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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
301
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.48M -$23.1K -2,010 -2%
CWP
302
Capital Wealth Planning
Florida
$1.46M +$1.43M +124,560 New
PA
303
PFG Advisors
Arizona
$1.44M +$35.1K +3,060 +3%
PAM
304
Peak Asset Management
Colorado
$1.43M +$75.9K +6,612 +6%
CFMC
305
Curbstone Financial Management Corp
New Hampshire
$1.4M +$71.7K +6,240 +5%
SBH
306
Segall Bryant & Hamill
Illinois
$1.4M +$43.8K +3,810 +3%
RC
307
Roundview Capital
New Jersey
$1.4M +$193K +16,818 +16%
SF
308
Summit Financial
New Jersey
$1.36M +$286K +24,894 +27%
MFT
309
Moisand Fitzgerald Tamayo
Florida
$1.36M -$27.1K -2,358 -2%
AMG
310
Asset Management Group
Connecticut
$1.35M -$99.6K -8,670 -7%
TF
311
Trek Financial
Arizona
$1.32M +$1.3M +112,956 New
WCM
312
Wealthcare Capital Management
Virginia
$1.32M +$140K +12,168 +12%
FAG
313
Financial Advisory Group
Texas
$1.31M +$82.4K +7,176 +7%
WOC
314
West Oak Capital
California
$1.3M +$135K +11,724 +12%
CAN
315
Cetera Advisor Networks
California
$1.3M +$47.1K +4,098 +4%
WIC
316
Whitegate Investment Counselors
New Hampshire
$1.29M -$67K -5,832 -5%
APG
317
Abacus Planning Group
South Carolina
$1.29M -$13.2K -1,152 -1%
FCI
318
Financial Counselors Inc
Kansas
$1.28M – – –
CHA
319
Carmichael Hill & Associates
Maryland
$1.28M +$73.3K +6,384 +6%
3C
320
361 Capital
Colorado
$1.27M +$137K +11,904 +12%
UAS
321
United Asset Strategies
New York
$1.24M +$477K +41,502 +65%
FWM
322
Frontier Wealth Management
Missouri
$1.22M +$442K +38,466 +58%
BPWA
323
Beacon Pointe Wealth Advisors
California
$1.22M – – –
WP
324
WealthPLAN Partners
Nebraska
$1.2M +$620K +53,952 +110%
HWA
325
Heritage Wealth Advisors
Virginia
$1.19M +$1.05M +91,824 +921%
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