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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
226
Bailard
California
$3.14M -$2.28M -193,638 -42%
CCM
227
Carlson Capital Management
Minnesota
$3.13M +$206K +17,490 +7%
LFA
228
Landmark Financial Advisors
Kentucky
$3.09M -$3.25K -276 -0.1%
KFC
229
Klingenstein Fields & Co
New York
$3.04M -$5.3K -450 -0.2%
CFA
230
Carroll Financial Associates
North Carolina
$2.95M +$173K +14,670 +6%
TF
231
Trek Financial
Arizona
$2.93M +$1.59M +135,138 +120%
GI
232
Gradient Investments
Minnesota
$2.91M -$14.9K -1,266 -0.5%
VCAM
233
Van Cleef Asset Management
Ohio
$2.89M -$30.6K -2,598 -1%
Bank of New York Mellon
234
Bank of New York Mellon
New York
$2.88M -$701K -59,448 -20%
EK
235
Evensky & Katz
Florida
$2.86M -$21.8K -1,854 -0.8%
CFA
236
Cahill Financial Advisors
Minnesota
$2.85M +$16.5K +1,404 +0.6%
Stifel Financial
237
Stifel Financial
Missouri
$2.82M +$793K +67,266 +39%
FSWA
238
Financial Synergies Wealth Advisors
Texas
$2.82M +$141K +11,958 +5%
Lido Advisors
239
Lido Advisors
California
$2.8M +$962K +81,666 +53%
CCWA
240
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.79M +$1.29M +109,806 +87%
LWMT
241
Legacy Wealth Management (Tennessee)
Tennessee
$2.76M -$139K -11,814 -5%
SCM
242
Stordahl Capital Management
Colorado
$2.76M +$33.3K +2,826 +1%
LPIC
243
LeJeune Puetz Investment Counsel
Michigan
$2.75M +$1.77K +150 +0.1%
BFM
244
Broadview Financial Management
Wisconsin
$2.71M +$42.8K +3,630 +2%
ECM
245
ETrade Capital Management
Virginia
$2.7M -$120K -10,224 -4%
MCM
246
Mengis Capital Management
Oregon
$2.67M +$51.7K +4,386 +2%
HCM
247
Hollencrest Capital Management
California
$2.67M -$1.63K -138 -0.1%
KP
248
Keel Point
Alabama
$2.64M
BAM
249
Baldrige Asset Management
Pennsylvania
$2.62M -$61K -5,178 -2%
SVWAG
250
Sound View Wealth Advisors Group
Georgia
$2.59M +$852K +72,306 +49%