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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
351
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M +$1.27M +104,778 +989%
BAM
352
Berkshire Asset Management
Pennsylvania
$1.18M +$92.8K +7,638 +7%
APW
353
Aurora Private Wealth
New Jersey
$1.16M +$569K +46,872 +70%
AIS
354
American Investment Services
Massachusetts
$1.16M +$287K +23,592 +26%
SBH
355
Segall Bryant & Hamill
Illinois
$1.15M -$40.2K -3,312 -3%
PWA
356
Physician Wealth Advisors
Utah
$1.14M -$653K -53,730 -34%
SIA
357
Starfire Investment Advisers
Michigan
$1.14M -$181K -14,940 -12%
APG
358
Abacus Planning Group
South Carolina
$1.13M +$151K +12,444 +13%
FCI
359
Financial Counselors Inc
Kansas
$1.12M – – –
EVC
360
Eidelman Virant Capital
Missouri
$1.11M -$349K -28,764 -21%
WIC
361
Whitegate Investment Counselors
New Hampshire
$1.11M +$1.6K +132 +0.1%
SFS
362
Summit Financial Strategies
Ohio
$1.11M +$445K +36,672 +51%
CIC
363
Carnegie Investment Counsel
Ohio
$1.1M +$177K +14,544 +16%
PAM
364
Peak Asset Management
Colorado
$1.1M -$84.5K -6,954 -6%
MFT
365
Moisand Fitzgerald Tamayo
Florida
$1.1M -$64.9K -5,340 -5%
CIR
366
Clear Investment Research
Georgia
$1.09M +$947 +78 +0.1%
G
367
Gainplan
Michigan
$1.07M -$1.41M -116,412 -53%
SCM
368
Spreng Capital Management
Ohio
$1.07M +$2.38M +195,900 +185%
FPCG
369
Fort Pitt Capital Group
Pennsylvania
$1.06M -$36.2M -2,980,746 -97%
ASN
370
Advisory Services Network
Georgia
$1.06M +$4.59K +378 +0.4%
PA
371
PFG Advisors
Arizona
$1.05M -$287K -23,658 -20%
OC
372
Oppenheimer & Co
New York
$1.04M +$113K +9,312 +10%
GAM
373
Garrison Asset Management
Arkansas
$1.03M -$2.7K -222 -0.2%
LWM
374
Laidlaw Wealth Management
New York
$1.03M +$62.2K +5,118 +5%
IAN
375
Integrated Advisors Network
Texas
$997K -$32.1K -2,640 -3%
13 14
15
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