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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
276
Klingenstein Fields & Co
New York
$5M +$239K +13,482 +5%
RTL
277
Red Tortoise LLC
Georgia
$4.98M -$80.9K -4,569 -2%
MA
278
MUFG Americas
New York
$4.81M -$100K -5,670 -2%
DSA
279
Droms Strauss Advisors
Missouri
$4.79M +$46.4K +2,619 +1%
AMM
280
American Money Management
California
$4.76M +$88.5K +5,001 +2%
CPIG
281
Chicago Partners Investment Group
Illinois
$4.76M +$1.8M +101,448 +49%
PWM
282
Perigon Wealth Management
California
$4.74M -$15.4K -870 -0.3%
FCC
283
Flower City Capital
New York
$4.71M +$4.64M +262,146 New
TFS
284
TrustCore Financial Services
Tennessee
$4.66M +$1.42M +80,136 +45%
ES
285
ETF Store
Kansas
$4.65M -$54.5K -3,078 -1%
BRWA
286
B. Riley Wealth Advisors
Florida
$4.6M -$2.01M -113,724 -31%
CFMC
287
Curbstone Financial Management Corp
New Hampshire
$4.5M +$220K +12,420 +5%
VCM
288
Vivaldi Capital Management
Illinois
$4.49M +$90.3K +5,103 +2%
AA
289
Alesco Advisors
New York
$4.35M -$200K -11,271 -4%
PFM
290
Peak Financial Management
Massachusetts
$4.33M -$99.3K -5,607 -2%
FAIM
291
Financial Advocates Investment Management
Washington
$4.33M -$146K -8,262 -3%
SBL
292
Sargent Bickham Lagudis
Colorado
$4.3M -$1.75M -99,039 -29%
MCM
293
Mengis Capital Management
Oregon
$4.21M -$33.9K -1,917 -0.8%
SEEDPG
294
S.E.E.D. Planning Group
New York
$4.18M +$209K +11,778 +5%
SP
295
Successful Portfolios
Florida
$4.17M +$663K +37,437 +19%
SWM
296
Spire Wealth Management
Virginia
$4.17M +$911K +51,453 +28%
PFM
297
Phillips Financial Management
Indiana
$4.12M +$1.14M +64,266 +39%
EWA
298
EP Wealth Advisors
California
$4.12M +$1.51M +85,560 +59%
SMA
299
Sage Mountain Advisors
Georgia
$4.11M -$114K -6,444 -3%
NS
300
Newman & Schimel
Illinois
$4.1M +$1.45M +81,966 +56%
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