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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
301
Pinion Investment Advisors
Kansas
$3.31M +$291K +18,567 +9%
Financial Engines Advisors
302
Financial Engines Advisors
California
$3.29M -$567K -36,144 -13%
SWA
303
SFMG Wealth Advisors
Texas
$3.27M +$61.7K +3,933 +2%
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$3.25M +$44.8K +2,856 +1%
SMA
305
Sage Mountain Advisors
Georgia
$3.25M +$15.6K +993 +0.4%
MCM
306
Mengis Capital Management
Oregon
$3.24M +$40.7K +2,592 +1%
PFM
307
Phillips Financial Management
Indiana
$3.24M -$8.05K -513 -0.2%
RA
308
RFG Advisory
Alabama
$3.2M +$44.3K +2,826 +1%
MA
309
MUFG Americas
New York
$3.19M -$489K -31,170 -12%
BAM
310
Berkshire Asset Management
Pennsylvania
$3.19M -$48.2K -3,069 -1%
MTIC
311
Missouri Trust & Investment Company
Missouri
$3.18M +$941 +60 +0%
SEEDPG
312
S.E.E.D. Planning Group
New York
$3.16M -$127K -8,064 -3%
CHA
313
Carmichael Hill & Associates
Maryland
$3.15M +$42.1K +2,682 +1%
MCM
314
Mitchell Capital Management
Kansas
$3.11M -$13.5K -858 -0.4%
BI
315
Berkeley Inc
Idaho
$3.09M -$4K -255 -0.1%
B
316
Bailard
California
$3.08M -$122K -7,806 -3%
IAN
317
Integrated Advisors Network
Texas
$3.04M +$45.6K +2,904 +1%
MLA
318
My Legacy Advisors
Oregon
$2.98M -$1.39M -88,689 -30%
USCWA
319
U.S. Capital Wealth Advisors
Texas
$2.92M +$295K +18,780 +10%
CBFP
320
Cedar Brook Financial Partners
Ohio
$2.88M -$18.9K -1,206 -0.6%
WOC
321
West Oak Capital
California
$2.87M -$2.35K -150 -0.1%
MWM
322
Merriman Wealth Management
Washington
$2.84M -$62.9K -4,011 -2%
MWM
323
Mission Wealth Management
California
$2.84M -$6.03K -384 -0.2%
AFP
324
Ausdal Financial Partners
Iowa
$2.83M -$104K -6,639 -3%
ACM
325
Argent Capital Management
Missouri
$2.82M -$727K -46,344 -19%