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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
826
Steward Partners Investment Advisory
New York
$404K +$157K +7,959 +69%
PIM
827
Penobscot Investment Management
Massachusetts
$403K +$46.5K +2,364 +14%
AIM
828
Acropolis Investment Management
Missouri
$403K – – –
PFGIA
829
Patriot Financial Group Insurance Agency
Massachusetts
$400K -$346K -17,586 -48%
ACM
830
Armbruster Capital Management
New York
$399K -$10.9K -555 -3%
LIM
831
Lathrop Investment Management
Arkansas
$395K -$46.6K -2,367 -11%
GCP
832
Gill Capital Partners
Colorado
$394K -$62.1K -3,153 -14%
ES
833
Eagle Strategies
New York
$393K +$374K +18,987 New
NFA
834
Northern Financial Advisors
Michigan
$392K -$136K -6,927 -27%
GWM
835
Gray Wealth Management
Maine
$392K – – –
EAM
836
Empirical Asset Management
Massachusetts
$391K +$47.3K +2,403 +15%
GB
837
Goepper Burkhardt
South Carolina
$391K – – –
CCA
838
Cadent Capital Advisors
Oklahoma
$387K +$67.1K +3,408 +22%
CG
839
CFO4Life Group
Texas
$387K -$3.6K -183 -1%
FPW
840
Flagship Private Wealth
Massachusetts
$379K -$42.2K -2,145 -10%
PK
841
Pflug Koory
Nebraska
$378K +$1.89K +96 +0.5%
HIF
842
Hill Island Financial
Michigan
$376K -$386K -19,626 -52%
BW
843
Basepoint Wealth
Iowa
$376K +$358K +18,162 New
CSPIA
844
Cary Street Partners Investment Advisory
Virginia
$375K -$7.91K -402 -2%
CASC
845
Coppell Advisory Solutions Corp
Texas
$375K +$357K +18,114 New
BC
846
Brio Consultants
California
$374K +$21.1K +1,071 +6%
ESB
847
Essex Savings Bank
Connecticut
$373K – – –
MWM
848
MBE Wealth Management
Wisconsin
$373K – – –
LJAC
849
L.J. Altfest & Co
New York
$373K +$106K +5,400 +43%
PTB
850
Pioneer Trust Bank
Oregon
$372K – – –
32 33
34
35 36