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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
726
Robertson Stephens Wealth Management
California
$235K -$11.3K -672 -5%
MWM
727
MBE Wealth Management
Wisconsin
$235K
GW
728
GW & Wade
Massachusetts
$234K -$114K -6,750 -33%
CCG
729
Chatham Capital Group
Georgia
$231K
IAA
730
Independent Advisor Alliance
North Carolina
$230K -$116K -6,846 -34%
BWM
731
BT Wealth Management
Georgia
$229K -$110K -6,540 -33%
FFWM
732
Future Financial Wealth Management
Ohio
$228K -$249K -14,772 -53%
EA
733
Elm Advisors
California
$228K
CT
734
Cambridge Trust
Massachusetts
$227K
GWM
735
Geneos Wealth Management
Colorado
$225K -$123K -7,266 -36%
JP Morgan Chase
736
JP Morgan Chase
New York
$224K +$1.42K +84 +0.7%
JLBC
737
J.L. Bainbridge & Co
Florida
$222K
TI
738
Trexquant Investment
Connecticut
$222K +$216K +12,810 New
CDIA
739
Capital Directions Investment Advisors
Georgia
$220K +$214K +12,702 New
BP
740
BCK Partners
New York
$219K -$8.71K -516 -4%
AIIMS
741
Analyst IMS Investment Management Services
Israel
$218K
UB
742
UMB Bank
Missouri
$218K +$213K +12,600 New
PMFA
743
Plante Moran Financial Advisors
Michigan
$217K +$101 +6 +0%
ARC
744
Advisor Resource Council
Texas
$216K +$211K +12,486 New
HCM
745
HM Capital Management
Missouri
$215K +$209K +12,402 New
PAMG
746
Patton Albertson Miller Group
Tennessee
$214K +$209K +12,360 New
SIAG
747
Signet Investment Advisory Group
Rhode Island
$213K -$315K -18,642 -60%
PL
748
Plancorp LLC
Missouri
$210K +$204K +12,108 New
ARIS
749
Advanced Research Investment Solutions
California
$208K
NPPM
750
North Point Portfolio Managers
Ohio
$208K +$202K +12,000 New