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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
151
Bell Investment Advisors
California
$13.9M -$340K -18,420 -2%
BAAM
152
Baker Avenue Asset Management
California
$13.8M +$420K +22,734 +3%
CAG
153
Compass Advisory Group
New York
$13.6M +$13.3M +717,252 New
WA
154
WBH Advisory
Maryland
$13.5M +$1.12M +60,744 +9%
RWRC
155
R.W. Roge & Company
New York
$13.4M -$399K -21,576 -3%
PA
156
Planning Alternatives
Michigan
$13.3M -$550K -29,790 -4%
CHA
157
Cooper/Haims Advisors
New York
$13.2M -$1.49M -80,892 -10%
FCM
158
Fortis Capital Management
Washington
$13.2M +$3.01M +162,672 +30%
CWA
159
Consilium Wealth Advisory
Texas
$13.2M +$12.9M +695,664 New
FWP
160
FAS Wealth Partners
Kansas
$13.1M -$88.6K -4,794 -0.7%
ACA
161
Aptus Capital Advisors
Alabama
$12.8M +$463K +25,056 +4%
JMPWA
162
JP Morgan Private Wealth Advisors
California
$12.5M -$200K -10,800 -2%
GG
163
Greenwood Gearhart
Arkansas
$12.5M +$138K +7,452 +1%
FMP
164
Financial Management Professionals
Texas
$12.3M +$637K +34,470 +6%
PCWA
165
Pacific Capital Wealth Advisors
California
$12.2M -$47.3K -2,562 -0.4%
NL
166
NEPC LLC
Massachusetts
$11.6M – – –
BHB
167
Bank Hapoalim BM
Israel
$11.4M – – –
AIM
168
AMI Investment Management
Indiana
$11.3M -$170K -9,210 -2%
ACG
169
Allen Capital Group
Nebraska
$11.3M -$3.14M -170,070 -22%
FNC
170
First National Corp
Massachusetts
$11.2M +$90.6K +4,902 +0.8%
IA
171
IFP Advisors
Florida
$11.1M +$766K +41,454 +8%
TLP
172
Trinity Legacy Partners
Texas
$11.1M +$41.1K +2,226 +0.4%
GSAM
173
Grant Street Asset Management
Pennsylvania
$10.4M -$473K -25,602 -4%
MFA
174
Morling Financial Advisors
California
$10.4M +$10.1M +547,842 New
RJFSA
175
Raymond James Financial Services Advisors
Florida
$10.4M +$3.68M +199,224 +57%
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