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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
351
Fieldpoint Private Securities
Connecticut
$2.93M +$592K +33,453 +26%
BFM
352
Broadview Financial Management
Wisconsin
$2.93M -$24.5K -1,386 -0.8%
SWA
353
Stratos Wealth Advisors
Ohio
$2.92M -$785K -44,325 -21%
GHA
354
GW Henssler & Associates
Georgia
$2.86M -$130K -7,326 -4%
WAP
355
Wealthcare Advisory Partners
Pennsylvania
$2.85M +$169K +9,552 +6%
FAG
356
Financial Advisory Group
Texas
$2.84M -$15.9K -897 -0.6%
EWM
357
Elmwood Wealth Management
California
$2.83M -$108K -6,099 -4%
SIC
358
Sigma Investment Counselors
Michigan
$2.82M +$10.6K +600 +0.4%
TAM
359
Townsend Asset Management
North Carolina
$2.81M +$73.3K +4,140 +3%
BCM
360
Brookstone Capital Management
Illinois
$2.78M -$213K -12,060 -7%
DP
361
DDD Partners
Washington
$2.74M +$153K +8,664 +6%
OCG
362
Opus Capital Group
Ohio
$2.7M +$7.06K +399 +0.3%
BJL
363
Brighton Jones LLC
Washington
$2.67M +$10.1K +573 +0.4%
DSC
364
Duncker Streett & Co
Missouri
$2.61M -$368K -20,760 -12%
CCM
365
Condor Capital Management
New Jersey
$2.6M -$81.9K -4,626 -3%
MCM
366
Mainstay Capital Management
Michigan
$2.6M -$1.59K -90 -0.1%
UIA
367
Ulland Investment Advisors
Minnesota
$2.56M -$247K -13,932 -9%
BFPW
368
BOK Financial Private Wealth
Colorado
$2.54M -$429K -24,213 -15%
HWMA
369
Heritage Wealth Management (Arizona)
Arizona
$2.52M +$2.49M +140,628 New
CMBA
370
C.M. Bidwell & Associates
Hawaii
$2.51M -$814K -45,966 -25%
TDWM
371
Topel & Distasi Wealth Management
California
$2.5M – – –
ZF
372
Zhang Financial
Michigan
$2.48M +$1.32M +74,742 +118%
JPLA
373
Joseph P. Lucia & Associates
New York
$2.41M +$464K +26,226 +24%
TPCW
374
TD Private Client Wealth
New York
$2.41M +$2.38M +134,424 New
APSI
375
Asset Planning Services Inc
Louisiana
$2.4M +$54.4K +3,075 +2%
13 14
15
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