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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
526
World Investment Advisors
California
$238K +$6.58K +558 +3%
ACM
527
AlphaStar Capital Management
North Carolina
$235K -$25.9K -2,202 -10%
HB
528
Homrich & Berg
Georgia
$235K -$8.63K -732 -4%
S
529
SignatureFD
Georgia
$234K -$25.5K -2,166 -10%
CWM
530
Cornerstone Wealth Management
Missouri
$230K -$11.6K -984 -5%
TYCC
531
Texas Yale Capital Corp
Florida
$230K +$15.1K +1,278 +7%
GG
532
Gofen & Glossberg
Illinois
$230K +$229K +19,416 New
PAS
533
Park Avenue Securities
New York
$230K +$229K +19,434 New
CPIG
534
Chicago Partners Investment Group
Illinois
$224K +$221K +18,750 New
RCA
535
Rowland Carmichael Advisors
Arizona
$220K +$49.5K +4,200 +29%
PAS
536
Partnervest Advisory Services
California
$217K +$424 +36 +0.2%
MWA
537
MFA Wealth Advisors
Pennsylvania
$215K -$152K -12,888 -41%
KA
538
Kovack Advisors
Florida
$213K – – –
PIP
539
Peachtree Investment Partners
Florida
$212K -$82.7K -7,020 -28%
CIC
540
Carnegie Investment Counsel
Ohio
$212K +$211K +17,934 New
SEIA
541
Signature Estate & Investment Advisors
California
$210K -$20.6K -1,752 -9%
MCM
542
Maple Capital Management
Vermont
$209K -$62.6K -5,310 -23%
SIC
543
Shoker Investment Counsel
Ohio
$209K -$7.99K -678 -4%
WPW
544
Waldron Private Wealth
Pennsylvania
$209K – – –
EFL
545
ERn Financial LLC
Wisconsin
$209K +$4.03K +342 +2%
MIP
546
Marietta Investment Partners
Wisconsin
$209K +$208K +17,670 New
HCM
547
HM Capital Management
Missouri
$208K – – –
NHC
548
Nicholas Hoffman & Company
Georgia
$208K +$207K +17,556 New
DACG
549
Donor Advised Charitable Giving
California
$202K +$201K +17,058 New
NP
550
NorthRock Partners
Minnesota
$202K +$201K +17,058 New
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22
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