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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
326
Western Wealth Management
Colorado
$2.23M -$20.2K -1,410 -0.9%
SC
327
Slow Capital
California
$2.23M -$217K -15,168 -9%
MCM
328
Manchester Capital Management
Vermont
$2.21M +$1.65M +115,536 +381%
AFP
329
Ausdal Financial Partners
Iowa
$2.2M +$279K +19,506 +16%
NCM
330
Northwest Capital Management
Oregon
$2.17M -$25.2K -1,764 -1%
SPFA
331
Summit Place Financial Advisors
New Jersey
$2.16M -$71.7K -5,010 -3%
RIM
332
Rockbridge Investment Management
New York
$2.15M +$20.4K +1,428 +1%
SFS
333
Summit Financial Strategies
Ohio
$2.14M -$216K -15,090 -10%
IA
334
IFG Advisory
Georgia
$2.14M +$2.02M +141,108 New
SFA
335
Seneca Financial Advisors
New York
$2.14M +$2.02M +140,886 New
BAM
336
Berkshire Asset Management
Pennsylvania
$2.13M +$750K +52,380 +59%
ECM
337
Elgethun Capital Management
South Dakota
$2.12M -$47.5K -3,318 -2%
FM
338
Family Management
New York
$2.12M +$2M +139,938 New
LWMT
339
Legacy Wealth Management (Tennessee)
Tennessee
$2.1M -$27.9K -1,950 -1%
PFM
340
Phillips Financial Management
Indiana
$2.08M +$122K +8,496 +7%
AC
341
Abbrea Capital
California
$2.07M +$9.02K +630 +0.5%
IAN
342
Integrated Advisors Network
Texas
$2.07M +$116K +8,130 +6%
FRA
343
Front Row Advisors
California
$2M -$294K -20,568 -14%
EVC
344
Eidelman Virant Capital
Missouri
$1.99M -$74.2K -5,184 -4%
SWM
345
SeaCrest Wealth Management
New York
$1.98M +$30.5K +2,130 +2%
CP
346
Capital Planning
Washington
$1.98M +$1.87M +130,404 New
AOWM
347
Alpha Omega Wealth Management
Virginia
$1.97M -$190K -13,248 -9%
WWM
348
Windsor Wealth Management
Indiana
$1.96M -$135K -9,426 -7%
JCIA
349
Jackson Creek Investment Advisors
Colorado
$1.95M +$162K +11,346 +10%
RC
350
Roundview Capital
New Jersey
$1.95M -$62.2K -4,344 -3%
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