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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
351
Van Cleef Asset Management
Ohio
$2.86M +$51.5K +3,399 +2%
SFS
352
Summit Financial Strategies
Ohio
$2.84M -$79.9K -5,277 -3%
Financial Engines Advisors
353
Financial Engines Advisors
California
$2.83M -$680K -44,916 -19%
AA
354
Alesco Advisors
New York
$2.83M -$764K -50,466 -21%
CCM
355
Carlson Capital Management
Minnesota
$2.82M +$228K +15,054 +9%
KM
356
Kalos Management
Georgia
$2.82M +$10.9K +717 +0.4%
AAS
357
Avantax Advisory Services
Texas
$2.82M +$16K +1,059 +0.6%
BFA
358
Beaumont Financial Advisors
Massachusetts
$2.79M -$76.5K -5,052 -3%
RA
359
RFG Advisory
Alabama
$2.79M -$625K -41,316 -19%
SW
360
SVB Wealth
Massachusetts
$2.79M +$1.9M +125,352 +209%
SWM
361
Stockman Wealth Management
Montana
$2.78M -$2.6M -171,813 -48%
IP
362
Ignite Planners
California
$2.69M +$2.54M +167,754 New
FLPIM
363
F.L. Putnam Investment Management
Massachusetts
$2.62M -$148K -9,765 -5%
GW
364
GW & Wade
Massachusetts
$2.61M +$227 +15 +0%
TWP
365
Tempus Wealth Planning
California
$2.6M +$2.11M +139,437 +421%
LPIC
366
LeJeune Puetz Investment Counsel
Michigan
$2.59M +$2.59K +171 +0.1%
PFWA
367
Paces Ferry Wealth Advisors
Georgia
$2.58M -$35.6K -2,352 -1%
ZIM
368
Zacks Investment Management
Illinois
$2.55M -$23.6K -1,560 -0.9%
FAAM
369
First Ascent Asset Management
Colorado
$2.53M +$2.55M +168,318 New
LWM
370
Laidlaw Wealth Management
New York
$2.53M -$68.2K -4,503 -3%
AMG
371
Asset Management Group
Connecticut
$2.53M -$34.6K -2,283 -1%
SHGA
372
Sand Hill Global Advisors
California
$2.53M
GFP
373
Guardian Financial Partners
California
$2.52M +$65.7K +4,341 +3%
HCM
374
Hollencrest Capital Management
California
$2.52M -$545 -36 -0%
PA
375
PFG Advisors
Arizona
$2.51M +$31K +2,049 +1%