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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
201
DeGreen Capital Management
Arizona
$3.88M -$15.2M -1,251,564 -77%
WA
202
WBH Advisory
Maryland
$3.88M -$1.13M -93,162 -20%
AF
203
Advisornet Financial
Minnesota
$3.86M -$4.9M -403,584 -52%
HFS
204
Hantz Financial Services
Michigan
$3.82M +$4.54M +374,070 New
AL
205
Aspiriant LLC
California
$3.8M -$198K -16,296 -4%
LSAG
206
Lake Street Advisors Group
New Hampshire
$3.74M +$4.45M +366,306 New
BAMG
207
Brand Asset Management Group
Missouri
$3.74M +$2.13M +175,092 +92%
CA
208
Calton & Associates
Florida
$3.67M +$598K +49,224 +16%
WOC
209
West Oak Capital
California
$3.65M +$2.44M +200,868 +128%
MA
210
MUFG Americas
New York
$3.65M -$71.1K -5,856 -2%
NIM
211
Nicollet Investment Management
Minnesota
$3.63M +$289K +23,814 +7%
PMG
212
ProVise Management Group
Florida
$3.61M -$1.84M -151,752 -30%
KFC
213
Klingenstein Fields & Co
New York
$3.58M +$1.08M +88,830 +34%
FAIM
214
Financial Advocates Investment Management
Washington
$3.52M -$2.49M -204,930 -37%
KF
215
Krilogy Financial
Missouri
$3.5M -$249K -20,514 -6%
TIM
216
Tortoise Investment Management
New York
$3.47M +$809K +66,606 +24%
CFO
217
CVA Family Office
Colorado
$3.45M +$856K +70,476 +26%
PWMG
218
Prestige Wealth Management Group
New Jersey
$3.44M -$149K -12,282 -4%
SVWAG
219
Sound View Wealth Advisors Group
Georgia
$3.31M +$493K +40,620 +14%
MCM
220
Mitchell Capital Management
Kansas
$3.3M -$157K -12,888 -4%
ACA
221
Aptus Capital Advisors
Alabama
$3.29M -$16.5K -1,362 -0.4%
PCMC
222
Private Capital Management (Colorado)
Colorado
$3.27M -$138K -11,346 -3%
GHA
223
GW Henssler & Associates
Georgia
$3.26M -$263K -21,672 -6%
BC
224
Bartlett & Co
Ohio
$3.18M +$3.79M +311,676 New
BCWM
225
Bartlett & Co Wealth Management
Ohio
$3.18M -$160K -13,200 -4%
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9
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