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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
276
Bishop & Co Investment Management
Pennsylvania
$215K
BWA
277
Burt Wealth Advisors
Maryland
$215K
RCA
278
Rowland Carmichael Advisors
Arizona
$213K
PP
279
Patten & Patten
Tennessee
$211K
PO
280
Private Ocean
California
$206K
SEI Investments
281
SEI Investments
Pennsylvania
$191K +$187K +21,480 New
FANJ
282
Financial Architects (New Jersey)
New Jersey
$174K -$12.9K -1,488 -7%
TCM
283
Tradewinds Capital Management
Washington
$171K +$9.17K +1,056 +6%
RCG
284
Ruggie Capital Group
Florida
$150K -$30.4K -3,498 -17%
GBBWRPM
285
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$148K +$11.6K +1,332 +9%
CDIA
286
Capital Directions Investment Advisors
Georgia
$141K
PA
287
Parallel Advisors
California
$139K +$136K +15,708 New
SSB
288
Sandy Spring Bank
Maryland
$108K -$2.6K -300 -2%
MA
289
MUFG Americas
New York
$86K +$3.07K +354 +4%
SF
290
Synovus Financial
Georgia
$79K -$1.09K -126 -1%
PFBT
291
Parkside Financial Bank & Trust
Missouri
$76K
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$74K
RFA
293
Reilly Financial Advisors
California
$61K
HNB
294
Huntington National Bank
Ohio
$56K
WA
295
Winfield Associates
Ohio
$54K +$834 +96 +2%
PCP
296
Proficio Capital Partners
Massachusetts
$53K
Manulife (Manufacturers Life Insurance)
297
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$50.3K +5,796 New
WTC
298
WhitTier Trust Company
Nevada
$49K
EWM
299
Evercore Wealth Management
New York
$41K
RPG
300
Risk Paradigm Group
Texas
$39.8K