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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
776
Northeast Financial Consultants
Connecticut
$250K – – –
VIA
777
Vident Investment Advisory
Georgia
$250K +$272K +16,788 New
CGFA
778
Colton Groome Financial Advisors
North Carolina
$249K – – –
KA
779
Klingman & Associates
New York
$249K +$271K +16,737 New
BAM
780
Bellevue Asset Management
Washington
$247K – – –
HWMA
781
Heritage Wealth Management (Arizona)
Arizona
$243K -$2.01M -124,314 -88%
EVM
782
Eaton Vance Management
Massachusetts
$242K -$80.5K -4,968 -23%
GA
783
Gateway Advisory
New Jersey
$242K +$1.6K +99 +0.6%
SAA
784
Southeast Asset Advisors
Georgia
$240K – – –
HNB
785
Huntington National Bank
Ohio
$239K – – –
CT
786
Cambridge Trust
Massachusetts
$238K – – –
BBA
787
Braun-Bostich & Associates
Pennsylvania
$238K +$259K +15,996 New
PIP
788
Peachtree Investment Partners
Florida
$237K -$271K -16,716 -51%
ASI
789
Advisory Services & Investments
Oregon
$235K -$295K -18,195 -54%
FFWM
790
Future Financial Wealth Management
Ohio
$233K – – –
PFA
791
Pathway Financial Advisors
Vermont
$233K – – –
RIS
792
Retirement Income Solutions
Michigan
$232K – – –
FWM
793
Fortress Wealth Management
California
$231K -$65.1K -4,020 -21%
CIA
794
Capital Investment Advisors
Georgia
$231K +$486 +30 +0.2%
LW
795
Linscomb Wealth
Texas
$231K +$55.3K +3,414 +28%
DIA
796
Dana Investment Advisors
Wisconsin
$231K +$67.5K +4,164 +37%
CPA
797
Cardiff Park Advisors
California
$230K -$29.1K -1,797 -10%
SOS
798
Silver Oak Securities
Tennessee
$230K +$239K +14,727 New
HIM
799
Harbour Investment Management
Washington
$229K +$19.9K +1,230 +9%
GW
800
GW & Wade
Massachusetts
$226K -$2.24K -138 -0.9%
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32
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