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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
EP Wealth Advisors
California
$4.55M -$1.08M -65,175 -78%
BRWA
302
B. Riley Wealth Advisors
Florida
$4.53M -$122K -7,362 -3%
CHA
303
Carmichael Hill & Associates
Maryland
$4.5M -$9.46K -573 -0.2%
AL
304
Aspiriant LLC
California
$4.46M -$143K -8,631 -3%
KFC
305
Klingenstein Fields & Co
New York
$4.46M -$50.6K -3,066 -1%
DSA
306
Droms Strauss Advisors
Missouri
$4.44M +$179K +10,827 +4%
CFMC
307
Curbstone Financial Management Corp
New Hampshire
$4.41M +$265K +16,050 +7%
USCWA
308
U.S. Capital Wealth Advisors
Texas
$4.34M +$196K +11,886 +5%
SMA
309
Sage Mountain Advisors
Georgia
$4.32M +$261K +15,834 +7%
PFM
310
Phillips Financial Management
Indiana
$4.31M -$126K -7,644 -3%
BAM
311
Berkshire Asset Management
Pennsylvania
$4.23M +$110K +6,681 +3%
PFM
312
Peak Financial Management
Massachusetts
$4.18M -$81.5K -4,938 -2%
CW
313
Connectus Wealth
Ohio
$4.13M -$49K -2,970 -1%
SAF
314
Smith Anglin Financial
Texas
$4.12M +$1.34M +80,997 +52%
JCM
315
Jacobi Capital Management
Pennsylvania
$4.11M -$82.1K -4,974 -2%
Bank of New York Mellon
316
Bank of New York Mellon
New York
$4.1M +$82.2K +4,980 +2%
B
317
Bailard
California
$4.04M +$148K +8,946 +4%
WCFA
318
Walkner Condon Financial Advisors
Wisconsin
$3.99M +$325K +19,710 +9%
FA
319
Financial Advisors
Massachusetts
$3.99M +$4.51K +273 +0.1%
BI
320
Berkeley Inc
Idaho
$3.98M +$66.5K +4,026 +2%
MCM
321
Mengis Capital Management
Oregon
$3.97M -$34.7K -2,103 -0.9%
WOC
322
West Oak Capital
California
$3.94M +$283K +17,163 +8%
TWP
323
Tempus Wealth Planning
California
$3.93M +$268K +16,248 +8%
SWA
324
SFMG Wealth Advisors
Texas
$3.86M -$82.6K -5,004 -2%
CG
325
Cynosure Group
Utah
$3.82M +$3.62M +219,081 New