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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
251
Citigroup
New York
$30K -$29.6K -3,600 -50%
GBBWRPM
252
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$30K -$26K -3,162 -46%
EWM
253
Edge Wealth Management
New York
$27K -$12.3K -1,500 -31%
ST
254
Smithfield Trust
Pennsylvania
$25K
GWM
255
Geneos Wealth Management
Colorado
$24K
CPIG
256
Chicago Partners Investment Group
Illinois
$23K +$99 +12 +0.4%
JWA
257
JFS Wealth Advisors
Pennsylvania
$21K
NR
258
Newfound Research
Massachusetts
$18K +$1.92K +234 +12%
AF
259
Allworth Financial
California
$14K +$13.5K +1,638 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.6K +1,650 New
SIM
261
Sonora Investment Management
Arizona
$12.3K +$11.2K +1,368 +1,140%
JP Morgan Chase
262
JP Morgan Chase
New York
$8K +$7.7K +936 New
CFA
263
Carroll Financial Associates
North Carolina
$8K +$8.24K +1,002 New
HCM
264
Horrell Capital Management
Arkansas
$7K
Chevy Chase Trust
265
Chevy Chase Trust
Maryland
$6K -$247 -30 -4%
PG
266
Patten Group
Tennessee
$3.38K +$3.35K +408 New
VFS
267
VSR Financial Services
Kansas
-$3.72M -457,068 Closed
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
-$977K -120,000 Closed
AIG
269
American International Group
New York
-$974K -119,682 Closed
VKH
270
Virtu KCG Holdings
New York
-$477K -58,578 Closed
PA
271
Paracle Advisors
Washington
-$422K -51,918 Closed
FAAS
272
First Allied Advisory Services
California
-$372K -45,846 Closed
HFS
273
HL Financial Services
Kentucky
-$307K -37,740 Closed
PAM
274
Premier Asset Management
Illinois
-$246K -30,270 Closed
SL
275
Summitry LLC
California
-$203K -24,882 Closed