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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Anchor Investment Management
South Carolina
$1.17M +$810K +78,234 +242%
TSWM
227
Triangle Securities Wealth Management
North Carolina
$1.17M +$32K +3,090 +3%
VCM
228
Vivaldi Capital Management
Illinois
$1.13M +$748K +72,180 +213%
SDWMA
229
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.12M +$122K +11,802 +13%
TW
230
Transform Wealth
Colorado
$1.12M
SFG
231
SNS Financial Group
Minnesota
$1.11M +$1.08M +104,538 New
UAS
232
United Asset Strategies
New York
$1.1M +$572K +55,224 +114%
LYV
233
Live Your Vision
Pennsylvania
$1.07M -$724K -69,864 -42%
PSUF
234
People's United Financial
Connecticut
$1.07M -$765K -73,896 -42%
FNBT
235
FineMark National Bank & Trust
Florida
$1.06M -$36.7K -3,540 -3%
WIC
236
Whitegate Investment Counselors
New Hampshire
$1.05M -$22.7K -2,190 -2%
CCWA
237
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$972K -$108K -10,410 -10%
Stifel Financial
238
Stifel Financial
Missouri
$968K +$391K +37,740 +71%
FCI
239
Financial Counselors Inc
Kansas
$964K -$78.9K -7,620 -8%
LS
240
Lattice Strategies
Pennsylvania
$953K -$11.8K -1,140 -1%
OFG
241
Oxford Financial Group
Indiana
$953K +$6.09K +588 +0.7%
CWS
242
Cypress Wealth Services
California
$939K +$915K +88,290 New
CCM
243
Colorado Capital Management
Colorado
$931K +$121K +11,664 +15%
WCM
244
Weik Capital Management
Pennsylvania
$927K +$107K +10,290 +13%
IFS
245
Ifrah Financial Services
Arkansas
$923K +$17K +1,644 +2%
EWA
246
EP Wealth Advisors
California
$919K +$7.13M +688,614 +784%
PWM
247
Perigon Wealth Management
California
$899K -$911K -87,954 -51%
LBC
248
Lowe Brockenbrough & Co
Virginia
$899K +$71.5K +6,900 +9%
PFM
249
Phillips Financial Management
Indiana
$894K +$16.4K +1,584 +2%
PCM
250
Parsons Capital Management
Rhode Island
$880K -$298K -28,788 -26%