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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
76
Denver PWM
Colorado
$10.3M -$5.47K -528 -0.1%
SP
77
SWS Partners
Ohio
$10.3M +$10M +967,098 New
DWM
78
Destination Wealth Management
California
$9.96M +$4.68M +451,980 +93%
LPL Financial
79
LPL Financial
California
$9.64M +$464K +44,814 +5%
CCM
80
CWH Capital Management
Washington
$9.6M -$391K -37,710 -4%
EWM
81
Empirical Wealth Management
Washington
$9.58M -$89K -8,592 -0.9%
ADL
82
Asset Dedication LLC
California
$8.96M -$142K -13,728 -2%
CG
83
Colony Group
Massachusetts
$8.64M +$1.36M +130,884 +19%
ECM
84
Exchange Capital Management
Michigan
$8.45M +$1.32M +127,836 +19%
MA
85
MCF Advisors
Kentucky
$8.43M +$1.6M +154,500 +24%
FLPIM
86
F.L. Putnam Investment Management
Massachusetts
$7.96M +$1.29M +124,392 +20%
Morgan Stanley
87
Morgan Stanley
New York
$7.95M -$67.3K -6,498 -0.9%
BC
88
Burleson & Co
California
$7.81M +$7.61M +735,030 New
MFS
89
Monetta Financial Services
Illinois
$7.67M
PCA
90
Personal Capital Advisors
California
$7.22M +$6.12M +591,024 +669%
LWA
91
Lenox Wealth Advisors
New York
$6.77M +$512K +49,392 +8%
SBL
92
Sargent Bickham Lagudis
Colorado
$6.75M +$2.41M +232,962 +58%
SFS
93
Strategic Financial Services
New York
$6.74M -$452K -43,674 -6%
MWM
94
MinichMacGregor Wealth Management
New York
$6.62M +$64.5K +6,222 +1%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$6.55M -$198K -19,158 -3%
DPA
96
Delphi Private Advisors
California
$6.36M -$10.1K -972 -0.2%
NIC
97
Northwest Investment Counselors
Oregon
$6.35M +$284K +27,438 +5%
BFG
98
Bouchey Financial Group
New York
$6.26M -$88.3K -8,526 -1%
Bank of America
99
Bank of America
North Carolina
$6.07M +$343K +33,138 +6%
SFPM
100
Sensible Financial Planning & Management
Massachusetts
$6.05M +$1.56M +150,870 +36%