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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EMA
51
Efficient Market Advisors
California
$527K
SAM
52
Summit Asset Management
Tennessee
$474K
BFPW
53
BOK Financial Private Wealth
Colorado
$457K +$11.5K +1,728 +3%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$430K +$25.1K +3,762 +6%
AI
55
Atria Investments
North Carolina
$405K -$73.1K -10,956 -15%
UCFA
56
United Capital Financial Advisors
Texas
$395K -$511K -76,584 -56%
AIG
57
American International Group
New York
$393K +$391K +58,608 New
HIC
58
Hartline Investment Corp
Illinois
$361K
MCC
59
Mid Continent Capital
Illinois
$336K -$36K -5,400 -10%
HighTower Advisors
60
HighTower Advisors
Illinois
$335K +$23K +3,444 +7%
AIM
61
Aspen Investment Management
Michigan
$313K +$5.6K +840 +2%
GIA
62
GHP Investment Advisors
Colorado
$301K +$16.6K +2,490 +6%
TC
63
Taylor Cottrill
New Hampshire
$287K +$760 +114 +0.3%
SAM
64
Sawgrass Asset Management
Florida
$277K
ECM
65
Ensemble Capital Management
California
$260K +$258K +38,760 New
HFS
66
HL Financial Services
Kentucky
$253K
WA
67
WBH Advisory
Maryland
$226K +$225K +33,774 New
EWA
68
EP Wealth Advisors
California
$225K +$224K +33,600 New
SIC
69
Sigma Investment Counselors
Michigan
$223K +$222K +33,330 New
U
70
UBS
Switzerland
$215K -$3.08M -462,042 -93%
CAM
71
Carret Asset Management
New York
$211K +$210K +31,470 New
BOS
72
Bingham Osborn & Scarborough
California
$206K +$205K +30,702 New
LIM
73
Leavell Investment Management
Alabama
$202K +$201K +30,198 New
BJL
74
Brighton Jones LLC
Washington
$201K +$200K +29,940 New
PAM
75
Premier Asset Management
Illinois
$201K +$200K +30,000 New