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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
151
Baker Avenue Asset Management
California
$10.8M +$1.37M +95,940 +15%
ACM
152
Alpha Capital Management
Texas
$10.6M -$18.8K -1,314 -0.2%
SHJ
153
Sharkey, Howes & Javer
Colorado
$10.6M -$225K -15,714 -2%
SSWM
154
Sheets Smith Wealth Management
North Carolina
$10.3M -$166K -11,616 -2%
BWA
155
Burt Wealth Advisors
Maryland
$10.2M +$726K +50,742 +8%
BPM
156
Bowling Portfolio Management
Ohio
$9.84M +$1.9M +132,636 +26%
FWP
157
FAS Wealth Partners
Kansas
$9.63M +$2.07M +144,840 +30%
VFIC
158
Valley Forge Investment Consultants
Pennsylvania
$9.58M +$9.04M +631,854 New
AIM
159
AMI Investment Management
Indiana
$9.4M -$776K -54,222 -8%
OIA
160
OneDigital Investment Advisors
Kansas
$9.34M -$572K -39,942 -6%
NL
161
NEPC LLC
Massachusetts
$9.27M – – –
SIC
162
Salem Investment Counselors
North Carolina
$9.17M +$207K +14,484 +2%
DP
163
Denver PWM
Colorado
$9.1M -$1.96M -136,914 -18%
JWM
164
Jackson Wealth Management
Florida
$9.05M -$267K -18,648 -3%
JMPWA
165
JP Morgan Private Wealth Advisors
California
$8.99M -$146K -10,194 -2%
WA
166
WBH Advisory
Maryland
$8.8M +$506K +35,376 +7%
FNC
167
First National Corp
Massachusetts
$8.79M +$153K +10,686 +2%
RRC
168
Relaxing Retirement Coach
Massachusetts
$8.65M -$13.2M -922,014 -62%
ATWA
169
Arbor Trust Wealth Advisors
Michigan
$8.51M -$196K -13,686 -2%
NIC
170
Northwest Investment Counselors
Oregon
$8.27M -$15.8K -1,104 -0.2%
MA
171
MCF Advisors
Kentucky
$8.27M +$11.2K +780 +0.1%
KAS
172
Kestra Advisory Services
Texas
$8.21M +$7.77M +542,958 +101,678%
SWA
173
SFMG Wealth Advisors
Texas
$8.2M -$377K -26,328 -5%
5L
174
55I LLC
Massachusetts
$8.04M -$29.2M -2,042,556 -79%
LSAG
175
Lake Street Advisors Group
New Hampshire
$7.78M +$26.1K +1,824 +0.4%
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