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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
201
Colton Groome Financial Advisors
North Carolina
$5.72M -$118K -8,280 -2%
MWM
202
MinichMacGregor Wealth Management
New York
$5.66M -$6.96K -486 -0.1%
CFA
203
Carroll Financial Associates
North Carolina
$5.53M +$188K +13,128 +4%
BIA
204
Bigelow Investment Advisors
Maine
$5.52M +$108K +7,578 +2%
HFS
205
Hantz Financial Services
Michigan
$5.48M +$83K +5,802 +2%
NIM
206
Nicollet Investment Management
Minnesota
$5.46M -$27.1K -1,896 -0.5%
BAMG
207
Brand Asset Management Group
Missouri
$5.44M +$20.9K +1,464 +0.4%
CMBA
208
C.M. Bidwell & Associates
Hawaii
$5.44M +$281K +19,620 +6%
TIM
209
Tortoise Investment Management
New York
$5.4M +$367K +25,620 +8%
AA
210
Alesco Advisors
New York
$5.31M -$132K -9,222 -3%
BSW
211
Buckingham Strategic Wealth
Missouri
$5.25M +$4.16M +290,526 +520%
TSWM
212
Triangle Securities Wealth Management
North Carolina
$5.24M -$115K -8,034 -2%
NWS
213
Newport Wealth Strategies
California
$5.18M – – –
MA
214
MUFG Americas
New York
$5.14M +$96.2K +6,720 +2%
WOC
215
West Oak Capital
California
$5.14M -$269K -18,810 -5%
WCG
216
Wall Capital Group
Arizona
$5.1M +$1.17M +81,990 +32%
CA
217
Calton & Associates
Florida
$5.03M -$480K -33,510 -9%
DSA
218
Droms Strauss Advisors
Missouri
$4.99M -$6.01K -420 -0.1%
SEEDPG
219
S.E.E.D. Planning Group
New York
$4.99M -$167K -11,664 -3%
SWM
220
Stockman Wealth Management
Montana
$4.91M +$139K +9,702 +3%
LPT
221
Legacy Private Trust
Wisconsin
$4.84M +$20.9K +1,458 +0.5%
CM
222
Columbus Macro
Pennsylvania
$4.83M -$2.51M -175,698 -36%
BCWM
223
Bartlett & Co Wealth Management
Ohio
$4.74M -$57.5K -4,020 -1%
BC
224
Bartlett & Co
Ohio
$4.74M -$57.5K -4,020 -1%
CWA
225
Carolina Wealth Advisors
South Carolina
$4.67M +$450K +31,464 +11%
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