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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
601
Howe & Rusling
New York
$25K +$11.2K +954 +80%
PMFA
602
Plante Moran Financial Advisors
Michigan
$24K -$6.5K -552 -21%
SWM
603
Selective Wealth Management
Virginia
$23K +$23.1K +1,956 New
MAU
604
MRA Associates USA
Arizona
$22.9K +$22.8K +1,938 New
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$19K +$18.9K +1,602 New
MIM
606
Macroview Investment Management
Maryland
$16K +$3.96K +336 +32%
EWM
607
Edge Wealth Management
New York
$14K -$7.07K -600 -33%
JHCP
608
Jackson Hole Capital Partners
Oklahoma
$11K – – –
CFG
609
Citizens Financial Group
Rhode Island
$11K +$2.9K +246 +38%
CBT
610
Capital Bank & Trust
California
$11K +$10.6K +900 New
CFGS
611
Concourse Financial Group Securities
Alabama
$10K – – –
KC
612
Knuff & Co
California
$9K – – –
FA
613
Financial Advantage
Maryland
$8K +$8.63K +732 New
ACA
614
Atlas Capital Advisors
Wyoming
$7.66K +$2.33K +198 +44%
FHA
615
Flagship Harbor Advisors
Massachusetts
$7K – – –
HCM
616
Horrell Capital Management
Arkansas
$7K – – –
LDFR
617
Lehman & Derafelo Financial Resources
Pennsylvania
$7K – – –
SCA
618
Stonebridge Capital Advisors
Minnesota
$5K -$70.7K -6,000 -94%
PFO
619
Pathstone Family Office
New Jersey
$5K – – –
1NWS
620
1 North Wealth Services
Maryland
$5K +$4.95K +420 New
WT
621
Whittier Trust
California
$5K +$5.02K +426 New
TFO
622
Tarbox Family Office
California
$3K – – –
MAM
623
Marquette Asset Management
Minnesota
$2K – – –
MAM
624
Meeder Asset Management
Ohio
$2K +$1.63K +138 New
GEA
625
Glen Eagle Advisors
New Jersey
$1.84K – – –
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