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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
951
Carmel Capital Partners
California
$418K – – –
PTB
952
Pioneer Trust Bank
Oregon
$417K – – –
AFA
953
Arlington Financial Advisors
California
$416K +$418K +17,929 New
NWMG
954
National Wealth Management Group
Ohio
$415K +$109K +4,681 +35%
PFA
955
Pathway Financial Advisors
Vermont
$413K – – –
GWA
956
Geometric Wealth Advisors
District of Columbia
$413K +$161K +6,900 +63%
TA
957
TPG Advisors
Illinois
$413K +$373 +16 +0.1%
BAM
958
Bellevue Asset Management
Washington
$412K +$29.8K +1,280 +8%
Tower Research Capital (TRC)
959
Tower Research Capital (TRC)
New York
$411K +$413K +17,729 New
AIA
960
Armor Investment Advisors
North Carolina
$410K +$699 +30 +0.2%
STFP
961
Signal Tree Financial Partners
Ohio
$408K +$410K +17,607 New
Vident Advisory
962
Vident Advisory
Georgia
$405K +$16.5K +707 +4%
CPW
963
Crestmont Private Wealth
Texas
$404K +$406K +17,433 New
RLWM
964
RF&L Wealth Management
Massachusetts
$404K – – –
EAM
965
Empirical Asset Management
Massachusetts
$404K -$3.73K -160 -0.9%
NFG
966
Nations Financial Group
Iowa
$402K -$139K -5,958 -26%
BC
967
Brio Consultants
California
$402K -$7.06K -303 -2%
RCA
968
Riverview Capital Advisers
Massachusetts
$401K -$256 -11 -0.1%
SAS
969
SMI Advisory Services
Indiana
$399K +$90.5K +3,883 +29%
PIM
970
Penobscot Investment Management
Massachusetts
$397K – – –
LWM
971
Liberty Wealth Management
California
$396K +$370K +15,873 New
PMG
972
ProVise Management Group
Florida
$395K -$47 -2 -0%
FPW
973
Flagship Private Wealth
Massachusetts
$395K -$23 -1 -0%
HI
974
Hudock Inc
Pennsylvania
$392K +$280 +12 +0.1%
Northeast Financial Consultants
975
Northeast Financial Consultants
Connecticut
$389K – – –