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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
KM
201
Kalos Management
Georgia
$6.66M -$10.3K -612 -0.2%
HG
202
Harbor Group
New Hampshire
$6.64M -$589K -34,920 -8%
TIM
203
Tortoise Investment Management
New York
$6.62M -$252K -14,910 -4%
OFG
204
Omega Financial Group
California
$6.59M -$868K -51,444 -12%
CFA
205
Carroll Financial Associates
North Carolina
$6.54M +$135K +8,028 +2%
HWMA
206
Heritage Wealth Management (Arizona)
Arizona
$6.5M +$6.33M +375,408 New
BAMG
207
Brand Asset Management Group
Missouri
$6.48M +$170K +10,056 +3%
ATWA
208
Arbor Trust Wealth Advisors
Michigan
$6.46M -$1.01M -59,790 -14%
PIMG
209
Patriot Investment Management Group
Tennessee
$6.41M -$2.41M -142,878 -28%
HFS
210
Hantz Financial Services
Michigan
$6.36M -$226K -13,422 -4%
BIA
211
Bigelow Investment Advisors
Maine
$6.27M – – –
BRWA
212
B. Riley Wealth Advisors
Florida
$6.26M +$318K +18,852 +6%
NIM
213
Nicollet Investment Management
Minnesota
$6.2M -$40.3K -2,388 -0.7%
SAM
214
Sawgrass Asset Management
Florida
$6.15M -$390K -23,100 -6%
LPT
215
Legacy Private Trust
Wisconsin
$6.11M +$534K +31,638 +10%
SBL
216
Sargent Bickham Lagudis
Colorado
$6.06M +$1.52M +90,246 +35%
PMG
217
ProVise Management Group
Florida
$6.05M +$552K +32,724 +10%
CAN
218
Cetera Advisor Networks
California
$6.05M +$2.54M +150,744 +76%
IWMA
219
Ironwood Wealth Management (Arizona)
Arizona
$5.95M -$341K -20,226 -6%
DCM
220
DeGreen Capital Management
Arizona
$5.77M +$98.3K +5,826 +2%
TSWM
221
Triangle Securities Wealth Management
North Carolina
$5.69M -$318K -18,876 -5%
SWM
222
Stockman Wealth Management
Montana
$5.62M +$638K +37,800 +13%
WOC
223
West Oak Capital
California
$5.6M -$197K -11,670 -3%
GC
224
Grimes & Company
Massachusetts
$5.58M +$334K +19,818 +7%
CA
225
Calton & Associates
Florida
$5.57M -$105K -6,222 -2%
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