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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
CWH Capital Management
Washington
$1.91M -$23.2K -1,620 -1%
TWM
352
Tanglewood Wealth Management
Texas
$1.9M +$1.49M +103,902 +483%
GPFA
353
Game Plan Financial Advisors
Ohio
$1.89M +$11.8K +828 +0.7%
SG
354
Somerset Group
Minnesota
$1.89M +$40.1K +2,802 +2%
CIR
355
Clear Investment Research
Georgia
$1.86M +$64.9K +4,536 +4%
CWS
356
Cypress Wealth Services
California
$1.82M +$1.72M +120,264 New
BFA
357
Beaumont Financial Advisors
Massachusetts
$1.79M -$90.6K -6,330 -5%
Lazard Asset Management
358
Lazard Asset Management
New York
$1.79M
DP
359
DDD Partners
Washington
$1.78M +$187K +13,086 +13%
APG
360
Abacus Planning Group
South Carolina
$1.77M +$111K +7,722 +7%
IFG
361
Independent Financial Group
California
$1.76M +$431K +30,108 +35%
AP
362
Advisor Partners
California
$1.75M +$1.65M +115,032 New
CWM
363
CCG Wealth Management
California
$1.74M -$1.05M -73,044 -39%
VA
364
Valmark Advisers
Ohio
$1.73M +$284K +19,818 +21%
FSWA
365
Financial Synergies Wealth Advisors
Texas
$1.72M -$834K -58,284 -34%
SP
366
Successful Portfolios
Florida
$1.72M +$7.9K +552 +0.5%
TPA
367
Trivium Point Advisory
Connecticut
$1.72M +$117K +8,142 +8%
SFG
368
SNS Financial Group
Minnesota
$1.7M -$26.4K -1,848 -2%
APP
369
Avantax Planning Partners
Iowa
$1.7M -$233K -16,308 -13%
FCI
370
Financial Counselors Inc
Kansas
$1.66M
EWA
371
EP Wealth Advisors
California
$1.65M +$79.1K +5,526 +5%
Financial Engines Advisors
372
Financial Engines Advisors
California
$1.62M -$733K -51,192 -32%
SAM
373
Shone Asset Management
California
$1.6M -$18.6K -1,302 -1%
CCFM
374
Clear Creek Financial Management
Washington
$1.58M +$1.5M +104,622 New
AIS
375
American Investment Services
Massachusetts
$1.57M -$2.15K -150 -0.1%