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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
426
MeadowBrook Investment Advisors
Michigan
$4.18M -$79.4K -3,125 -2%
SFS
427
Summit Financial Strategies
Ohio
$4.17M +$1.65K +65 +0%
DAS
428
Diversify Advisory Services
Utah
$4.14M -$40.1K -1,578 -1%
SPFA
429
Summit Place Financial Advisors
New Jersey
$4.12M -$20.7K -815 -0.5%
PA
430
Procyon Advisors
Connecticut
$4.1M -$436K -17,187 -10%
NW
431
NewEdge Wealth
Pennsylvania
$4.05M -$20.7K -817 -0.5%
MWM
432
Meridian Wealth Management
Kentucky
$4.02M -$109K -4,307 -3%
PCM
433
Poehling Capital Management
Wisconsin
$4M -$50.8K -2,000 -1%
JBI
434
John Boyer Inc
Florida
$3.98M +$3.84M +151,084 New
JWM
435
JFG Wealth Management
Colorado
$3.98M – – –
WFA
436
WJ Financial Advisors
Connecticut
$3.98M +$3.83M +150,912 New
NGA
437
Naples Global Advisors
Florida
$3.97M +$49.9K +1,965 +1%
SHJ
438
Sharkey, Howes & Javer
Colorado
$3.95M -$59K -2,324 -2%
PAS
439
Park Avenue Securities
New York
$3.94M -$43.7K -1,719 -1%
HFS
440
Hantz Financial Services
Michigan
$3.9M -$405K -15,936 -10%
WPC
441
Wedmont Private Capital
Pennsylvania
$3.89M +$870K +34,263 +30%
PCWA
442
Pacific Capital Wealth Advisors
California
$3.86M -$155K -6,099 -4%
YIA
443
YHB Investment Advisors
Connecticut
$3.86M +$52.4K +2,065 +1%
ES
444
ETF Store
Kansas
$3.84M -$43.5K -1,714 -1%
BFA
445
Beaumont Financial Advisors
Massachusetts
$3.83M +$20.4K +804 +0.6%
AMG
446
Advisors Management Group
Wisconsin
$3.8M -$85.7K -3,375 -2%
RWP
447
RWA Wealth Partners
Massachusetts
$3.71M -$28.4K -1,119 -0.8%
VAMG
448
Voisard Asset Management Group
Michigan
$3.7M -$1.24M -48,713 -26%
GGI
449
Godsey & Gibb Inc
Virginia
$3.68M +$328K +12,929 +10%
STA
450
Summit Trail Advisors
New York
$3.66M – – –
16 17
18
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