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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Confluence Wealth Management
Oregon
$282K +$15.3K +1,650 +6%
AP
277
Appleton Partners
Massachusetts
$278K +$274K +29,628 New
TYCC
278
Texas Yale Capital Corp
Florida
$277K +$273K +29,520 New
CG
279
Caprock Group
Idaho
$271K -$2.77K -300 -1%
MCWS
280
McKinley Carter Wealth Services
West Virginia
$267K +$34.7K +3,756 +15%
AIA
281
Armor Investment Advisors
North Carolina
$265K -$40.2K -4,344 -13%
RC
282
Roundview Capital
New Jersey
$258K +$255K +27,540 New
PA
283
Parallel Advisors
California
$247K +$95.2K +10,302 +66%
FCAG
284
First Capital Advisors Group
New Jersey
$237K +$234K +25,266 New
BWA
285
Burt Wealth Advisors
Maryland
$227K
BCIM
286
Bishop & Co Investment Management
Pennsylvania
$225K -$2.05K -222 -0.9%
SPC
287
Stewart & Patten Company
California
$223K -$9.6K -1,038 -4%
PP
288
Patten & Patten
Tennessee
$223K
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$218K -$93.6K -10,128 -30%
PCM
290
Palouse Capital Management
Washington
$204K +$202K +21,798 New
TCM
291
Tradewinds Capital Management
Washington
$195K +$13.9K +1,500 +8%
HR
292
Howe & Rusling
New York
$184K -$2.96M -319,830 -94%
RFA
293
Reilly Financial Advisors
California
$181K +$115K +12,414 +180%
ECM
294
Exchange Capital Management
Michigan
$181K +$178K +19,266 New
FANJ
295
Financial Architects (New Jersey)
New Jersey
$175K -$8.6K -930 -5%
CDIA
296
Capital Directions Investment Advisors
Georgia
$149K
RCG
297
Ruggie Capital Group
Florida
$140K -$18.1K -1,962 -12%
PFO
298
Pathstone Family Office
New Jersey
$130K +$128K +13,836 New
GBBWRPM
299
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$123K -$33.3K -3,606 -22%
SSB
300
Sandy Spring Bank
Maryland
$113K