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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$112K +$90.2K +9,762 +448%
ASN
302
Advisory Services Network
Georgia
$106K +$104K +11,298 New
SQA
303
Simon Quick Advisors
New Jersey
$83K +$81.9K +8,862 New
CIM
304
Contravisory Investment Management
Massachusetts
$81K +$78.4K +8,478 +4,037%
SF
305
Synovus Financial
Georgia
$80K -$3.6K -390 -4%
PFBT
306
Parkside Financial Bank & Trust
Missouri
$80K
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$66K -$11.9K -1,290 -16%
WCG
308
Wall Capital Group
Arizona
$62K +$61.3K +6,630 New
PCP
309
Proficio Capital Partners
Massachusetts
$57K
WA
310
Winfield Associates
Ohio
$57K
WTC
311
WhitTier Trust Company
Nevada
$51K
IWM
312
IHT Wealth Management
Illinois
$51K +$49.9K +5,394 +8,990%
RCA
313
Rowland Carmichael Advisors
Arizona
$32K -$191K -20,616 -86%
ABFS
314
Appropriate Balance Financial Services
Washington
$31.6K -$1.66M -179,394 -94%
HNB
315
Huntington National Bank
Ohio
$31K
CPIG
316
Chicago Partners Investment Group
Illinois
$30K +$4.21K +456 +16%
GWM
317
Geneos Wealth Management
Colorado
$28K
ST
318
Smithfield Trust
Pennsylvania
$28K
AA
319
Advisory Alpha
Michigan
$23K +$23.1K +2,502 New
YWP
320
YorkBridge Wealth Partners
New York
$22K +$7.76K +840 +55%
NR
321
Newfound Research
Massachusetts
$20K +$111 +12 +0.6%
EWM
322
Edge Wealth Management
New York
$17K
AIM
323
Anchor Investment Management
South Carolina
$14.3K +$14.1K +1,530 New
LCM
324
Liberty Capital Management
Michigan
$12K
Citigroup
325
Citigroup
New York
$11K