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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
126
MAI Capital Management
Ohio
$14.9M -$1.09M -69,345 -6%
PWM
127
Provident Wealth Management
Tennessee
$14.8M +$1.15M +73,269 +8%
MFC
128
Morris Financial Concepts
South Carolina
$14.6M +$12.2K +777 +0.1%
DBRC
129
D.B. Root & Company
Pennsylvania
$14.5M -$196K -12,489 -1%
HI
130
Harbour Investments
Wisconsin
$14.5M – – –
ACG
131
Allen Capital Group
Nebraska
$14.2M +$1.13M +72,312 +8%
DWM
132
Destination Wealth Management
California
$13.6M -$11.2M -716,313 -43%
PRS
133
Pinkerton Retirement Specialists
Idaho
$13.1M -$477K -30,375 -3%
ACA
134
Ascension Capital Advisors
Texas
$13.1M -$64.8K -4,131 -0.4%
DW
135
Domani Wealth
Pennsylvania
$13M -$4.09K -261 -0%
BDF
136
Black Diamond Financial
Maryland
$12.9M +$776K +49,458 +6%
CST
137
Charles Schwab Trust
Nevada
$12.7M +$12.4M +791,451 +712%
LIM
138
Leavell Investment Management
Alabama
$12.7M +$125K +7,989 +0.9%
FCM
139
Fortis Capital Management
Washington
$12.5M +$2.78M +176,889 +25%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$12.4M -$42.6K -2,712 -0.3%
BAAM
141
Baker Avenue Asset Management
California
$12.3M +$286K +18,231 +2%
OCM
142
One Capital Management
California
$11.8M -$2.83M -180,315 -18%
AIM
143
Anchor Investment Management
South Carolina
$11.8M +$109K +6,963 +0.8%
SIC
144
Salem Investment Counselors
North Carolina
$11.7M +$407K +25,935 +3%
ACM
145
Alpha Capital Management
Texas
$11.7M +$274K +17,490 +2%
BWA
146
Burt Wealth Advisors
Maryland
$11.6M -$529K -33,714 -4%
ACA
147
Aptus Capital Advisors
Alabama
$11.5M +$847K +53,991 +7%
MWA
148
Martel Wealth Advisors
Washington
$11.5M -$3.52M -224,406 -22%
GWANC
149
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.4M +$840K +53,568 +7%
AWM
150
Abound Wealth Management
Tennessee
$11.3M -$289K -18,420 -2%
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