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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
326
Davidson Investment Advisors
Montana
$216K +$212K +21,630 New
PCM
327
Palouse Capital Management
Washington
$215K – – –
NL
328
NWAM LLC
Washington
$213K +$209K +21,264 New
PIM
329
Penobscot Investment Management
Massachusetts
$210K +$206K +20,970 New
FANJ
330
Financial Architects (New Jersey)
New Jersey
$202K -$10.4K -1,056 -5%
HWA
331
Heritage Wealth Advisors
Virginia
$202K -$6.54K -666 -3%
RFA
332
Reilly Financial Advisors
California
$181K -$4.42K -450 -2%
DSN
333
D. Scott Neal
Kentucky
$161K +$134K +13,644 +567%
CDIA
334
Capital Directions Investment Advisors
Georgia
$159K – – –
GI
335
GS Investments
Minnesota
$145K -$12.1K -1,230 -8%
AIS
336
Accurate Investment Solutions
Pennsylvania
$140K -$85.7K -8,730 -38%
GWM
337
Geneos Wealth Management
Colorado
$128K +$61.8K +6,300 +96%
GBBWRPM
338
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$124K -$5.95K -606 -5%
SSB
339
Sandy Spring Bank
Maryland
$121K – – –
PG
340
Patten Group
Tennessee
$121K +$1.24K +126 +1%
RCG
341
Ruggie Capital Group
Florida
$118K -$2.06K -210 -2%
WCG
342
Wall Capital Group
Arizona
$107K – – –
SFSIG
343
San Francisco Sentry Investment Group
California
$97K +$94.8K +9,660 New
PFBT
344
Parkside Financial Bank & Trust
Missouri
$86K – – –
AFNAS
345
American Financial Network Advisory Services
California
$81K +$79.1K +8,058 New
PMFA
346
Plante Moran Financial Advisors
Michigan
$67K +$65.6K +6,684 New
BF
347
BOK Financial
Oklahoma
$66K +$64.4K +6,564 New
PCP
348
Proficio Capital Partners
Massachusetts
$60K – – –
HR
349
Howe & Rusling
New York
$59K -$214K -21,774 -79%
CPIG
350
Chicago Partners Investment Group
Illinois
$59K -$125K -12,702 -68%
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