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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
376
Valmark Advisers
Ohio
$3.49M +$43K +2,448 +1%
CG
377
Cynosure Group
Utah
$3.48M +$1.11K +63 +0%
WCM
378
Wealthcare Capital Management
Virginia
$3.47M -$885K -50,406 -21%
SPFA
379
Summit Place Financial Advisors
New Jersey
$3.44M +$15.5K +885 +0.5%
ECML
380
Eagle Capital Management (Louisiana)
Louisiana
$3.43M +$569K +32,373 +22%
NC
381
Napatree Capital
Rhode Island
$3.42M +$3.19M +181,833 New
MWM
382
Merriman Wealth Management
Washington
$3.4M -$103K -5,886 -3%
RWP
383
RWA Wealth Partners
Massachusetts
$3.4M +$280K +15,942 +10%
Financial Engines Advisors
384
Financial Engines Advisors
California
$3.37M -$21.4K -1,221 -0.7%
FPCG
385
Fort Pitt Capital Group
Pennsylvania
$3.36M +$1.87M +106,545 +147%
CFGA
386
Cambridge Financial Group (Arizona)
Arizona
$3.35M +$3.13M +178,302 New
SFS
387
Summit Financial Strategies
Ohio
$3.34M -$3.06K -174 -0.1%
Bank of Montreal
388
Bank of Montreal
Ontario, Canada
$3.34M -$369K -21,036 -11%
KAS
389
Kestra Advisory Services
Texas
$3.3M +$178K +10,122 +6%
VST
390
Van Strum & Towne
California
$3.3M +$55.3K +3,150 +2%
GGI
391
GPM Growth Investors
Michigan
$3.26M +$991K +56,409 +48%
AI
392
Atria Investments
North Carolina
$3.24M -$108K -6,168 -3%
Pathstone Holdings
393
Pathstone Holdings
New Jersey
$3.22M +$3.01M +171,468 New
SWM
394
SigFig Wealth Management
California
$3.21M +$437K +24,876 +16%
AMG
395
Asset Management Group
Connecticut
$3.21M +$11.2K +639 +0.4%
PA
396
PFG Advisors
Arizona
$3.17M +$282K +16,041 +11%
MIA
397
MeadowBrook Investment Advisors
Michigan
$3.17M +$2.96M +168,513 New
HCM
398
Hollencrest Capital Management
California
$3.17M +$705K +40,143 +31%
IP
399
Ignite Planners
California
$3.12M -$222K -12,639 -7%
ASN
400
Advisory Services Network
Georgia
$3.12M -$1.63K -93 -0.1%