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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
251
Summit Financial
New Jersey
$2.64M +$117K +9,630 +4%
TSWM
252
Triangle Securities Wealth Management
North Carolina
$2.64M +$232K +19,074 +8%
MWM
253
Mission Wealth Management
California
$2.62M -$238K -19,560 -7%
MSWMA
254
Market Street Wealth Management Advisors
Indiana
$2.56M +$1.73M +142,794 +132%
CFA
255
Cahill Financial Advisors
Minnesota
$2.55M +$875 +72 +0%
LFA
256
Landmark Financial Advisors
Kentucky
$2.54M -$123K -10,110 -4%
RC
257
Rovin Capital
Arizona
$2.51M -$110K -9,042 -4%
PP
258
PagnatoKarp Partners
Virginia
$2.49M -$1.41M -115,872 -32%
FSWA
259
Financial Synergies Wealth Advisors
Texas
$2.48M -$53.5K -4,404 -2%
IC
260
InterOcean Capital
Illinois
$2.47M -$2.05M -168,984 -41%
FLPIM
261
F.L. Putnam Investment Management
Massachusetts
$2.46M -$583K -47,982 -17%
MCM
262
Mengis Capital Management
Oregon
$2.43M +$153K +12,618 +6%
B
263
Bailard
California
$2.39M -$149K -12,276 -5%
VWA
264
VERITY Wealth Advisors
United States
$2.35M -$2.94M -242,292 -51%
LPIC
265
LeJeune Puetz Investment Counsel
Michigan
$2.31M -$63.5K -5,226 -2%
SPC
266
Sigma Planning Corp
Michigan
$2.3M -$98.7K -8,124 -3%
BFM
267
Broadview Financial Management
Wisconsin
$2.25M -$12.1K -996 -0.4%
ECM
268
ETrade Capital Management
Virginia
$2.23M -$98.7K -8,124 -4%
GC
269
Garde Capital
Washington
$2.21M +$374K +30,780 +17%
MCM
270
Maxim Capital Management
California
$2.21M -$333K -27,378 -11%
5L
271
55I LLC
Massachusetts
$2.19M -$15.9M -1,306,362 -87%
KP
272
Keel Point
Alabama
$2.19M -$2.4K -198 -0.1%
BRWA
273
B. Riley Wealth Advisors
Florida
$2.16M -$69.7K -5,736 -3%
ECM
274
Elgethun Capital Management
South Dakota
$2.16M +$423K +34,848 +20%
SPI
275
Santori & Peters Inc
Pennsylvania
$2.15M +$475K +39,096 +23%
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