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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
376
Seneca House Advisors
Virginia
$242K +$250K +23,028 New
WSTAM
377
Wilbanks Smith & Thomas Asset Management
Virginia
$240K +$248K +22,842 New
HA
378
Harborview Advisors
Maine
$240K +$249K +22,848 New
CCA
379
Clearwater Capital Advisors
Illinois
$239K -$188K -17,280 -43%
IA
380
Independence Advisors
Pennsylvania
$239K +$247K +22,710 New
AWMF
381
Arbor Wealth Management (Florida)
Florida
$230K
HWA
382
Heritage Wealth Advisors
Virginia
$229K +$15.8K +1,452 +7%
WCWM
383
Willow Creek Wealth Management
California
$227K +$235K +21,576 New
NL
384
NWAM LLC
Washington
$226K +$2.28K +210 +1%
BW
385
Bison Wealth
Georgia
$223K +$6.26K +576 +3%
SIC
386
Shoker Investment Counsel
Ohio
$217K -$75.8K -6,966 -25%
SFWA
387
Summit Financial Wealth Advisors
Louisiana
$215K +$223K +20,460 New
PIM
388
Penobscot Investment Management
Massachusetts
$208K -$20.2K -1,860 -9%
PCM
389
Palouse Capital Management
Washington
$207K -$10.6K -978 -5%
MWP
390
Moller Wealth Partners
$206K -$39.5K -3,636 -16%
WA
391
Winfield Associates
Ohio
$206K +$153K +14,100 +257%
CA
392
Cetera Advisors
Colorado
$206K +$217K +19,944 New
FA
393
Fagan Associates
New York
$204K -$3.07K -282 -1%
FM
394
Foster & Motley
Ohio
$203K +$3.52K +324 +2%
GI
395
GS Investments
Minnesota
$201K -$783 -72 -0.4%
FCAG
396
First Capital Advisors Group
New Jersey
$200K -$848 -78 -0.4%
RFA
397
Reilly Financial Advisors
California
$184K
CDIA
398
Capital Directions Investment Advisors
Georgia
$184K +$1.57K +144 +0.8%
SSB
399
Sandy Spring Bank
Maryland
$167K +$40.7K +3,738 +31%
GWM
400
Geneos Wealth Management
Colorado
$147K