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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
251
Carolina Wealth Advisors
South Carolina
$5.65M +$45.4K +2,562 +0.8%
Betterment LLC
252
Betterment LLC
New York
$5.54M +$5.08M +287,121 +1,351%
NL
253
NEPC LLC
Massachusetts
$5.49M -$5.41M -305,676 -50%
BC
254
Bartlett & Co
Ohio
$5.48M +$739K +41,742 +16%
BCWM
255
Bartlett & Co Wealth Management
Ohio
$5.48M +$739K +41,742 +16%
OFG
256
Omega Financial Group
California
$5.46M +$187K +10,542 +4%
AWM
257
Aries Wealth Management
Maine
$5.46M +$5.38M +303,984 New
Lido Advisors
258
Lido Advisors
California
$5.4M -$159 -9 -0%
Cerity Partners
259
Cerity Partners
New York
$5.4M +$256K +14,433 +5%
BI
260
Berkeley Inc
Idaho
$5.38M +$329K +18,594 +7%
KF
261
Krilogy Financial
Missouri
$5.31M -$189K -10,704 -3%
Financial Engines Advisors
262
Financial Engines Advisors
California
$5.3M +$3.03M +170,880 +137%
SAM
263
Sawgrass Asset Management
Florida
$5.29M +$5.22M +294,606 New
CWM
264
Circle Wealth Management
New Jersey
$5.26M -$82.4K -4,653 -2%
MA
265
MBA Advisors
Pennsylvania
$5.22M +$334K +18,888 +7%
MML Investors Services
266
MML Investors Services
Massachusetts
$5.16M +$532K +30,045 +12%
IRC
267
Investors Research Corp
Georgia
$5.13M +$1.21M +68,160 +31%
AL
268
Aspiriant LLC
California
$5.12M -$367K -20,745 -7%
GCA
269
Gradient Capital Advisors
California
$5.09M +$95.5K +5,397 +2%
SPI
270
Santori & Peters Inc
Pennsylvania
$5.07M -$94K -5,310 -2%
MAS
271
Madden Advisory Services
Florida
$5.07M +$31.1K +1,755 +0.6%
FA
272
Financial Advisors
Massachusetts
$5.06M +$32.2K +1,821 +0.6%
LWMT
273
Legacy Wealth Management (Tennessee)
Tennessee
$5.06M +$1.54M +86,988 +45%
GWM
274
GSB Wealth Management
Connecticut
$5.06M +$3.64M +205,737 +271%
SPC
275
Sigma Planning Corp
Michigan
$5M +$39.7K +2,241 +0.8%