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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
MUFG Americas
New York
$1.24M -$69.3K -6,372 -5%
MFT
227
Moisand Fitzgerald Tamayo
Florida
$1.24M -$76.9K -7,068 -6%
NWS
228
Newport Wealth Strategies
California
$1.22M -$35.1K -3,228 -3%
APG
229
Abacus Planning Group
South Carolina
$1.18M -$33.7K -3,102 -3%
DSN
230
D. Scott Neal
Kentucky
$1.16M +$415K +38,118 +53%
UAS
231
United Asset Strategies
New York
$1.16M +$71.5K +6,576 +6%
CCM
232
Colorado Capital Management
Colorado
$1.16M +$243K +22,302 +25%
WP
233
WealthSource Partners
California
$1.15M -$2.31M -212,100 -66%
CAN
234
Cetera Advisor Networks
California
$1.15M -$233K -21,450 -16%
PCA
235
Personal Capital Advisors
California
$1.11M -$6.24M -573,384 -84%
LNC
236
Lincoln National Corp
Pennsylvania
$1.11M -$676K -62,160 -37%
CWS
237
Cypress Wealth Services
California
$1.11M +$192K +17,646 +20%
TF
238
TIAA FSB
Florida
$1.11M -$62.5K -5,742 -5%
Vanguard Capital Wealth Advisors
239
Vanguard Capital Wealth Advisors
Colorado
$1.11M +$309K +28,446 +36%
TW
240
Transform Wealth
Colorado
$1.11M
CFMC
241
Curbstone Financial Management Corp
New Hampshire
$1.1M +$568K +52,254 +99%
LYV
242
Live Your Vision
Pennsylvania
$1.1M +$68.7K +6,312 +7%
SWP
243
Stratos Wealth Partners
Ohio
$1.1M +$388K +35,640 +52%
PA
244
Pinnacle Associates
New York
$1.08M -$105K -9,690 -9%
CM
245
Cornerstone Management
Georgia
$1.06M +$1.1M +101,136 New
WCM
246
Wealthcare Capital Management
Virginia
$1.05M -$353K -32,466 -24%
ASN
247
Advisory Services Network
Georgia
$1.05M +$824K +75,786 +320%
JWA
248
JFS Wealth Advisors
Pennsylvania
$1.04M +$299K +27,516 +38%
WIC
249
Whitegate Investment Counselors
New Hampshire
$1.04M -$3.33K -306 -0.3%
MWM
250
Mission Wealth Management
California
$1.01M +$456K +41,922 +77%