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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
CCG Wealth Management
California
$2.17M -$1.65K -105 -0.1%
OCM
402
One Capital Management
California
$2.16M -$7.35M -467,010 -78%
RC
403
Roundview Capital
New Jersey
$2.15M -$21.2K -1,350 -1%
BFG
404
Bleakley Financial Group
New Jersey
$2.14M +$310K +19,680 +17%
SS
405
Simplicity Solutions
Minnesota
$2.14M +$2.09M +133,005 New
FA
406
Fagan Associates
New York
$2.13M +$167K +10,623 +9%
ASN
407
Advisory Services Network
Georgia
$2.12M -$25.5K -1,623 -1%
MA
408
MONECO Advisors
Connecticut
$2.1M +$2.05M +130,233 New
EWM
409
Elmwood Wealth Management
California
$2.09M -$201K -12,765 -9%
SCM
410
Stordahl Capital Management
Colorado
$2.08M -$6.37K -405 -0.3%
APP
411
Avantax Planning Partners
Iowa
$2.07M -$23.5K -1,491 -1%
VFA
412
Valeo Financial Advisors
Indiana
$2.07M +$39.8K +2,532 +2%
JFGLC
413
Johnson Financial Group LLC (Colorado)
Colorado
$2.06M +$1.29M +82,254 +180%
SG
414
Somerset Group
Minnesota
$2.05M -$11.1K -708 -0.6%
1WM
415
1900 Wealth Management
Texas
$2.05M
HCM
416
Hollencrest Capital Management
California
$2.04M -$644K -40,911 -24%
ECM
417
Elgethun Capital Management
South Dakota
$2.04M +$55.8K +3,546 +3%
KTC
418
Kistler-Tiffany Companies
Pennsylvania
$2.01M -$13K -825 -0.7%
GC
419
Garde Capital
Washington
$1.98M +$189 +12 +0%
FRA
420
Front Row Advisors
California
$1.98M -$26.3K -1,671 -1%
ECML
421
Eagle Capital Management (Louisiana)
Louisiana
$1.97M +$131K +8,340 +7%
CIR
422
Clear Investment Research
Georgia
$1.97M -$6.94K -441 -0.4%
PSCM
423
Per Stirling Capital Management
Texas
$1.97M -$235K -14,928 -11%
SWM
424
SigFig Wealth Management
California
$1.96M +$159K +10,074 +8%
TAM
425
Townsend Asset Management
North Carolina
$1.95M -$336K -21,375 -15%