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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
151
Northwest Capital Management
Oregon
$18.5M +$3.93M +223,551 +29%
SVWAG
152
Sound View Wealth Advisors Group
Georgia
$18.5M +$770K +43,863 +5%
PWM
153
Provident Wealth Management
Tennessee
$18.1M +$87K +4,956 +0.5%
RCIM
154
Red Cedar Investment Management
Michigan
$18M +$44.3K +2,523 +0.3%
RCM
155
Richardson Capital Management
Wisconsin
$17.9M +$12.6K +720 New
DBRC
156
D.B. Root & Company
Pennsylvania
$17.8M +$208K +11,820 +1%
AA
157
Ancora Advisors
Ohio
$17.6M -$3.53M -201,030 -18%
SIC
158
Salem Investment Counselors
North Carolina
$17.5M +$188K +10,716 +1%
HCM
159
Hengehold Capital Management
Ohio
$17.5M -$43.1K -2,454 -0.3%
KHC
160
Koesten Hirschmann & Crabtree
Kansas
$17.3M -$315K -17,922 -2%
CFG
161
Carr Financial Group
Massachusetts
$17.1M +$5.32M +302,775 +50%
CCA
162
Clearwater Capital Advisors
Illinois
$17M -$218K -12,435 -1%
BBPWM
163
Blue Bell Private Wealth Management
Pennsylvania
$17M -$1.29M -73,623 -8%
AIM
164
Anchor Investment Management
South Carolina
$16.9M +$530K +30,201 +3%
LBC
165
Lowe Brockenbrough & Co
Virginia
$16.6M +$117K +6,636 +0.8%
SFMG
166
Sage Financial Management Group
Virginia
$16.4M -$257K -14,634 -2%
ACA
167
Ascension Capital Advisors
Texas
$16.4M -$773K -44,028 -5%
WA
168
WBH Advisory
Maryland
$16.3M +$91.8K +5,226 +0.6%
BDF
169
Black Diamond Financial
Maryland
$16.1M -$391K -22,251 -3%
MCM
170
MAI Capital Management
Ohio
$16.1M +$156K +8,883 +1%
BIA
171
Bell Investment Advisors
California
$16.1M +$589K +33,522 +4%
EFG
172
Ethos Financial Group
Pennsylvania
$15.7M +$1.33M +75,459 +10%
SEM
173
Strategic Equity Management
Arizona
$15.3M +$14.3M +814,329 New
SSWM
174
Sheets Smith Wealth Management
North Carolina
$15.2M +$12.1M +686,499 +85%
CCM
175
Coldstream Capital Management
Washington
$15.1M -$1.36M -77,460 -9%
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