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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Cahill Financial Advisors
Minnesota
$1.51M +$98.6K +12,336 +7%
SEIA
77
Signature Estate & Investment Advisors
California
$1.5M +$116K +14,460 +9%
LWMT
78
Legacy Wealth Management (Tennessee)
Tennessee
$1.37M +$1.08M +135,648 +432%
SG Americas Securities
79
SG Americas Securities
New York
$1.36M +$864K +108,066 +187%
PWM
80
Perigon Wealth Management
California
$1.34M +$144K +18,042 +12%
MAS
81
Madden Advisory Services
Florida
$1.28M
SSWM
82
Sheets Smith Wealth Management
North Carolina
$1.27M +$508K +63,510 +69%
QCMC
83
Quantum Capital Management (California)
California
$1.14M -$5.13K -642 -0.5%
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M -$238K -29,730 -19%
MCM
85
Mengis Capital Management
Oregon
$1M +$979K +122,520 New
GHA
86
GW Henssler & Associates
Georgia
$993K +$680K +85,098 +234%
Creative Planning
87
Creative Planning
Kansas
$976K +$679K +84,996 +247%
ACM
88
Argent Capital Management
Missouri
$930K +$910K +113,796 New
AIG
89
American International Group
New York
$876K +$54.2K +6,786 +7%
BCM
90
BTR Capital Management
California
$865K +$174K +21,762 +26%
IFS
91
Ifrah Financial Services
Arkansas
$846K -$45.3K -5,670 -5%
PCM
92
Parsons Capital Management
Rhode Island
$840K +$28.3K +3,540 +4%
LPL Financial
93
LPL Financial
California
$838K +$18.3K +2,286 +2%
Wells Fargo
94
Wells Fargo
California
$838K +$425K +53,148 +108%
JPTCCM
95
J.P. Turner & Co Capital Management
Georgia
$790K +$774K +96,810 New
GGI
96
Godsey & Gibb Inc
Virginia
$773K -$45.3K -5,670 -6%
PA
97
Pinnacle Associates
New York
$752K +$52.8K +6,600 +8%
CB
98
Community Bank
New York
$726K +$710K +88,800 New
HIC
99
Hartline Investment Corp
Illinois
$693K
SIC
100
Sigma Investment Counselors
Michigan
$680K +$102K +12,768 +18%