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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
326
Curbstone Financial Management Corp
New Hampshire
$8.26M +$54.3K +1,900 +0.7%
SP
327
SWS Partners
Ohio
$8.17M -$28.7K -1,005 -0.4%
TSWM
328
Triangle Securities Wealth Management
North Carolina
$8.16M +$248K +8,694 +3%
SBH
329
Segall Bryant & Hamill
Illinois
$8.14M – – –
HG
330
Harbor Group
New Hampshire
$8.12M -$38.6K -1,353 -0.5%
DSA
331
Droms Strauss Advisors
Missouri
$8.05M +$77.7K +2,720 +1%
FSWA
332
Financial Synergies Wealth Advisors
Texas
$8.03M -$535K -18,721 -6%
ATWA
333
Arbor Trust Wealth Advisors
Michigan
$8.03M -$35.1K -1,230 -0.4%
GGI
334
GPM Growth Investors
Michigan
$7.87M -$785K -27,495 -9%
FLPIM
335
F.L. Putnam Investment Management
Massachusetts
$7.85M +$248K +8,671 +3%
BWP
336
Balboa Wealth Partners
Arizona
$7.85M +$5.93M +207,701 +352%
JE
337
Jacobs Equity
Utah
$7.82M +$631K +22,103 +9%
BIP
338
Blueprint Investment Partners
North Carolina
$7.82M +$782K +27,395 +11%
MHR
339
Matthew Hamilton Rosenberg
$7.81M -$215K -7,528 -3%
Natixis Advisors
340
Natixis Advisors
Massachusetts
$7.79M +$214K +7,509 +3%
CFA
341
Cahill Financial Advisors
Minnesota
$7.79M -$136K -4,775 -2%
VCAM
342
Van Cleef Asset Management
Ohio
$7.79M +$111K +3,894 +1%
JWCA
343
J.W. Cole Advisors
Florida
$7.75M +$7.52M +263,295 New
TPA
344
Trivium Point Advisory
Connecticut
$7.74M +$3.57M +125,087 +91%
FIA
345
Foundations Investment Advisors
Arizona
$7.73M +$973K +34,085 +15%
BCWM
346
Bartlett & Co Wealth Management
Ohio
$7.67M +$26K +910 +0.4%
GCA
347
Gradient Capital Advisors
California
$7.65M -$38.6K -1,352 -0.5%
SWA
348
SFMG Wealth Advisors
Texas
$7.57M -$64.1K -2,245 -0.9%
SPI
349
Santori & Peters Inc
Pennsylvania
$7.55M -$5.74K -201 -0.1%
HIC
350
Hamrick Investment Counsel
Washington
$7.53M +$96.8K +3,390 +1%