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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
126
Curbstone Financial Management Corp
New Hampshire
$869K +$30.1K +3,900 +4%
CWM
127
Confluence Wealth Management
Oregon
$867K +$152K +19,752 +23%
ABFS
128
Appropriate Balance Financial Services
Washington
$866K +$2.83K +366 +0.3%
BFPW
129
BOK Financial Private Wealth
Colorado
$769K +$28.7K +3,714 +4%
PA
130
Pinnacle Associates
New York
$763K -$47.5K -6,150 -6%
FC
131
Forte Capital
New York
$702K +$666K +86,232 New
SIA
132
Starfire Investment Advisers
Michigan
$683K +$19.1K +2,478 +3%
SSWM
133
Sheets Smith Wealth Management
North Carolina
$675K -$540K -70,014 -46%
BCM
134
BTR Capital Management
California
$656K -$56.7K -7,350 -8%
IFS
135
Ifrah Financial Services
Arkansas
$650K -$32.5K -4,206 -5%
BWP
136
BSW Wealth Partners
Colorado
$642K +$13.2K +1,710 +2%
WF
137
WealthTrust Fairport
Ohio
$641K +$49.2K +6,372 +9%
HCM
138
Hollencrest Capital Management
California
$618K +$587K +75,996 New
PAG
139
Pinnacle Advisory Group
Maryland
$610K -$211K -27,390 -27%
FNBT
140
FineMark National Bank & Trust
Florida
$587K -$44K -5,706 -7%
SIG
141
Stanford Investment Group
California
$575K -$28K -3,624 -5%
SAM
142
Summit Asset Management
Tennessee
$566K – – –
OCM
143
One Capital Management
California
$566K +$6.95K +900 +1%
AIA
144
Allegis Investment Advisors
Idaho
$552K +$17K +2,208 +3%
FA
145
FDx Advisors
Illinois
$548K +$520K +67,314 New
WCM
146
Weik Capital Management
Pennsylvania
$542K +$143K +18,540 +39%
EWA
147
EP Wealth Advisors
California
$534K -$1.71M -221,904 -77%
SAM
148
Sawgrass Asset Management
Florida
$534K +$55.6K +7,200 +12%
GA
149
Geneva Advisors
Illinois
$531K -$285K -36,948 -36%
GGI
150
Godsey & Gibb Inc
Virginia
$526K -$33.6K -4,356 -6%
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