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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
76
Evensky & Katz
Florida
$2.39M +$182K +23,520 +9%
ACM
77
Avalon Capital Management
California
$2.37M +$2.25M +291,396 New
EMA
78
Efficient Market Advisors
California
$2.33M -$115K -14,958 -5%
CA
79
Capital Advantage
California
$2.31M +$592K +76,722 +37%
NPC
80
National Planning Corporation
California
$2.23M -$85.2K -11,034 -4%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$2.19M -$451K -58,446 -18%
B
82
Bailard
California
$2.13M +$2.02M +261,432 New
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$2.12M +$57.9K +7,500 +3%
CCM
84
Carlson Capital Management
Minnesota
$2.11M +$6.9K +894 +0.3%
IF
85
Ironwood Financial
Arizona
$2.04M +$1.94M +251,016 New
BO
86
BRR OpCo
Ohio
$2.03M +$150K +19,410 +8%
LCM
87
Leisure Capital Management
California
$2.01M -$208K -26,970 -10%
BRWA
88
B. Riley Wealth Advisors
Florida
$1.96M +$124K +16,074 +6%
PWM
89
Perigon Wealth Management
California
$1.89M -$185K -23,934 -10%
AWM
90
Avior Wealth Management
Nebraska
$1.89M -$41.5K -5,370 -2%
GC
91
Grimes & Company
Massachusetts
$1.82M -$19.6K -2,544 -1%
JIC
92
Johnson Investment Counsel
Ohio
$1.79M +$1.21M +156,906 +250%
KIA
93
KCM Investment Advisors
California
$1.77M -$52.8K -6,846 -3%
TCM
94
Tuttle Capital Management
Connecticut
$1.75M +$320K +41,454 +24%
VNA
95
Valley National Advisers
Pennsylvania
$1.65M +$222K +28,698 +16%
ECML
96
Eagle Capital Management (Louisiana)
Louisiana
$1.61M -$51.9K -6,726 -3%
CFA
97
Cahill Financial Advisors
Minnesota
$1.59M +$51.2K +6,630 +4%
UBS Group
98
UBS Group
Switzerland
$1.57M +$1.05M +136,374 +240%
LWMT
99
Legacy Wealth Management (Tennessee)
Tennessee
$1.57M +$134K +17,388 +10%
CCWA
100
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.56M -$47.4K -6,144 -3%