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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
301
Integrated Advisors Network
Texas
$3.86M +$225K +12,168 +6%
MWM
302
Merriman Wealth Management
Washington
$3.85M +$443 +24 +0%
SFA
303
Seneca Financial Advisors
New York
$3.84M +$941K +50,946 +34%
IFA
304
Index Fund Advisors
California
$3.72M +$3.62M +196,128 New
CCM
305
Carlson Capital Management
Minnesota
$3.71M -$98.9K -5,352 -3%
SFS
306
Summit Financial Strategies
Ohio
$3.71M
SP
307
Successful Portfolios
Florida
$3.7M +$218K +11,802 +6%
LWMT
308
Legacy Wealth Management (Tennessee)
Tennessee
$3.69M -$273K -14,784 -7%
Nomura Asset Management
309
Nomura Asset Management
Japan
$3.67M +$3.57M +193,290 New
BWM
310
BerganKDV Wealth Management
Minnesota
$3.65M -$136K -7,350 -4%
JCM
311
Jacobi Capital Management
Pennsylvania
$3.65M -$17.8K -966 -0.5%
BAM
312
Berkshire Asset Management
Pennsylvania
$3.63M +$172K +9,324 +5%
CPIG
313
Chicago Partners Investment Group
Illinois
$3.6M +$1.72M +93,000 +82%
CMBA
314
C.M. Bidwell & Associates
Hawaii
$3.52M -$41.2K -2,232 -1%
FLPIM
315
F.L. Putnam Investment Management
Massachusetts
$3.52M -$187K -10,134 -5%
RJA
316
Raymond James & Associates
Florida
$3.46M -$300K -16,236 -8%
MMA
317
Miracle Mile Advisors
California
$3.45M -$49.5K -2,682 -1%
SWM
318
Spire Wealth Management
Virginia
$3.43M -$236K -12,774 -7%
TFS
319
TrustCore Financial Services
Tennessee
$3.4M -$1.58M -85,284 -32%
WWM
320
Western Wealth Management
Colorado
$3.39M +$3.3M +178,662 New
SHGA
321
Sand Hill Global Advisors
California
$3.39M +$111 +6 +0%
BC
322
Brio Consultants
California
$3.37M -$147K -7,968 -4%
RFA
323
Radnor Financial Advisors
Pennsylvania
$3.35M +$18.7K +1,014 +0.6%
PA
324
PFG Advisors
Arizona
$3.35M +$147K +7,944 +5%
PGFC
325
Peapack-Gladstone Financial Corp
New Jersey
$3.35M +$32.3K +1,746 +1%