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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
$14.2M +$1.09M +61,689 +8%
SFPM
152
Sensible Financial Planning & Management
Massachusetts
$14.2M +$67.9K +3,837 +0.5%
BWM
153
BCS Wealth Management
Tennessee
$13.9M -$1.65M -93,309 -11%
RWRC
154
R.W. Roge & Company
New York
$13.8M +$53 +3 +0%
CFA
155
Cahill Financial Advisors
Minnesota
$13.7M -$415K -23,469 -3%
SIC
156
Salem Investment Counselors
North Carolina
$13.6M +$262K +14,790 +2%
LBC
157
Lowe Brockenbrough & Co
Virginia
$13.3M -$244K -13,794 -2%
CCA
158
Cobblestone Capital Advisors
New York
$13.3M -$363K -20,493 -3%
ACA
159
Aptus Capital Advisors
Alabama
$12.9M +$778K +43,950 +7%
FWP
160
FAS Wealth Partners
Kansas
$12.6M +$229K +12,924 +2%
DWM
161
Destination Wealth Management
California
$12.5M -$7.5M -423,537 -38%
GG
162
Greenwood Gearhart
Arkansas
$12.2M +$374K +21,114 +3%
WA
163
WBH Advisory
Maryland
$12.1M +$48.3K +2,727 +0.4%
JMPWA
164
JP Morgan Private Wealth Advisors
California
$11.9M +$39.4K +2,226 +0.3%
AF
165
Allworth Financial
California
$11.8M +$3.52M +198,876 +43%
PA
166
Planning Alternatives
Michigan
$11.7M -$823K -46,473 -7%
PCWA
167
Pacific Capital Wealth Advisors
California
$11.5M -$22.4K -1,266 -0.2%
NCM
168
Northwest Capital Management
Oregon
$11.2M +$1.75M +98,823 +19%
TLP
169
Trinity Legacy Partners
Texas
$11.1M +$597K +33,726 +6%
WCG
170
Wall Capital Group
Arizona
$11.1M +$1.75M +98,796 +19%
CHA
171
Cooper/Haims Advisors
New York
$10.9M -$1.62M -91,695 -13%
BWFA
172
Baltimore-Washington Financial Advisors
Maryland
$10.7M +$35.2K +1,986 New
FNC
173
First National Corp
Massachusetts
$10.3M -$263K -14,844 -3%
MHR
174
Matthew Hamilton Rosenberg
$10.2M +$1.07M +60,318 +12%
SVWAG
175
Sound View Wealth Advisors Group
Georgia
$9.89M +$172K +9,741 +2%
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