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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
76
Aspen Investment Management
Michigan
$340K -$2.96K -420 -0.9%
U
77
UBS
Switzerland
$340K +$99.9K +14,178 +44%
GIA
78
GHP Investment Advisors
Colorado
$337K +$7.4K +1,050 +2%
BWG
79
Beta Wealth Group
California
$327K +$313K +44,478 New
S
80
SignatureFD
Georgia
$324K +$106K +15,018 +52%
SAM
81
Sawgrass Asset Management
Florida
$316K +$11.2K +1,584 +4%
TC
82
Taylor Cottrill
New Hampshire
$315K
TIA
83
Tiemann Investment Advisors
California
$297K +$285K +40,470 New
TIM
84
Tortoise Investment Management
New York
$285K +$239K +33,960 +708%
HFS
85
HL Financial Services
Kentucky
$277K
SIC
86
Sigma Investment Counselors
Michigan
$252K +$7.19K +1,020 +3%
IC
87
InterOcean Capital
Illinois
$249K +$239K +33,954 New
EWA
88
EP Wealth Advisors
California
$247K
PCM
89
Parsons Capital Management
Rhode Island
$244K +$234K +33,150 New
DAS
90
Dynamic Advisor Solutions
Arizona
$244K +$234K +33,216 New
WA
91
WBH Advisory
Maryland
$243K -$4.19K -594 -2%
CAM
92
Carret Asset Management
New York
$238K +$6.34K +900 +3%
Bank of America
93
Bank of America
North Carolina
$226K +$43K +6,108 +25%
BOS
94
Bingham Osborn & Scarborough
California
$222K -$3.38K -480 -2%
BJL
95
Brighton Jones LLC
Washington
$221K +$973 +138 +0.5%
EVC
96
Eidelman Virant Capital
Missouri
$214K +$205K +29,112 New
PA
97
Pinnacle Associates
New York
$213K +$204K +29,010 New
PA
98
Planning Alternatives
Michigan
$195K +$187K +26,604 New
MFS
99
MSI Financial Services
Massachusetts
$176K +$18.7K +2,652 +12%
EWM
100
Edge Wealth Management
New York
$148K