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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
PTB
951
Pioneer Trust Bank
Oregon
$417K – – –
AFA
952
Arlington Financial Advisors
California
$416K +$418K +17,929 New
NWMG
953
National Wealth Management Group
Ohio
$415K +$109K +4,681 +35%
PFA
954
Pathway Financial Advisors
Vermont
$413K – – –
GWA
955
Geometric Wealth Advisors
District of Columbia
$413K +$161K +6,900 +63%
TA
956
TPG Advisors
Illinois
$413K +$373 +16 +0.1%
BAM
957
Bellevue Asset Management
Washington
$412K +$29.8K +1,280 +8%
TRCT
958
Tower Research Capital (TRC)
New York
$411K +$413K +17,729 New
AIA
959
Armor Investment Advisors
North Carolina
$410K +$699 +30 +0.2%
STFP
960
Signal Tree Financial Partners
Ohio
$408K +$410K +17,607 New
VA
961
Vident Advisory
Georgia
$405K +$16.5K +707 +4%
CPW
962
Crestmont Private Wealth
Texas
$404K +$406K +17,433 New
RLWM
963
RF&L Wealth Management
Massachusetts
$404K – – –
EAM
964
Empirical Asset Management
Massachusetts
$404K -$3.73K -160 -0.9%
NFG
965
Nations Financial Group
Iowa
$402K -$139K -5,958 -26%
BC
966
Brio Consultants
California
$402K -$7.06K -303 -2%
RCA
967
Riverview Capital Advisers
Massachusetts
$401K -$256 -11 -0.1%
SAS
968
SMI Advisory Services
Indiana
$399K +$90.5K +3,883 +29%
PIM
969
Penobscot Investment Management
Massachusetts
$397K – – –
LWM
970
Liberty Wealth Management
California
$396K +$370K +15,873 New
PMG
971
ProVise Management Group
Florida
$395K -$47 -2 -0%
FPW
972
Flagship Private Wealth
Massachusetts
$395K -$23 -1 -0%
HI
973
Hudock Inc
Pennsylvania
$392K +$280 +12 +0.1%
NFC
974
Northeast Financial Consultants
Connecticut
$389K – – –
AWM
975
Aprio Wealth Management
Georgia
$389K -$49.4K -2,118 -11%
37 38
39
40 41