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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
151
Salem Investment Counselors
North Carolina
$7.7M -$14.6K -1,254 -0.2%
JWM
152
Jackson Wealth Management
Florida
$7.7M +$7.26M +623,142 New
BWA
153
Burt Wealth Advisors
Maryland
$7.69M +$843K +72,294 +13%
OIA
154
OneDigital Investment Advisors
Kansas
$7.66M +$382K +32,790 +6%
NL
155
NEPC LLC
Massachusetts
$7.55M – – –
JMPWA
156
JP Morgan Private Wealth Advisors
California
$7.55M -$860K -73,836 -11%
BAAM
157
Baker Avenue Asset Management
California
$7.5M +$5.72M +490,854 +422%
CM
158
Columbus Macro
Pennsylvania
$7.37M -$4.44M -380,592 -39%
BWM
159
BerganKDV Wealth Management
Minnesota
$7.3M -$538K -46,194 -7%
FNC
160
First National Corp
Massachusetts
$7.13M +$610K +52,344 +10%
PFC
161
Phocas Financial Corp
California
$7.12M – – –
ATWA
162
Arbor Trust Wealth Advisors
Michigan
$7.06M +$122K +10,500 +2%
MA
163
MCF Advisors
Kentucky
$6.96M +$1.41M +120,738 +27%
SWA
164
SFMG Wealth Advisors
Texas
$6.95M -$519K -44,574 -7%
ECM
165
Exchange Capital Management
Michigan
$6.94M -$275K -23,580 -4%
LBC
166
Lowe Brockenbrough & Co
Virginia
$6.87M +$566K +48,570 +10%
NIC
167
Northwest Investment Counselors
Oregon
$6.82M -$229K -19,674 -3%
AWM
168
Avior Wealth Management
Nebraska
$6.47M +$203K +17,382 +3%
IA
169
IFP Advisors
Florida
$6.38M -$1.05M -90,372 -15%
HCM
170
Hengehold Capital Management
Ohio
$6.28M +$712K +61,104 +14%
PP
171
Paloma Partners
Connecticut
$6.21M +$5.86M +502,782 New
IWMA
172
Ironwood Wealth Management (Arizona)
Arizona
$6.17M -$1.63M -139,722 -22%
MAS
173
Managed Account Services
Florida
$5.99M +$113K +9,660 +2%
DWM
174
Destination Wealth Management
California
$5.88M -$1.26M -107,916 -18%
LSAG
175
Lake Street Advisors Group
New Hampshire
$5.83M +$1.23M +105,510 +29%
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