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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
626
Geneos Wealth Management
Colorado
$172K
AC
627
AlphaCore Capital
California
$171K -$15.9K -1,368 -9%
CDIA
628
Capital Directions Investment Advisors
Georgia
$169K -$25.2K -2,160 -14%
LGWM
629
Litman Gregory Wealth Management
California
$160K
GAM
630
Gemmer Asset Management
California
$159K +$84.1K +7,218 +128%
FMII
631
Farmers & Merchants Investments Inc
Nebraska
$154K +$145K +12,480 New
PK
632
Pflug Koory
Nebraska
$153K
APA
633
American Portfolios Advisors
New York
$142K -$45.8K -3,930 -25%
HFA
634
Hoover Financial Advisors
Pennsylvania
$135K +$127K +10,896 New
HR
635
Howe & Rusling
New York
$133K -$78.7K -6,750 -39%
RCA
636
Rowland Carmichael Advisors
Arizona
$125K +$4.96K +426 +4%
NG
637
NWK Group
California
$122K -$210 -18 -0.2%
PG
638
Proffitt & Goodson
Tennessee
$119K +$112K +9,624 New
SWM
639
Sugarloaf Wealth Management
Georgia
$109K
SF
640
Synovus Financial
Georgia
$107K -$20.4K -1,752 -17%
PFBT
641
Parkside Financial Bank & Trust
Missouri
$106K
RFA
642
Reilly Financial Advisors
California
$106K
Bessemer Group
643
Bessemer Group
New Jersey
$100K +$210 +18 +0.2%
CIAS
644
CBIZ Investment Advisory Services
Ohio
$99K
CIAS
645
Capital Investment Advisory Services
North Carolina
$97K -$19.9K -1,710 -18%
Fifth Third Bancorp
646
Fifth Third Bancorp
Ohio
$95K +$47.9K +4,110 +115%
IRC
647
Investors Research Corp
Georgia
$93K
GWS
648
Glassman Wealth Services
Virginia
$92K -$41.3K -3,546 -32%
IWP
649
IAG Wealth Partners
Wisconsin
$91K
M
650
MOTCO
Texas
$90K -$52.4K -4,500 -38%