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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
326
Phillips Financial Management
Indiana
$1.73M -$31.6K -2,376 -2%
APP
327
Avantax Planning Partners
Iowa
$1.73M -$12K -906 -0.7%
SWM
328
SeaCrest Wealth Management
New York
$1.73M +$40K +3,012 +2%
IAN
329
Integrated Advisors Network
Texas
$1.72M -$144K -10,866 -8%
CCM
330
CWH Capital Management
Washington
$1.71M +$64.3K +4,842 +4%
AFP
331
Ausdal Financial Partners
Iowa
$1.68M +$551K +41,478 +49%
BFA
332
Beaumont Financial Advisors
Massachusetts
$1.67M +$62.8K +4,728 +4%
SF
333
Summit Financial
New Jersey
$1.67M -$769K -57,876 -32%
GPFA
334
Game Plan Financial Advisors
Ohio
$1.67M +$1.65M +124,002 New
JWA
335
JFS Wealth Advisors
Pennsylvania
$1.65M -$301K -22,662 -16%
MML Investors Services
336
MML Investors Services
Massachusetts
$1.64M +$213K +16,008 +15%
SG
337
Somerset Group
Minnesota
$1.64M +$717 +54 +0%
Goldman Sachs
338
Goldman Sachs
New York
$1.63M +$1.01M +75,738 +167%
CIR
339
Clear Investment Research
Georgia
$1.59M +$36K +2,712 +2%
Lazard Asset Management
340
Lazard Asset Management
New York
$1.58M
JCIA
341
Jackson Creek Investment Advisors
Colorado
$1.58M +$1.56M +117,552 New
FNC
342
First National Corp
Massachusetts
$1.56M -$101K -7,602 -1%
SFG
343
SNS Financial Group
Minnesota
$1.53M -$261K -19,680 -15%
Citadel Advisors
344
Citadel Advisors
Florida
$1.52M +$807K +60,720 +116%
SP
345
Successful Portfolios
Florida
$1.51M +$62.8K +4,728 +4%
SAM
346
Shone Asset Management
California
$1.51M -$21.4K -1,608 -1%
HWMG
347
Hurlow Wealth Management Group
Indiana
$1.49M -$209K -15,762 -12%
SQA
348
Simon Quick Advisors
New Jersey
$1.48M -$59.4K -4,470 -4%
FCI
349
Financial Counselors Inc
Kansas
$1.47M +$2.79K +210 +0.2%
APG
350
Abacus Planning Group
South Carolina
$1.47M -$10K -756 -0.7%