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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
326
Clayton Financial Group
Missouri
$4.82M +$4.5M +256,521 New
PFM
327
Phillips Financial Management
Indiana
$4.8M +$164K +9,333 +4%
LA
328
Lindenwold Advisors
Pennsylvania
$4.79M +$4.47M +254,547 New
CFMC
329
Curbstone Financial Management Corp
New Hampshire
$4.76M -$7.9K -450 -0.2%
GFP
330
Guardian Financial Partners
California
$4.73M +$874K +49,788 +25%
TWP
331
Tempus Wealth Planning
California
$4.72M +$428K +24,357 +11%
DSA
332
Droms Strauss Advisors
Missouri
$4.72M +$7.27K +414 +0.2%
SMA
333
Sage Mountain Advisors
Georgia
$4.67M – – –
BAM
334
Berkshire Asset Management
Pennsylvania
$4.65M +$114K +6,501 +3%
CWA
335
Carolina Wealth Advisors
South Carolina
$4.56M -$82K -4,668 -2%
AWM
336
Axxcess Wealth Management
California
$4.53M -$1.09M -62,085 -20%
HFS
337
Hantz Financial Services
Michigan
$4.53M -$761K -43,335 -15%
LWM
338
LongView Wealth Management
Georgia
$4.44M +$4.16M +237,084 New
CW
339
Connectus Wealth
Ohio
$4.42M -$31.5K -1,791 -0.8%
BI
340
Berkeley Inc
Idaho
$4.37M -$63.9K -3,636 -2%
CBFP
341
Cedar Brook Financial Partners
Ohio
$4.36M +$155K +8,847 +4%
CPRC
342
Consolidated Portfolio Review Corp
New York
$4.36M +$4.08M +232,095 New
ICG
343
InterOcean Capital Group
Tennessee
$4.34M -$1.9M -108,090 -32%
MA
344
Mutual Advisors
Nebraska
$4.31M +$24.1K +1,374 +0.6%
B
345
Bailard
California
$4.27M -$20.4K -1,161 -0.5%
WOC
346
West Oak Capital
California
$4.26M -$52.3K -2,979 -1%
FA
347
Financial Advisors
Massachusetts
$4.23M -$57.8K -3,291 -1%
CCM
348
Carlson Capital Management
Minnesota
$4.21M +$445K +25,335 +13%
AAS
349
Avantax Advisory Services
Texas
$4.17M +$744K +42,348 +24%
SHJ
350
Sharkey, Howes & Javer
Colorado
$4.17M -$268K -15,270 -6%
12 13
14
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