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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
476
Harvest Group Wealth Management
Massachusetts
$264K -$120K -11,136 -30%
SPC
477
Stewart & Patten Company
California
$263K +$11.1K +1,038 +4%
AMIM
478
Aull & Monroe Investment Management
Alabama
$262K +$22.2K +2,064 +9%
SCA
479
Stillwater Capital Advisors
Pennsylvania
$261K
OPA
480
Old Port Advisors
Maine
$259K +$265K +24,714 New
IDA
481
Intelligence Driven Advisers
California
$259K +$279K +25,986 New
CAI
482
Capital Advisors Inc
Oklahoma
$257K +$277K +25,782 New
CWM
483
Cornerstone Wealth Management
Missouri
$254K +$274K +25,494 New
FHB
484
First Hawaiian Bank
Hawaii
$252K
MIH
485
Meitav Investment House
Israel
$251K +$270K +25,200 New
H
486
HoyleCohen
California
$245K -$13.6K -1,266 -5%
GI
487
GS Investments
Minnesota
$242K +$58.1K +5,418 +29%
SFWA
488
Summit Financial Wealth Advisors
Louisiana
$242K +$7.21K +672 +3%
KA
489
Kovack Advisors
Florida
$241K
SQA
490
Simon Quick Advisors
New Jersey
$237K -$63.6K -5,922 -20%
RWA
491
River Wealth Advisors
Pennsylvania
$237K +$34.1K +3,174 +15%
PO
492
Private Ocean
California
$233K +$2.45K +228 +1%
FCA
493
FinTrust Capital Advisors
South Carolina
$233K +$252K +23,460 New
Nomura Asset Management
494
Nomura Asset Management
Japan
$232K
IA
495
Independence Advisors
Pennsylvania
$226K
RCA
496
Rowland Carmichael Advisors
Arizona
$225K +$212K +19,740 +699%
SIC
497
Shoker Investment Counsel
Ohio
$221K +$5.73K +534 +2%
WCWM
498
Willow Creek Wealth Management
California
$219K +$2.19K +204 +0.9%
BAM
499
Berkshire Asset Management
Pennsylvania
$218K +$236K +21,948 New
PCM
500
Palouse Capital Management
Washington
$217K +$12.6K +1,170 +6%