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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
BTR Capital Management
California
$1.13M +$262K +37,200 +32%
CMP
52
Courage Miller Partners
Virginia
$1.06M +$57.5K +8,154 +6%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.06M +$1.01M +143,724 New
IFS
54
Ifrah Financial Services
Arkansas
$977K -$4.19K -594 -0.4%
WAM
55
Wood Asset Management
Florida
$813K -$63.4K -9,000 -8%
CFA
56
Cahill Financial Advisors
Minnesota
$811K +$778K +110,376 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$797K -$1.94M -275,496 -72%
PWM
58
Perigon Wealth Management
California
$793K +$761K +107,976 New
SSWM
59
Sheets Smith Wealth Management
North Carolina
$691K -$1.56K -222 -0.2%
LPL Financial
60
LPL Financial
California
$658K +$18.8K +2,670 +3%
TH
61
Timber Hill
Connecticut
$628K -$27.6K -3,918 -4%
BRWA
62
B. Riley Wealth Advisors
Florida
$622K -$40.4K -5,730 -6%
EMA
63
Efficient Market Advisors
California
$578K
AI
64
Atria Investments
North Carolina
$571K +$121K +17,226 +28%
MAS
65
Madden Advisory Services
Florida
$547K +$525K +74,520 New
BFPW
66
BOK Financial Private Wealth
Colorado
$528K +$26.3K +3,726 +5%
SAM
67
Summit Asset Management
Tennessee
$520K
UCFA
68
United Capital Financial Advisors
Texas
$516K +$79.6K +11,292 +19%
NDSI
69
Newman Dignan & Sheerar Inc
Rhode Island
$498K +$25.4K +3,606 +6%
AIG
70
American International Group
New York
$441K +$9.64K +1,368 +2%
HighTower Advisors
71
HighTower Advisors
Illinois
$416K +$46.3K +6,576 +13%
HIC
72
Hartline Investment Corp
Illinois
$396K
ECM
73
Ensemble Capital Management
California
$387K +$98.3K +13,950 +36%
SEIA
74
Signature Estate & Investment Advisors
California
$369K +$354K +50,172 New
MCC
75
Mid Continent Capital
Illinois
$368K