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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
476
Contravisory Investment Management
Massachusetts
$280K -$1.19M -110,052 -82%
FWM
477
Foresight Wealth Management
Utah
$277K +$266K +24,552 New
OPA
478
Old Port Advisors
Maine
$276K -$1.95K -180 -0.7%
PCMF
479
Private Capital Management (Florida)
Florida
$273K -$60.1K -5,550 -19%
H
480
HoyleCohen
California
$268K -$9.43K -870 -4%
BA
481
Boston Advisors
Massachusetts
$268K +$257K +23,754 New
PCM
482
Palouse Capital Management
Washington
$267K +$20.1K +1,854 +9%
SFWA
483
Summit Financial Wealth Advisors
Louisiana
$266K -$11.7K -1,080 -4%
PO
484
Private Ocean
California
$265K +$1.3K +120 +0.5%
SIC
485
Shoker Investment Counsel
Ohio
$264K +$13.8K +1,278 +6%
LNC
486
Lincoln National Corp
Pennsylvania
$257K -$392K -36,180 -61%
IA
487
Independence Advisors
Pennsylvania
$256K – – –
SEIA
488
Signature Estate & Investment Advisors
California
$255K -$71.8K -6,630 -23%
RPG
489
Resource Planning Group
Georgia
$252K +$7.87K +726 +3%
TWA
490
TCI Wealth Advisors
Arizona
$252K +$138K +12,744 +133%
WCWM
491
Willow Creek Wealth Management
California
$251K +$2.4K +222 +1%
JLBC
492
J.L. Bainbridge & Co
Florida
$245K -$65K -6,000 -22%
SAA
493
Southeast Asset Advisors
Georgia
$245K +$235K +21,708 New
QCM
494
Quadrant Capital Management
New Jersey
$241K +$232K +21,420 New
LA
495
LVW Advisors
New York
$239K +$230K +21,222 New
RWA
496
River Wealth Advisors
Pennsylvania
$231K -$36K -3,318 -14%
MCM
497
Maple Capital Management
Vermont
$231K +$222K +20,460 New
AIA
498
Armor Investment Advisors
North Carolina
$230K – – –
MIH
499
Meitav Investment House
Israel
$228K -$52K -4,800 -19%
KA
500
Kovack Advisors
Florida
$225K -$46K -4,242 -18%
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20
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