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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
226
Parametric Portfolio Associates
Washington
$2.88M -$1.19M -103,728 -30%
LWMT
227
Legacy Wealth Management (Tennessee)
Tennessee
$2.87M -$20.7K -1,800 -0.7%
EK
228
Evensky & Katz
Florida
$2.85M – – –
CFA
229
Cahill Financial Advisors
Minnesota
$2.81M +$190K +16,524 +7%
AMM
230
American Money Management
California
$2.8M +$52.4K +4,560 +2%
MCM
231
Maxim Capital Management
California
$2.79M -$8.75K -762 -0.3%
ECM
232
ETrade Capital Management
Virginia
$2.79M -$253K -22,026 -8%
MAS
233
Madden Advisory Services
Florida
$2.78M -$170K -14,808 -6%
SCM
234
Stordahl Capital Management
Colorado
$2.75M -$36.5K -3,180 -1%
CFA
235
Carroll Financial Associates
North Carolina
$2.75M +$2.68M +233,100 +14,025%
SFG
236
SNS Financial Group
Minnesota
$2.74M +$1.53M +132,894 +132%
LPIC
237
LeJeune Puetz Investment Counsel
Michigan
$2.72M +$1.03K +90 +0%
EFS
238
Econ Financial Services
Pennsylvania
$2.69M +$143K +12,492 +6%
BAM
239
Baldrige Asset Management
Pennsylvania
$2.66M +$29K +2,526 +1%
FSWA
240
Financial Synergies Wealth Advisors
Texas
$2.65M +$343K +29,868 +15%
HCM
241
Hollencrest Capital Management
California
$2.64M +$49.3K +4,296 +2%
BFM
242
Broadview Financial Management
Wisconsin
$2.64M -$40.8K -3,552 -2%
KP
243
Keel Point
Alabama
$2.61M -$26.1K -2,268 -1%
MCM
244
Mengis Capital Management
Oregon
$2.59M +$203K +17,640 +9%
G
245
Gainplan
Michigan
$2.58M +$1.6M +139,500 +172%
BRWA
246
B. Riley Wealth Advisors
Florida
$2.55M +$108K +9,366 +4%
AIM
247
Aspen Investment Management
Michigan
$2.48M +$285K +24,792 +13%
SPC
248
Sigma Planning Corp
Michigan
$2.44M +$114K +9,960 +5%
VR
249
Viridian RIA
Washington
$2.4M -$89K -7,746 -4%
GC
250
Grimes & Company
Massachusetts
$2.36M +$65.3K +5,682 +3%
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