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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
51
Scarborough Advisors
Maryland
$41.8M +$9.52M +537,552 +30%
FWM
52
Frontier Wealth Management
Missouri
$40.8M -$438K -24,738 -1%
VNA
53
Valley National Advisers
Pennsylvania
$39.8M +$2.31M +130,428 +6%
CMP
54
Courage Miller Partners
Virginia
$39.2M +$59.4K +3,357 +0.2%
IA
55
IFP Advisors
Florida
$38.6M +$20.9M +1,177,965 +201%
PFM
56
Parsec Financial Management
North Carolina
$37.9M -$2.7M -152,781 -7%
BMM
57
Buffington Mohr McNeal
Idaho
$37.4M +$444K +25,080 +1%
OCM
58
One Capital Management
California
$37.2M +$35.5M +2,006,556 +3,106%
BFG
59
Berger Financial Group
Minnesota
$37.1M +$4.42M +249,696 +14%
RA
60
Rational Advisors
New York
$37M +$36.5M +2,059,755 New
OWM
61
Orgel Wealth Management
Wisconsin
$36.4M +$619K +34,941 +2%
BO
62
BRR OpCo
Ohio
$36.3M +$246K +13,911 +0.7%
WANY
63
Wealthspire Advisors (New York)
New York
$36.2M +$752K +42,492 +2%
MI
64
Moneywise Inc
Virginia
$35.8M +$1.39M +78,540 +4%
JIP
65
Jaffetilchin Investment Partners
Florida
$35.1M +$28.6K +1,614 +0.1%
FMP
66
Financial Management Professionals
Texas
$35M +$23M +1,299,870 +200%
IAS
67
IMA Advisory Services
Colorado
$34M +$969K +54,726 +3%
AP
68
Appleton Partners
Massachusetts
$33.6M +$356K +20,121 +1%
AIP
69
Almanack Investment Partners
Pennsylvania
$32.3M -$9.29M -524,760 -23%
AA
70
Ancora Advisors
Ohio
$31.9M -$845K -47,706 -3%
NRI
71
NFP Retirement Inc
California
$31.8M -$517K -29,223 -2%
BHB
72
Bank Hapoalim BM
Israel
$31.2M +$20.2M +1,140,000 +190%
NSAM
73
North Star Asset Management
Wisconsin
$30.5M +$198K +11,166 +0.7%
NFG
74
Northeast Financial Group
Pennsylvania
$30.5M -$152K -8,610 -0.5%
MTC
75
Matrix Trust Company
Colorado
$30.4M -$539K -30,444 -2%
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