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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
276
GW Henssler & Associates
Georgia
$2.67M -$430K -32,382 -14%
CFMC
277
Curbstone Financial Management Corp
New Hampshire
$2.65M +$218K +16,380 +9%
ECM
278
ETrade Capital Management
Virginia
$2.61M -$70.8K -5,328 -3%
BFM
279
Broadview Financial Management
Wisconsin
$2.6M -$200K -15,078 -7%
VR
280
Viridian RIA
Washington
$2.59M -$106K -7,992 -4%
BFPW
281
BOK Financial Private Wealth
Colorado
$2.58M -$481K -36,204 -16%
RFA
282
Radnor Financial Advisors
Pennsylvania
$2.57M +$85.9K +6,462 +3%
AI
283
Atria Investments
North Carolina
$2.56M -$39.2K -2,952 -2%
VWA
284
VERITY Wealth Advisors
United States
$2.53M -$205K -15,426 -8%
CWM
285
CCG Wealth Management
California
$2.53M -$44.2K -3,324 -2%
AMM
286
American Money Management
California
$2.48M -$109K -8,214 -4%
AMG
287
Asset Management Group
Connecticut
$2.48M +$57.4K +4,320 +2%
MHR
288
Matthew Hamilton Rosenberg
$2.47M +$402K +30,228 +20%
PWMG
289
Prestige Wealth Management Group
New Jersey
$2.41M -$2.42M -182,028 -50%
HCM
290
Hollencrest Capital Management
California
$2.37M -$167K -12,552 -7%
RBA
291
Richard Bernstein Advisors
New York
$2.37M +$41.5K +3,120 +2%
FHB
292
First Hawaiian Bank
Hawaii
$2.35M – – –
FI
293
FormulaFolio Investments
Michigan
$2.35M +$573K +43,146 +33%
WCM
294
Wealthcare Capital Management
Virginia
$2.32M +$330K +24,822 +17%
FSWA
295
Financial Synergies Wealth Advisors
Texas
$2.31M -$1.47M -110,628 -39%
LFA
296
Landmark Financial Advisors
Kentucky
$2.31M -$403K -30,336 -15%
FAG
297
Financial Advisory Group
Texas
$2.24M -$1.2K -90 -0.1%
FRA
298
Front Row Advisors
California
$2.24M +$12K +906 +0.6%
PA
299
Parallel Advisors
California
$2.22M +$52.7K +3,966 +2%
DSC
300
Duncker Streett & Co
Missouri
$2.22M +$144K +10,836 +7%
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