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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
76
Cantor Fitzgerald
New York
$25.8M +$14.8M +943,026 +107%
CWM
77
Congress Wealth Management
Massachusetts
$25.7M +$263K +16,785 +0.9%
AFS
78
Access Financial Services
Minnesota
$25.1M +$1.84M +117,021 +7%
IWC
79
Integrated Wealth Concepts
Massachusetts
$25M +$1.93M +122,934 +7%
AA
80
Ashford Advisors
New York
$24.7M – – –
BHB
81
Bank Hapoalim BM
Israel
$24.4M – – –
AA
82
Ancora Advisors
Ohio
$23.9M -$953K -60,771 -3%
AAMA
83
Advanced Asset Management Advisors
Ohio
$23.9M – – –
NRI
84
NFP Retirement Inc
California
$23.7M -$2.95M -187,971 -10%
RWP
85
Revolve Wealth Partners
New Jersey
$23.4M +$852K +54,300 +3%
MTC
86
Matrix Trust Company
Colorado
$23M -$215K -13,731 -0.8%
NC
87
NewSquare Capital
Pennsylvania
$22.3M +$94K +5,991 +0.4%
BA
88
Ballast Advisors
Minnesota
$21.7M +$764K +48,684 +3%
BCI
89
Brinker Capital Investments
Pennsylvania
$21.6M -$183K -11,634 -0.8%
SFMG
90
Sage Financial Management Group
Virginia
$21.3M -$2.93M -186,900 -11%
NFG
91
Northeast Financial Group
Pennsylvania
$20.7M +$555K +35,373 +2%
VAS
92
Valicenti Advisory Services
New York
$20.7M -$528K -33,636 -2%
MF
93
Manchester Financial
California
$20.4M +$282K +17,997 +1%
FFN
94
Focus Financial Network
Minnesota
$20.4M +$40K +2,547 +0.2%
MFGP
95
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.3M +$162K +10,311 +0.7%
SWA
96
Sutton Wealth Advisors
Florida
$20.1M -$14.4K -918 -0.1%
RCIM
97
Red Cedar Investment Management
Michigan
$19.8M +$97.9K +6,237 +0.4%
DB
98
Dravo Bay
Delaware
$19.7M +$190K +12,108 +0.9%
D
99
Diversified
Delaware
$19.7M +$3.57M +227,310 +20%
KCPG
100
Kavar Capital Partners Group
Kansas
$19.6M +$506K +32,247 +2%
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