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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Calton & Associates
Florida
$768K +$219K +20,430 +36%
PFM
352
Phillips Financial Management
Indiana
$765K +$1.22K +114 +0.1%
Citadel Advisors
353
Citadel Advisors
Florida
$747K -$3.27M -304,404 -80%
MCWS
354
McKinley Carter Wealth Services
West Virginia
$711K -$12.4K -1,152 -2%
RC
355
Roundview Capital
New Jersey
$709K +$87.1K +8,112 +13%
S
356
SignatureFD
Georgia
$705K +$14.9K +1,392 +2%
LIA
357
LBMC Investment Advisors
Tennessee
$700K +$199K +18,582 +36%
LWAC
358
Laurel Wealth Advisors (California)
California
$697K +$262K +24,438 +53%
GGI
359
Godsey & Gibb Inc
Virginia
$685K +$739K +68,844 New
CI
360
CX Institutional
Indiana
$666K +$718K +66,924 New
PAM
361
Premier Asset Management
Illinois
$664K +$3.54K +330 +0.5%
ECM
362
Elgethun Capital Management
South Dakota
$663K +$716K +66,696 New
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$661K +$55.3K +5,148 +8%
Northern Trust
364
Northern Trust
Illinois
$657K -$15.2K -1,416 -2%
DSC
365
Duncker Streett & Co
Missouri
$654K -$876K -81,600 -55%
Koshinski Asset Management
366
Koshinski Asset Management
Illinois
$652K -$289K -26,928 -29%
SAM
367
Summit Asset Management
Tennessee
$641K -$85.1K -7,926 -11%
BlackRock
368
BlackRock
New York
$637K -$8.31K -774 -1%
CA
369
Corrado Advisors
New Jersey
$631K -$58.7K -5,472 -8%
SFSIG
370
San Francisco Sentry Investment Group
California
$625K +$20K +1,860 +3%
VCM
371
Versant Capital Management
Arizona
$618K -$46.7K -4,350 -7%
ASN
372
Advisory Services Network
Georgia
$613K +$9.79K +912 +2%
SWM
373
SigFig Wealth Management
California
$612K -$16K -1,488 -2%
CAPTRUST Financial Advisors
374
CAPTRUST Financial Advisors
North Carolina
$601K +$90.3K +8,418 +16%
FWM
375
Frontier Wealth Management
Missouri
$600K +$422K +39,318 +187%