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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
351
Verus Financial Partners
Virginia
$1.47M +$1.45M +109,380 New
TI
352
Trexquant Investment
Connecticut
$1.44M +$1.42M +106,782 New
LWM
353
Laidlaw Wealth Management
New York
$1.43M -$56.4K -4,248 -4%
DP
354
DDD Partners
Washington
$1.41M +$33.6K +2,532 +2%
AIS
355
American Investment Services
Massachusetts
$1.4M – – –
TC
356
TownSquare Capital
Utah
$1.39M -$714K -53,748 -34%
TPA
357
Trivium Point Advisory
Connecticut
$1.39M +$703K +52,932 +105%
SIC
358
Sigma Investment Counselors
Michigan
$1.39M -$1.03M -77,670 -43%
EWA
359
EP Wealth Advisors
California
$1.39M -$178K -13,410 -12%
PFGIA
360
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M -$205K -15,402 -13%
CA
361
Capital Advantage
California
$1.38M -$14.7K -1,110 -1%
SCM
362
Spreng Capital Management
Ohio
$1.37M -$15.9K -1,200 -1%
GAM
363
Garrison Asset Management
Arkansas
$1.36M +$2.79K +210 +0.2%
APSI
364
Asset Planning Services Inc
Louisiana
$1.35M – – –
PWA
365
Physician Wealth Advisors
Utah
$1.35M -$4.54K -342 -0.3%
PA
366
PFG Advisors
Arizona
$1.34M +$123K +9,252 +10%
MFT
367
Moisand Fitzgerald Tamayo
Florida
$1.34M -$58.5K -4,404 -4%
CIC
368
Carnegie Investment Counsel
Ohio
$1.32M -$145K -10,938 -10%
GSIS
369
Global Strategic Investment Solutions
Arizona
$1.31M +$18.5K +1,392 +1%
G
370
Gainplan
Michigan
$1.3M -$47.4K -3,570 -4%
SBH
371
Segall Bryant & Hamill
Illinois
$1.29M +$99K +7,452 +8%
CCWA
372
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M -$797 -60 -0.1%
VA
373
Valmark Advisers
Ohio
$1.26M +$1.25M +94,158 New
NFG
374
Nations Financial Group
Iowa
$1.24M -$17.5K -1,320 -1%
OC
375
Oppenheimer & Co
New York
$1.23M -$236K -17,766 -16%
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15
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