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Schwab US Large- Cap ETF
SCHX

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
201
Lake Street Advisors Group
New Hampshire
$7.95M -$220K -12,453 -3%
PFC
202
Phocas Financial Corp
California
$7.93M -$1.09M -61,449 -12%
YAL
203
Your Advocates Ltd
Texas
$7.88M -$745K -42,069 -9%
5L
204
55I LLC
Massachusetts
$7.79M -$232K -13,107 -3%
BSW
205
Buckingham Strategic Wealth
Missouri
$7.65M +$190K +10,713 +3%
MLA
206
My Legacy Advisors
Oregon
$7.62M +$7.52M +424,686 New
AWM
207
Apollon Wealth Management
South Carolina
$7.54M -$934K -52,764 -11%
LF
208
Lee Financial
Texas
$7.44M -$93.2K -5,265 -1%
TIM
209
Tortoise Investment Management
New York
$7.42M +$345K +19,515 +5%
SWM
210
Shelton Wealth Management
Texas
$7.39M -$250K -14,133 -3%
CCM
211
Ciovacco Capital Management
Georgia
$7.26M -$65.8M -3,715,503 -90%
SWA
212
SFMG Wealth Advisors
Texas
$7.24M -$1.64M -92,844 -19%
ECM
213
Exchange Capital Management
Michigan
$7.17M -$252K -14,226 -3%
ICM
214
Intrepid Capital Management
Florida
$7.14M +$523K +29,565 +8%
MWM
215
MinichMacGregor Wealth Management
New York
$7.09M +$8.5K +480 +0.1%
EL
216
Essex LLC
Illinois
$6.98M +$450K +25,422 +7%
PIMG
217
Patriot Investment Management Group
Tennessee
$6.96M +$245K +13,812 +4%
TPA
218
Trivium Point Advisory
Connecticut
$6.96M +$913K +51,555 +15%
AWM
219
Axxcess Wealth Management
California
$6.94M -$68.7K -3,882 -1%
BIA
220
Bigelow Investment Advisors
Maine
$6.94M +$191K +10,815 +3%
CWA
221
Cornerstone Wealth Advisors
Minnesota
$6.91M -$547K -30,903 -7%
BPM
222
Bowling Portfolio Management
Ohio
$6.9M -$500K -28,269 -7%
HCM
223
Hengehold Capital Management
Ohio
$6.89M -$336K -18,972 -5%
EW
224
Element Wealth
Mississippi
$6.75M -$215K -12,153 -3%
PMG
225
ProVise Management Group
Florida
$6.71M +$203K +11,469 +3%
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