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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
226
Downshift Financial
Colorado
$16.3M -$3M -104,961 -16%
AFP
227
Arnold Financial Planning
Iowa
$16.3M +$716K +25,065 +5%
SAI
228
Savvy Advisors Inc
New York
$16.2M +$1.28K +45 +0%
LPAM
229
Lodestar Private Asset Management
California
$16.2M +$118K +4,115 +0.8%
CA
230
CoreCap Advisors
Michigan
$16M +$696K +24,364 +5%
CG
231
Caprock Group
Idaho
$15.6M +$335K +11,740 +2%
ACG
232
Allen Capital Group
Nebraska
$15.6M +$811K +28,385 +6%
CHIA
233
Copper Harbor Investment Advisors
Wisconsin
$15.5M +$15M +526,936 New
GF
234
GTS Financial
Minnesota
$15.4M +$18M +628,616 New
MBI
235
May Barnhard Investments
Maryland
$15.3M -$165K -5,778 -1%
VT
236
Vise Technologies
New York
$15.2M +$382K +13,382 +3%
SPC
237
Sigma Planning Corp
Michigan
$14.9M -$434K -15,203 -3%
NSAM
238
North Star Asset Management
Wisconsin
$14.9M +$659K +23,068 +5%
HFS
239
Hantz Financial Services
Michigan
$14.8M +$1.71M +60,044 +14%
SFC
240
Summit Financial Consulting
Michigan
$14.8M -$6M -209,989 -29%
AIA
241
Arcadia Investment Advisors
Idaho
$14.7M -$148K -5,199 -1%
CFO
242
CVA Family Office
Colorado
$14.7M -$396K -13,873 -3%
ELM
243
Elite Life Management
Florida
$14.6M -$54.9K -1,921 -0.4%
NFG
244
Nations Financial Group
Iowa
$14.4M +$557K +19,519 +4%
KW
245
Keyvantage Wealth
Pennsylvania
$14M +$239K +8,381 +2%
AMM
246
American Money Management
California
$13.9M +$232K +8,110 +2%
GCM
247
G2 Capital Management
Ohio
$13.8M – – –
GEM
248
Global Endowment Management
North Carolina
$13.7M +$2.22M +77,853 +20%
GC
249
Grimes & Company
Massachusetts
$13.6M +$2.05M +71,835 +18%
IWM
250
IHT Wealth Management
Illinois
$13.5M +$343K +12,022 +3%
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