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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
26
JMG Financial Group
Illinois
$19M +$2.53M +273,822 +16%
WCWM
27
Wooster Corthell Wealth Management
Connecticut
$19M +$573K +61,950 +3%
PFM
28
Parsec Financial Management
North Carolina
$17.9M -$565K -61,092 -3%
WA
29
WealthTrust-Arizona
Arizona
$17.7M +$801K +86,652 +5%
FMP
30
Financial Management Professionals
Texas
$17.4M -$930K -100,596 -5%
BC
31
Brinker Capital
Pennsylvania
$17.4M +$8.75M +946,896 +104%
BMM
32
Buffington Mohr McNeal
Idaho
$17.1M -$282K -30,522 -2%
SHJ
33
Sharkey, Howes & Javer
Colorado
$16.7M +$15.5M +1,673,514 +1,606%
FC
34
Financial Consulate
Maryland
$16.1M -$226K -24,468 -1%
TIM
35
Total Investment Management
Arizona
$15.9M -$27.2M -2,947,302 -63%
MI
36
Moneywise Inc
Virginia
$15.9M +$513K +55,500 +3%
BSB
37
Bangor Savings Bank
Maine
$15.7M +$1.61M +173,826 +12%
ML
38
McAdam LLC
Pennsylvania
$14.6M +$232K +25,140 +2%
SFA
39
Sequoia Financial Advisors
Ohio
$14.4M +$2.35M +253,932 +20%
BWA
40
BlueSky Wealth Advisors
North Carolina
$13.4M +$245K +26,460 +2%
K
41
Kemper
Illinois
$13.4M +$2.57M +277,512 +24%
RWM
42
RKL Wealth Management
Pennsylvania
$13.3M +$2.31M +250,284 +21%
BA
43
Bristlecone Advisors
Washington
$12.9M +$335K +36,204 +3%
AIM
44
AMI Investment Management
Indiana
$12.8M -$396K -42,858 -3%
LIM
45
Leavell Investment Management
Alabama
$12.7M -$3.34M -360,942 -21%
AL
46
Aspiriant LLC
California
$12.2M -$56K -6,060 -0.5%
BPM
47
Bowling Portfolio Management
Ohio
$12M -$1.66M -179,340 -12%
KKAMG
48
Kernodle & Katon Asset Management Group
Arkansas
$11.5M -$796K -86,094 -7%
SI
49
SII Investments
Wisconsin
$11.4M +$418K +45,270 +4%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$10.8M -$1.63M -176,364 -13%
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