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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
Maryland Capital Management
Maryland
$923K -$142K -7,962 -13%
AFS
502
Annapolis Financial Services
Maryland
$910K – – –
AIC
503
Ameritas Investment Company
Nebraska
$909K +$421K +23,610 +82%
CAM
504
Cozad Asset Management
Illinois
$908K -$219K -12,258 -19%
HA
505
Harborview Advisors
Maine
$886K – – –
MCWS
506
McKinley Carter Wealth Services
West Virginia
$884K -$22.8K -1,278 -2%
FC
507
Fulcrum Capital
Washington
$869K +$894K +50,118 New
PIP
508
Peachtree Investment Partners
Florida
$868K +$54.6K +3,060 +7%
LWM
509
Loveless Wealth Management
Montana
$867K +$87.4K +4,902 +11%
BW
510
Bison Wealth
Georgia
$866K -$11.4K -642 -1%
CAG
511
Csenge Advisory Group
Florida
$864K -$61.3K -3,438 -7%
BAM
512
Barrett Asset Management
New York
$860K +$37.5K +2,100 +4%
TFS
513
Thoroughbred Financial Services
Tennessee
$854K +$331K +18,570 +60%
NP
514
NorthRock Partners
Minnesota
$847K – – –
HP
515
HT Partners
Connecticut
$835K -$20.9K -1,170 -2%
BL
516
BFSG LLC
California
$827K +$850K +47,688 New
ASFA
517
All Season Financial Advisors
Colorado
$818K +$841K +47,172 New
TWM
518
Tanglewood Wealth Management
Texas
$815K -$82.6K -4,632 -9%
ASN
519
Advisory Services Network
Georgia
$813K -$1.56M -87,678 -65%
FA
520
Fagan Associates
New York
$808K +$184K +10,332 +28%
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$804K +$54.5K +3,054 +7%
TYCC
522
Texas Yale Capital Corp
Florida
$796K +$64.2K +3,600 +9%
MWM
523
Meridian Wealth Management
Kentucky
$794K -$16.9K -948 -2%
SMC
524
Smith, Moore & Co
Missouri
$789K +$52.8K +2,958 +7%
FG
525
Foster Group
Iowa
$787K +$2.25K +126 +0.3%
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