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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evercore Wealth Management
New York
$37K +$37.5K +4,602 New
AA
227
Apriem Advisors
California
$34K -$881 -108 -2%
ASN
228
Advisory Services Network
Georgia
$34K +$33.9K +4,164 New
CIM
229
Contravisory Investment Management
Massachusetts
$33K +$7.29K +894 +28%
LWM
230
LBA Wealth Management
Florida
$25K
ST
231
Smithfield Trust
Pennsylvania
$25K
RBC
232
Roble Belko & Company
Pennsylvania
$24K +$3.08K +378 +15%
CPIG
233
Chicago Partners Investment Group
Illinois
$22K -$636 -78 -3%
TCM
234
Tradewinds Capital Management
Washington
$21K +$9.83K +1,206 +90%
JWA
235
JFS Wealth Advisors
Pennsylvania
$21K +$20.8K +2,550 New
NR
236
Newfound Research
Massachusetts
$21K +$20.8K +2,550 New
US Bancorp
237
US Bancorp
Minnesota
$19K
VIA
238
Vantage Investment Advisors
Pennsylvania
$14K
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$13K -$31.7K -3,894 -71%
MDCM
240
Morgan Dempsey Capital Management
Wisconsin
$10K +$10.5K +1,290 New
CG
241
Cutler Group
California
$8K +$8.12K +996 New
HCM
242
Horrell Capital Management
Arkansas
$6K
PAI
243
Pittenger & Anderson Inc
Nebraska
$5K +$4.79K +588 New
NMIS
244
Northwestern Mutual Investment Services
Wisconsin
$3K +$3.28K +402 New
FPFS
245
First Personal Financial Services
North Carolina
$3K +$3.33K +408 New
SIM
246
Sonora Investment Management
Arizona
$1K
Citadel Advisors
247
Citadel Advisors
Florida
-$2.39M -312,990 Closed
B
248
Bailard
California
-$1.8M -235,650 Closed
TRCT
249
Tower Research Capital (TRC)
New York
-$1.48M -194,538 Closed
AI
250
Atria Investments
North Carolina
-$564K -73,932 Closed