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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
401
WhitTier Trust Company
Nevada
$141K +$86.7K +7,974 +145%
WWMSC
402
Wagner Wealth Management (South Carolina)
South Carolina
$139K +$392 +36 +0.3%
SEI Investments
403
SEI Investments
Pennsylvania
$132K -$153K -14,022 -53%
CAPTRUST Financial Advisors
404
CAPTRUST Financial Advisors
North Carolina
$125K +$79.2K +7,284 +148%
M
405
MOTCO
Texas
$124K
WG
406
Welch Group
Alabama
$121K +$126K +11,544 New
GBBWRPM
407
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$121K +$126K +11,556 New
IIC
408
Integrated Investment Consultants
Michigan
$119K +$123K +11,280 New
SWP
409
Strategic Wealth Partners
Ohio
$118K
VFA
410
Valeo Financial Advisors
Indiana
$116K +$2.68K +246 +2%
PFBT
411
Parkside Financial Bank & Trust
Missouri
$90K
GRP
412
Global Retirement Partners
California
$90K +$26K +2,394 +39%
LFA
413
Legacy Financial Advisors
Kentucky
$85K
SF
414
Synovus Financial
Georgia
$83K +$86K +7,908 New
William Blair & Company
415
William Blair & Company
Illinois
$82K +$84.6K +7,782 New
APA
416
American Portfolios Advisors
New York
$79.1K -$2.47M -226,836 -97%
Citigroup
417
Citigroup
New York
$77K -$6.98K -642 -8%
PG
418
Patten Group
Tennessee
$75K +$1.63K +150 +2%
PMFA
419
Plante Moran Financial Advisors
Michigan
$75K +$5.35K +492 +7%
LFG
420
LifePlan Financial Group
Ohio
$75K +$78K +7,176 New
WC
421
Whitney & Co
New York
$74K -$144K -13,260 -65%
RA
422
Rational Advisors
New York
$73K +$75.6K +6,948 New
CPIG
423
Chicago Partners Investment Group
Illinois
$67K +$5.74K +528 +9%
APP
424
Avantax Planning Partners
Iowa
$66K +$68.1K +6,264 New
Deutsche Bank
425
Deutsche Bank
Germany
$66K +$68.5K +6,294 New