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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
76
Tortoise Investment Management
New York
$1.39M -$232K -28,200 -14%
QI
77
QS Investors
New York
$1.39M +$1.38M +167,904 New
PWM
78
Perigon Wealth Management
California
$1.37M +$18.8K +2,280 +1%
LPL Financial
79
LPL Financial
California
$1.36M +$517K +62,736 +61%
SSWM
80
Sheets Smith Wealth Management
North Carolina
$1.35M +$64.8K +7,866 +5%
LWMT
81
Legacy Wealth Management (Tennessee)
Tennessee
$1.31M -$73.9K -8,970 -5%
MAS
82
Madden Advisory Services
Florida
$1.28M -$11.4K -1,380 -0.9%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$1.28M -$889K -107,958 -41%
PC
84
Palo Capital
California
$1.26M -$563K -68,340 -31%
SFA
85
Sequoia Financial Advisors
Ohio
$1.19M +$1.19M +144,060 New
MCM
86
Mengis Capital Management
Oregon
$1.18M +$171K +20,742 +17%
VNA
87
Valley National Advisers
Pennsylvania
$1.03M +$277K +33,630 +37%
AIG
88
American International Group
New York
$1M +$118K +14,292 +13%
Creative Planning
89
Creative Planning
Kansas
$983K -$2.62K -318 -0.3%
LYV
90
Live Your Vision
Pennsylvania
$962K -$3.14M -381,258 -77%
JPTCCM
91
J.P. Turner & Co Capital Management
Georgia
$929K +$132K +16,020 +17%
BCM
92
BTR Capital Management
California
$904K +$29.6K +3,600 +3%
IFS
93
Ifrah Financial Services
Arkansas
$855K -$346 -42 -0%
SIA
94
Starfire Investment Advisers
Michigan
$831K +$828K +100,614 New
SIC
95
Sigma Investment Counselors
Michigan
$767K +$79.9K +9,708 +12%
PA
96
Pinnacle Associates
New York
$763K +$3.21K +390 +0.4%
CCS
97
Crosspoint Capital Strategies
California
$757K +$431K +52,308 +133%
Bank of America
98
Bank of America
North Carolina
$744K -$1.47M -177,960 -66%
GGI
99
Godsey & Gibb Inc
Virginia
$697K -$84.1K -10,212 -11%
HIC
100
Holderness Investments Company
North Carolina
$680K +$67.5K +8,196 +11%