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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
$12M +$675K +40,020 +6%
SFPM
152
Sensible Financial Planning & Management
Massachusetts
$12M -$62K -3,672 -0.5%
FWP
153
FAS Wealth Partners
Kansas
$11.8M +$223K +13,194 +2%
BAAM
154
Baker Avenue Asset Management
California
$11.7M -$520K -30,822 -4%
PAG
155
Private Advisor Group
New Jersey
$11.6M +$333K +19,710 +3%
FMP
156
Financial Management Professionals
Texas
$11.5M -$18.7M -1,110,942 -63%
OIA
157
OneDigital Investment Advisors
Kansas
$11.4M +$737K +43,668 +7%
AI
158
Atria Investments
North Carolina
$11.3M -$6.08M -360,618 -36%
AIM
159
AMI Investment Management
Indiana
$11M +$39.5K +2,340 +0.4%
WA
160
WBH Advisory
Maryland
$10.9M +$412K +24,396 +4%
NL
161
NEPC LLC
Massachusetts
$10.6M – – –
BHB
162
Bank Hapoalim BM
Israel
$10.4M -$6.69M -396,636 -66%
DP
163
Denver PWM
Colorado
$10.3M -$2.62M -155,172 -21%
ACA
164
Aptus Capital Advisors
Alabama
$10M +$1.07M +63,282 +12%
TLP
165
Trinity Legacy Partners
Texas
$10M -$2.82M -167,220 -23%
PCWA
166
Pacific Capital Wealth Advisors
California
$9.82M -$135K -7,980 -1%
PFC
167
Phocas Financial Corp
California
$9.43M -$232K -13,770 -2%
JWM
168
Jackson Wealth Management
Florida
$9.37M -$1.04M -61,374 -10%
LSAG
169
Lake Street Advisors Group
New Hampshire
$9.28M +$23.3K +1,380 +0.3%
NWS
170
Newport Wealth Strategies
California
$9.28M +$168K +9,960 +2%
RRC
171
Relaxing Retirement Coach
Massachusetts
$9.26M -$96.4K -5,712 -1%
FCM
172
Fortis Capital Management
Washington
$9.25M +$668K +39,582 +8%
JMPWA
173
JP Morgan Private Wealth Advisors
California
$9.24M -$932K -55,248 -9%
MA
174
MCF Advisors
Kentucky
$9.11M -$257K -15,222 -3%
SVWAG
175
Sound View Wealth Advisors Group
Georgia
$9.1M +$670K +39,702 +8%
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