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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
326
Tempus Wealth Planning
California
$3.37M +$574K +36,468 +21%
WCFA
327
Walkner Condon Financial Advisors
Wisconsin
$3.37M +$116K +7,392 +4%
WOC
328
West Oak Capital
California
$3.36M -$38.7K -2,460 -1%
IAN
329
Integrated Advisors Network
Texas
$3.36M -$64.1K -4,074 -2%
PGFC
330
Peapack-Gladstone Financial Corp
New Jersey
$3.31M +$63.4K +4,026 +2%
MTIC
331
Missouri Trust & Investment Company
Missouri
$3.29M -$127K -8,082 -4%
KM
332
Kalos Management
Georgia
$3.24M +$215K +13,656 +7%
BAM
333
Baldrige Asset Management
Pennsylvania
$3.23M +$61K +3,876 +2%
MWM
334
Mission Wealth Management
California
$3.18M -$79.9K -5,076 -3%
VCAM
335
Van Cleef Asset Management
Ohio
$3.17M +$97.4K +6,189 +3%
MWM
336
Merriman Wealth Management
Washington
$3.15M -$86.9K -5,523 -3%
NCM
337
Next Capital Management
New York
$3.15M +$20.7K +1,317 +0.7%
WC
338
Waterloo Capital
Texas
$3.11M +$3.04M +193,059 New
FLPIM
339
F.L. Putnam Investment Management
Massachusetts
$3.09M +$276K +17,532 +10%
AA
340
Alesco Advisors
New York
$3.09M +$55.3K +3,513 +2%
WWM
341
Western Wealth Management
Colorado
$3.08M +$1.94K +123 +0.1%
SFS
342
Summit Financial Strategies
Ohio
$3.04M
AAS
343
Avantax Advisory Services
Texas
$3.04M +$17.1K +1,089 +0.6%
CCM
344
Carlson Capital Management
Minnesota
$3.03M +$2.31K +147 +0.1%
Vanguard Personalized Indexing Management
345
Vanguard Personalized Indexing Management
California
$3.02M +$1.91M +121,686 +185%
BFA
346
Beaumont Financial Advisors
Massachusetts
$2.99M
RJA
347
Raymond James & Associates
Florida
$2.98M -$118K -7,506 -4%
SPFA
348
Summit Place Financial Advisors
New Jersey
$2.95M +$776K +49,302 +37%
AC
349
AlphaCore Capital
California
$2.95M +$2.77M +176,004 +2,530%
Financial Engines Advisors
350
Financial Engines Advisors
California
$2.94M -$89.9K -5,712 -3%