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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
226
Buckingham Strategic Wealth
Missouri
$486K +$196K +21,222 +69%
GA
227
Geneva Advisors
Illinois
$476K +$37.8K +4,086 +9%
EAM
228
Evanson Asset Management
California
$474K -$71.3K -7,710 -13%
LWAC
229
Laurel Wealth Advisors (California)
California
$474K +$8.1K +876 +2%
CCA
230
Clearwater Capital Advisors
Illinois
$473K -$83.6K -9,042 -15%
SFG
231
StrategIQ Financial Group
Indiana
$468K +$49.3K +5,334 +12%
OCM
232
One Capital Management
California
$467K -$17.5K -1,890 -4%
CAM
233
Carret Asset Management
New York
$464K
EWM
234
Evercore Wealth Management
New York
$458K +$409K +44,232 +961%
AIM
235
Aspen Investment Management
Michigan
$456K +$94K +10,170 +26%
BL
236
BFSG LLC
California
$451K +$445K +48,126 New
HPWM
237
Highland Private Wealth Management
Washington
$444K -$38.8K -4,200 -8%
FM
238
Foster & Motley
Ohio
$420K +$4.27K +462 +1%
GC
239
Garde Capital
Washington
$419K +$184K +19,872 +80%
AMM
240
American Money Management
California
$417K -$19.6K -2,118 -5%
LS
241
Lattice Strategies
Pennsylvania
$415K -$17.2K -1,860 -4%
FI
242
FormulaFolio Investments
Michigan
$408K +$402K +43,464 New
BAC
243
Boys Arnold & Co
North Carolina
$405K -$2.05K -222 -0.5%
MWM
244
Mission Wealth Management
California
$405K
Northern Trust
245
Northern Trust
Illinois
$405K +$399K +43,170 New
MGIA
246
Moneta Group Investment Advisors
Missouri
$396K +$32.2K +3,480 +9%
TCM
247
Twele Capital Management
Minnesota
$389K +$26.4K +2,856 +7%
UAS
248
United Asset Strategies
New York
$378K +$121K +13,104 +48%
SMC
249
Smith, Moore & Co
Missouri
$377K
BTS
250
BB&T Securities
Virginia
$377K +$372K +40,212 New