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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
301
AMI Investment Management
Indiana
$7.83M -$270K -11,939 -4%
AC
302
AlphaCore Capital
California
$7.8M +$2.97M +131,228 +70%
TCM
303
Tradewinds Capital Management
Washington
$7.74M -$16.5M -731,436 -70%
TPA
304
Trivium Point Advisory
Connecticut
$7.69M +$17.5K +775 +0.2%
NIM
305
Nicollet Investment Management
Minnesota
$7.64M -$59.1K -2,613 -0.8%
CWM
306
Castle Wealth Management
Florida
$7.64M -$416K -18,394 -6%
GI
307
Gradient Investments
Minnesota
$7.61M +$6.48M +286,763 +1,172%
CWM
308
Circle Wealth Management
New Jersey
$7.58M – – –
SP
309
SWS Partners
Ohio
$7.54M +$88.5K +3,915 +1%
NRI
310
NFP Retirement Inc
California
$7.28M -$91.8K -4,061 -1%
DSA
311
Droms Strauss Advisors
Missouri
$7.17M +$895K +39,583 +16%
TRCT
312
Tower Research Capital (TRC)
New York
$7.13M +$6.59M +291,669 New
HG
313
Harbor Group
New Hampshire
$7.11M -$35.5K -1,571 -0.5%
MHR
314
Matthew Hamilton Rosenberg
$7.1M -$211K -9,327 -3%
ACM
315
Arcataur Capital Management
Wisconsin
$7.03M -$57.3K -2,535 -0.9%
CPRC
316
Consolidated Portfolio Review Corp
New York
$7M +$136K +6,016 +2%
FSWA
317
Financial Synergies Wealth Advisors
Texas
$6.99M +$149K +6,569 +2%
GGI
318
GPM Growth Investors
Michigan
$6.98M +$115K +5,073 +2%
MW
319
MBL Wealth
North Carolina
$6.98M – – –
UAG
320
United Advisor Group
Ohio
$6.96M +$1.58M +69,733 +32%
GCA
321
Gradient Capital Advisors
California
$6.9M +$132K +5,820 +2%
BCWM
322
Bartlett & Co Wealth Management
Ohio
$6.82M -$712K -31,502 -10%
MAS
323
Madden Advisory Services
Florida
$6.8M -$13.8K -612 -0.2%
AWM
324
Apollon Wealth Management
South Carolina
$6.75M -$1.36M -60,128 -18%
BAM
325
Berkshire Asset Management
Pennsylvania
$6.73M +$127K +5,626 +2%
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