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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
DW
126
Domani Wealth
Pennsylvania
$14.4M +$31.6K +2,208 +0.2%
ACG
127
Allen Capital Group
Nebraska
$13.9M -$419K -29,310 -3%
RWRC
128
R.W. Roge & Company
New York
$13.8M -$206K -14,406 -2%
CCM
129
Coldstream Capital Management
Washington
$13.8M +$246K +17,160 +2%
MF
130
Manchester Financial
California
$13.6M -$198K -13,836 -2%
IWC
131
Integrated Wealth Concepts
Massachusetts
$13.2M +$724K +50,592 +6%
PA
132
Planning Alternatives
Michigan
$13.2M -$6.66M -465,606 -35%
LIM
133
Leavell Investment Management
Alabama
$13.1M -$8.19M -572,262 -40%
RDWM
134
Red Door Wealth Management
Tennessee
$13M -$48.7K -3,402 -0.4%
ACA
135
Ascension Capital Advisors
Texas
$12.6M +$533K +37,278 +5%
AAM
136
Ascension Asset Management
New York
$12.6M +$11.9M +832,248 New
CWM
137
Cabot Wealth Management
Massachusetts
$12.4M -$3.53M -246,384 -23%
SDWMA
138
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.2M +$221K +15,444 +2%
PWM
139
Provident Wealth Management
Tennessee
$12.2M +$1.39M +97,248 +14%
BWM
140
BCS Wealth Management
Tennessee
$11.8M +$397K +27,738 +4%
PAG
141
Private Advisor Group
New Jersey
$11.8M +$2.09M +145,878 +23%
TLP
142
Trinity Legacy Partners
Texas
$11.6M -$466K -32,532 -4%
PCWA
143
Pacific Capital Wealth Advisors
California
$11.5M +$92.9K +6,492 +0.9%
EWM
144
Empirical Wealth Management
Washington
$11.4M -$1.06M -74,382 -9%
SFPM
145
Sensible Financial Planning & Management
Massachusetts
$11.3M -$1.23M -85,902 -10%
SPA
146
Sentinel Pension Advisors
Massachusetts
$11.1M +$387K +27,024 +4%
LBC
147
Lowe Brockenbrough & Co
Virginia
$11.1M +$1.8M +125,532 +21%
MCM
148
MAI Capital Management
Ohio
$11.1M +$1.56M +109,362 +18%
SP
149
SWS Partners
Ohio
$10.9M -$405K -28,290 -4%
AIM
150
Anchor Investment Management
South Carolina
$10.9M +$504K +35,250 +5%
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