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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
TLP
151
Trinity Legacy Partners
Texas
$6.67M -$200K -16,464 -2%
IWMA
152
Ironwood Wealth Management (Arizona)
Arizona
$6.52M -$3.17M -261,108 -29%
BWM
153
BerganKDV Wealth Management
Minnesota
$6.51M +$708K +58,326 +10%
SIC
154
Salem Investment Counselors
North Carolina
$6.38M +$65.8K +5,418 +0.9%
IA
155
IFP Advisors
Florida
$6.36M -$1.67M -137,184 -18%
PFC
156
Phocas Financial Corp
California
$6.29M – – –
PIMG
157
Patriot Investment Management Group
Tennessee
$6.28M +$1.6M +131,814 +27%
NL
158
NEPC LLC
Massachusetts
$6.24M +$1.15M +94,776 +18%
SWA
159
SFMG Wealth Advisors
Texas
$6.2M -$53.6M -4,416,966 -88%
AIM
160
Anchor Investment Management
South Carolina
$6.18M +$1.39M +114,492 +23%
CST
161
Charles Schwab Trust
Nevada
$6.17M +$2.46M +202,836 +51%
OWM
162
Orgel Wealth Management
Wisconsin
$6.06M +$1.04M +85,938 +17%
YAL
163
Your Advocates Ltd
Texas
$6.03M +$499K +41,118 +7%
OIA
164
OneDigital Investment Advisors
Kansas
$6M -$772K -63,588 -10%
ECM
165
Exchange Capital Management
Michigan
$5.98M -$799K -65,808 -10%
DWM
166
Destination Wealth Management
California
$5.96M -$4.45M -366,186 -39%
BPM
167
Bowling Portfolio Management
Ohio
$5.85M +$984K +81,006 +16%
NIC
168
Northwest Investment Counselors
Oregon
$5.83M -$198K -16,308 -3%
ATWA
169
Arbor Trust Wealth Advisors
Michigan
$5.73M +$25.2K +2,076 +0.4%
BWA
170
Burt Wealth Advisors
Maryland
$5.62M +$267K +21,948 +4%
LBC
171
Lowe Brockenbrough & Co
Virginia
$5.18M +$148K +12,222 +2%
FA
172
FDx Advisors
Illinois
$5.18M +$409K +33,636 +7%
AWM
173
Avior Wealth Management
Nebraska
$5.17M +$830K +68,346 +16%
BC
174
Brio Consultants
California
$5.09M -$28.8K -2,370 -0.5%
MW
175
Marcum Wealth
Ohio
$5.02M +$4.9M +403,332 +457%
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