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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GGI
351
GPM Growth Investors
Michigan
$4.19M +$4.04M +195,699 New
EWA
352
Exencial Wealth Advisors
Oklahoma
$4.18M -$316K -15,279 -7%
WAG
353
Winthrop Advisory Group
Massachusetts
$4.18M -$52.6K -2,544 -1%
Vanguard Personalized Indexing Management
354
Vanguard Personalized Indexing Management
California
$4.11M +$31.7K +1,536 +0.8%
ELM
355
Elite Life Management
Florida
$4.11M +$518K +25,065 +15%
SHJ
356
Sharkey, Howes & Javer
Colorado
$4.06M -$106K -5,121 -3%
PA
357
PFG Advisors
Arizona
$4.06M +$28.3K +1,368 +0.7%
DWM
358
Dakota Wealth Management
Florida
$4.05M +$665K +32,163 +21%
IC
359
IEQ Capital
California
$4.05M +$878K +42,492 +29%
Kovitz Investment Group Partners
360
Kovitz Investment Group Partners
Illinois
$4.02M -$57K -2,760 -1%
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
$3.99M -$243K -11,751 -6%
ASN
362
Advisory Services Network
Georgia
$3.99M +$304K +14,718 +9%
WC
363
Waterloo Capital
Texas
$3.97M +$70.2K +3,396 +2%
CG
364
Cynosure Group
Utah
$3.97M
CWA
365
Clearview Wealth Advisors
Oregon
$3.96M +$3.82M +184,932 New
HFS
366
Hantz Financial Services
Michigan
$3.96M -$942K -45,603 -20%
ECML
367
Eagle Capital Management (Louisiana)
Louisiana
$3.95M -$47.1K -2,277 -1%
VA
368
Valmark Advisers
Ohio
$3.91M -$90.9K -4,401 -2%
MWM
369
Merriman Wealth Management
Washington
$3.9M -$52.6K -2,547 -1%
RJA
370
Raymond James & Associates
Florida
$3.82M -$2.02M -97,770 -35%
TWM
371
Thrive Wealth Management
Pennsylvania
$3.82M +$120K +5,814 +3%
SPFA
372
Summit Place Financial Advisors
New Jersey
$3.81M -$88.5K -4,284 -2%
Financial Engines Advisors
373
Financial Engines Advisors
California
$3.77M +$2.73K +132 +0.1%
SFS
374
Summit Financial Strategies
Ohio
$3.77M -$3.41K -165 -0.1%
RF
375
RHS Financial
California
$3.74M +$71K +3,438 +2%