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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
326
Triangle Securities Wealth Management
North Carolina
$5.82M +$168K +7,221 +3%
IWMA
327
Ironwood Wealth Management (Arizona)
Arizona
$5.76M -$782K -33,575 -11%
PA
328
Parallel Advisors
California
$5.71M +$35.5K +1,524 +0.6%
TI
329
Truepoint Inc
Ohio
$5.69M -$204K -8,770 -3%
PFM
330
Phillips Financial Management
Indiana
$5.67M -$26.8K -1,150 -0.4%
KFC
331
Klingenstein Fields & Co
New York
$5.66M +$69.1K +2,967 +1%
MAFA
332
MJT & Associates Financial Advisory
Minnesota
$5.62M +$5.92M +254,444 New
VI
333
VanderPol Investments
Michigan
$5.61M +$890K +38,245 +18%
DSA
334
Droms Strauss Advisors
Missouri
$5.6M -$31.9K -1,370 -0.5%
CWA
335
Cornerstone Wealth Advisors
Minnesota
$5.6M -$436K -18,722 -7%
B
336
Birchbrook
Maine
$5.59M +$215K +9,228 +4%
SFC
337
Summit Financial Consulting
Michigan
$5.55M +$5.85M +251,227 New
SMA
338
Sage Mountain Advisors
Georgia
$5.52M – – –
PA
339
PFG Advisors
Arizona
$5.39M +$244K +10,480 +4%
VST
340
Van Strum & Towne
California
$5.32M -$57.6K -2,475 -1%
KF
341
Krilogy Financial
Missouri
$5.29M -$62.9K -2,703 -1%
SEIA
342
Signature Estate & Investment Advisors
California
$5.27M -$105K -4,500 -2%
OFG
343
Omega Financial Group
California
$5.22M -$119K -5,109 -2%
SNWA
344
Siligmueller & Norvid Wealth Advisors
Illinois
$5.21M -$23.6K -1,013 -0.4%
TWP
345
Tempus Wealth Planning
California
$5.2M -$116K -4,963 -2%
SPI
346
Santori & Peters Inc
Pennsylvania
$5.19M -$26.3K -1,128 -0.5%
VCAM
347
Van Cleef Asset Management
Ohio
$5.19M -$116K -4,966 -2%
SPA
348
Sentinel Pension Advisors
Massachusetts
$5.18M +$283K +12,157 +5%
MA
349
Mutual Advisors
Nebraska
$5.13M +$9.82K +422 +0.2%
AL
350
Aspiriant LLC
California
$5.12M -$539K -23,152 -9%
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