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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
126
Cobblestone Capital Advisors
New York
$14.5M -$1.85M -118,062 -12%
CCM
127
Coldstream Capital Management
Washington
$14.3M -$210K -13,386 -1%
ACG
128
Allen Capital Group
Nebraska
$14.1M -$617K -39,414 -4%
ACA
129
Ascension Capital Advisors
Texas
$13.8M +$434K +27,678 +3%
LIM
130
Leavell Investment Management
Alabama
$13.6M -$156K -9,954 -1%
SDWMA
131
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.5M +$621K +39,660 +5%
GG
132
Greenwood Gearhart
Arkansas
$13.4M -$3.04M -193,968 -19%
RWRC
133
R.W. Roge & Company
New York
$13.2M -$1.31M -83,814 -9%
LBC
134
Lowe Brockenbrough & Co
Virginia
$13.1M +$1.29M +82,560 +11%
PA
135
Planning Alternatives
Michigan
$13M -$989K -63,126 -7%
DWM
136
Destination Wealth Management
California
$12.7M -$6.63M -423,354 -35%
TLP
137
Trinity Legacy Partners
Texas
$12.4M -$429K -27,360 -4%
BWM
138
BCS Wealth Management
Tennessee
$12.4M -$102K -6,486 -0.8%
CWM
139
Cabot Wealth Management
Massachusetts
$12.3M -$805K -51,402 -6%
AIM
140
Anchor Investment Management
South Carolina
$12.1M +$627K +40,008 +6%
VFIC
141
Valley Forge Investment Consultants
Pennsylvania
$11.4M +$1.28M +81,558 +13%
BAAM
142
Baker Avenue Asset Management
California
$11.3M -$171K -10,920 -2%
MCM
143
MAI Capital Management
Ohio
$11.3M -$403K -25,728 -4%
ACM
144
Alpha Capital Management
Texas
$11.2M +$13.1K +834 +0.1%
BWA
145
Burt Wealth Advisors
Maryland
$11.1M +$351K +22,404 +3%
SFPM
146
Sensible Financial Planning & Management
Massachusetts
$11.1M -$769K -49,092 -7%
SSWM
147
Sheets Smith Wealth Management
North Carolina
$10.9M +$48.6K +3,102 +0.5%
CWA
148
Cornerstone Wealth Advisors
Minnesota
$10.7M +$10.5M +670,086 New
FWP
149
FAS Wealth Partners
Kansas
$10.7M +$504K +32,178 +5%
MSFS
150
Main Street Financial Solutions
Pennsylvania
$10.6M +$2.36M +150,840 +29%
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