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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Shone Asset Management
California
$1.41M +$1.51M +123,942 New
CAI
327
Capital Advisors Inc
Oklahoma
$1.39M +$1.65M +135,696 New
JG
328
Jefferies Group
New York
$1.38M +$1.64M +135,378 New
SPFA
329
Summit Place Financial Advisors
New Jersey
$1.38M +$65.2K +5,364 +4%
BFA
330
Beaumont Financial Advisors
Massachusetts
$1.37M +$1.31M +108,012 +409%
OFG
331
Oxford Financial Group
Indiana
$1.36M +$11.7K +966 +0.7%
AC
332
Abbrea Capital
California
$1.34M +$59.6K +4,908 +4%
KWM
333
Kingsview Wealth Management
Oregon
$1.33M +$88.6K +7,296 +6%
FFA
334
First Foundation Advisors
California
$1.33M +$1.29M +105,882 +437%
FI
335
FormulaFolio Investments
Michigan
$1.28M -$4.32M -355,698 -74%
KM
336
Kalos Management
Georgia
$1.28M -$6.67M -549,336 -83%
SWM
337
SeaCrest Wealth Management
New York
$1.27M -$342K -28,140 -18%
WC
338
Waterloo Capital
Texas
$1.26M +$1.5M +123,522 New
CFMC
339
Curbstone Financial Management Corp
New Hampshire
$1.26M +$42.3K +3,480 +3%
GPFA
340
Game Plan Financial Advisors
Ohio
$1.25M -$54.9K -4,518 -4%
PIA
341
Pinion Investment Advisors
Kansas
$1.25M -$113K -9,282 -7%
PFM
342
Phillips Financial Management
Indiana
$1.25M +$227K +18,684 +17%
3C
343
361 Capital
Colorado
$1.24M -$334K -27,534 -18%
CA
344
Capital Advantage
California
$1.22M -$43.6K -3,588 -3%
TF
345
Trek Financial
Arizona
$1.21M -$659K -54,234 -31%
PPA
346
Parametric Portfolio Associates
Washington
$1.21M -$694K -57,108 -33%
EWA
347
EP Wealth Advisors
California
$1.19M -$1.46K -120 -0.1%
BAAM
348
Baker Avenue Asset Management
California
$1.19M +$1.41M +116,202 New
LFA
349
Legend Financial Advisors
Pennsylvania
$1.19M -$116K -9,576 -8%
FAG
350
Financial Advisory Group
Texas
$1.18M +$8.74K +720 +0.6%