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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWI
101
Long Wharf Investors
Massachusetts
$275K +$50.7K +6,696 +23%
WA
102
WBH Advisory
Maryland
$269K +$4.59K +606 +2%
CFMC
103
Curbstone Financial Management Corp
New Hampshire
$267K -$274K -36,210 -51%
GHA
104
GW Henssler & Associates
Georgia
$261K +$254K +33,486 New
Wells Fargo
105
Wells Fargo
California
$252K +$115K +15,228 +89%
PAM
106
Premier Asset Management
Illinois
$246K
IC
107
InterOcean Capital
Illinois
$240K
BJL
108
Brighton Jones LLC
Washington
$237K +$1.09K +144 +0.5%
BOS
109
Bingham Osborn & Scarborough
California
$234K -$1.36K -180 -0.6%
AllianceBernstein
110
AllianceBernstein
Tennessee
$234K +$227K +30,000 New
GA
111
Geneva Advisors
Illinois
$230K
VAS
112
Valicenti Advisory Services
New York
$226K
PA
113
Pinnacle Associates
New York
$223K +$2.27K +300 +1%
CCG
114
Cypress Capital Group
Florida
$208K +$201K +26,556 New
MFS
115
MSI Financial Services
Massachusetts
$143K -$11.8K -1,554 -8%
FTUS
116
Flow Traders U.S.
New York
$132K +$128K +16,926 New
Creative Planning
117
Creative Planning
Kansas
$123K +$93.7K +12,372 +367%
BAM
118
Barrett Asset Management
New York
$122K
WTB
119
Washington Trust Bank
Washington
$82K
EWM
120
Edge Wealth Management
New York
$81K -$66K -8,718 -46%
AA
121
Apriem Advisors
California
$75K -$4.18K -552 -5%
MA
122
MUFG Americas
New York
$69K +$66.8K +8,814 New
CG
123
Colony Group
Massachusetts
$51K +$27.8K +3,666 +126%
MWP
124
MYCIO Wealth Partners
Pennsylvania
$50K +$48.8K +6,438 New
RWM
125
Raffa Wealth Management
District of Columbia
$49.2K