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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
126
Fortis Capital Management
Washington
$18.6M +$296K +18,780 +2%
RDWM
127
Red Door Wealth Management
Tennessee
$18.5M -$1.08M -68,502 -6%
BHB
128
Bank Hapoalim BM
Israel
$18.4M – – –
NDSI
129
Newman Dignan & Sheerar Inc
Rhode Island
$18.4M +$370K +23,523 +2%
MFC
130
Morris Financial Concepts
South Carolina
$18.2M +$760K +48,285 +4%
SJIM
131
St. Johns Investment Management
Florida
$18.2M -$636K -40,446 -3%
PWA
132
Pillar Wealth Advisors
Pennsylvania
$18.2M -$132K -8,370 -0.7%
DAS
133
Dynamic Advisor Solutions
Arizona
$17.4M -$696K -44,196 -4%
GG
134
Gleason Group
Kentucky
$17.3M +$1.01M +64,371 +6%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$17M +$10.1M +639,273 +153%
RWP
136
Revolve Wealth Partners
New Jersey
$16.8M -$9.01M -572,811 -36%
BBPWM
137
Blue Bell Private Wealth Management
Pennsylvania
$16.3M -$675K -42,906 -4%
MCM
138
MAI Capital Management
Ohio
$16M -$621K -39,492 -4%
PWM
139
Provident Wealth Management
Tennessee
$15.8M -$219K -13,902 -1%
HCM
140
Hengehold Capital Management
Ohio
$15.3M -$120K -7,626 -0.8%
KHC
141
Koesten Hirschmann & Crabtree
Kansas
$15.3M +$468K +29,769 +3%
ACA
142
Aptus Capital Advisors
Alabama
$15.2M +$2.82M +179,262 +23%
SVWAG
143
Sound View Wealth Advisors Group
Georgia
$15.2M -$629K -39,978 -4%
CCM
144
Coldstream Capital Management
Washington
$15.1M +$389K +24,741 +3%
ACA
145
Ascension Capital Advisors
Texas
$14.9M -$54.7K -3,477 -0.4%
DW
146
Domani Wealth
Pennsylvania
$14.8M -$58.3K -3,705 -0.4%
GWANC
147
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.8M +$2.53M +160,980 +21%
AIM
148
Anchor Investment Management
South Carolina
$14.8M +$675K +42,891 +5%
DBRC
149
D.B. Root & Company
Pennsylvania
$14.7M -$377K -23,967 -3%
BWM
150
BCS Wealth Management
Tennessee
$14.6M +$2.14M +136,227 +18%
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