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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWPG
626
Strategic Wealth Partners Group
Illinois
$204K +$196K +15,960 New
CDIA
627
Capital Directions Investment Advisors
Georgia
$203K – – –
NNP
628
Nachman Norwood & Parrott
South Carolina
$201K +$193K +15,708 New
EA
629
Evergreen Advisors
Tennessee
$200K +$192K +15,636 New
AC
630
AlphaCore Capital
California
$198K +$189K +15,444 New
BAM
631
Bellevue Asset Management
Washington
$194K +$186K +15,138 New
CAGAS
632
Capital Advisory Group Advisory Services
Minnesota
$192K +$184K +15,036 New
FCA
633
FinTrust Capital Advisors
South Carolina
$191K +$1.25K +102 +0.7%
RCA
634
Rowland Carmichael Advisors
Arizona
$188K -$47.8K -3,900 -21%
RG
635
Retirement Group
California
$186K +$178K +14,508 New
GI
636
GS Investments
Minnesota
$185K -$285K -23,220 -58%
GWM
637
Geneos Wealth Management
Colorado
$184K -$7.35K -600 -4%
CTC
638
Central Trust Company
Missouri
$182K +$125K +10,200 +253%
AWM
639
Atticus Wealth Management
Florida
$180K +$172K +14,058 New
GRP
640
Global Retirement Partners
California
$174K – – –
POIA
641
Pin Oak Investment Advisors
Texas
$171K – – –
PK
642
Pflug Koory
Nebraska
$155K +$7.35K +600 +5%
M
643
MOTCO
Texas
$151K – – –
APA
644
American Portfolios Advisors
New York
$142K +$73.8K +6,024 +119%
PFGIA
645
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$11.7K +954 +10%
SF
646
Synovus Financial
Georgia
$129K +$9.56K +780 +8%
CIAS
647
CBIZ Investment Advisory Services
Ohio
$113K – – –
SWM
648
Sugarloaf Wealth Management
Georgia
$113K +$108K +8,808 New
IFWM
649
Institute for Wealth Management
Colorado
$112K +$107K +8,712 New
PFBT
650
Parkside Financial Bank & Trust
Missouri
$110K – – –
24 25
26
27 28