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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
151
St. Johns Investment Management
Florida
$29.5M -$615K -21,547 -2%
MIA
152
Milestone Investment Advisors
Wisconsin
$29.5M -$205K -7,168 -0.7%
AIM
153
Athena Investment Management
California
$28.8M -$9.34M -326,956 -25%
DWM
154
Destination Wealth Management
California
$28.7M -$1.94M -67,996 -7%
CCA
155
Clearwater Capital Advisors
Illinois
$28.6M +$380K +13,302 +1%
SIC
156
Salem Investment Counselors
North Carolina
$28.2M +$498K +17,423 +2%
SFMG
157
Sage Financial Management Group
Virginia
$28M -$63.5K -2,224 -0.2%
EL
158
Essex LLC
Illinois
$27.9M +$220K +7,717 +0.8%
GFM
159
GEN Financial Management
Minnesota
$27.6M +$150K +5,239 +0.6%
SF
160
Summit Financial
New Jersey
$27.5M +$4.76M +166,546 +22%
AF
161
Allworth Financial
California
$27.2M -$218K -7,635 -0.8%
MF
162
Manchester Financial
California
$26.6M -$1.52M -53,321 -6%
LFS
163
Lutz Financial Services
Nebraska
$26.6M +$324K +11,354 +1%
SVWAG
164
Sound View Wealth Advisors Group
Georgia
$26.5M -$511K -17,901 -2%
AAS
165
Asset Allocation Strategies
Michigan
$26.2M +$330K +11,551 +1%
LBC
166
Lowe Brockenbrough & Co
Virginia
$25.9M -$1.3M -45,409 -5%
AZ
167
Alpha Zero
Florida
$25.9M +$2.39M +83,701 +11%
VFIC
168
Valley Forge Investment Consultants
Pennsylvania
$25.9M +$314K +11,009 +1%
BIA
169
Bell Investment Advisors
California
$25.5M -$987K -34,558 -4%
AA
170
Ancora Advisors
Ohio
$24.8M -$1.23M -43,217 -5%
BCI
171
Brinker Capital Investments
Pennsylvania
$24.6M -$393K -13,758 -2%
WA
172
WBH Advisory
Maryland
$24.6M +$559K +19,593 +2%
SFC
173
Sprinkle Financial Consultants
Colorado
$24.3M -$141K -4,928 -0.6%
CCM
174
Canal Capital Management
Virginia
$24.3M +$301K +10,542 +1%
CFIA
175
Cantor Fitzgerald Investment Advisors
New York
$24.1M -$439K -15,391 -2%
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