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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
301
Perigon Wealth Management
California
$5.89M -$129K -6,231 -2%
OFG
302
Omega Financial Group
California
$5.87M -$318K -15,390 -5%
RL
303
Retireful LLC
Michigan
$5.86M +$5.65M +273,609 New
MAS
304
Madden Advisory Services
Florida
$5.82M -$35.1K -1,701 -0.6%
MW
305
Maia Wealth
Colorado
$5.79M +$5.41M +261,933 New
CFMC
306
Curbstone Financial Management Corp
New Hampshire
$5.74M +$42.2K +2,040 +0.8%
SPI
307
Santori & Peters Inc
Pennsylvania
$5.7M -$114K -5,520 -2%
BAM
308
Berkshire Asset Management
Pennsylvania
$5.69M +$106K +5,124 +2%
ECM
309
Exchange Capital Management
Michigan
$5.69M -$406K -19,656 -7%
DSA
310
Droms Strauss Advisors
Missouri
$5.64M -$11.6K -561 -0.2%
TSWM
311
Triangle Securities Wealth Management
North Carolina
$5.55M -$212K -10,263 -4%
KFC
312
Klingenstein Fields & Co
New York
$5.52M +$70.6K +3,417 +1%
BCM
313
Barden Capital Management
Texas
$5.48M -$48K -2,322 -0.9%
SWM
314
Shelton Wealth Management
Texas
$5.46M -$1.03M -50,085 -16%
AL
315
Aspiriant LLC
California
$5.45M – – –
PFM
316
Phillips Financial Management
Indiana
$5.4M -$12.7K -615 -0.2%
SEIA
317
Signature Estate & Investment Advisors
California
$5.39M +$4.58M +221,646 +738%
CPRC
318
Consolidated Portfolio Review Corp
New York
$5.38M +$317K +15,363 +7%
CWA
319
Carolina Wealth Advisors
South Carolina
$5.37M +$362K +17,523 +8%
B
320
Birchbrook
Maine
$5.34M -$50.5K -2,445 -1%
SMA
321
Sage Mountain Advisors
Georgia
$5.33M – – –
VT
322
Vise Technologies
New York
$5.26M -$139K -6,717 -3%
NC
323
Napatree Capital
Rhode Island
$5.17M +$778K +37,644 +18%
TWP
324
Tempus Wealth Planning
California
$5.17M -$9.05K -438 -0.2%
WOC
325
West Oak Capital
California
$5.07M -$82.9K -4,011 -2%
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