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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Sawgrass Asset Management
Florida
$371K +$13.7K +1,740 +4%
MCC
102
Mid Continent Capital
Illinois
$350K -$18.9K -2,400 -5%
CAM
103
Carret Asset Management
New York
$343K +$26.7K +3,396 +8%
AIM
104
Aspen Investment Management
Michigan
$323K -$12.5K -1,590 -4%
GIA
105
GHP Investment Advisors
Colorado
$313K +$47 +6 +0%
Ameriprise
106
Ameriprise
Minnesota
$306K +$17.6K +2,232 +6%
HFS
107
HL Financial Services
Kentucky
$296K
CG
108
Colony Group
Massachusetts
$293K +$242K +30,780 +468%
LNWWM
109
Laird Norton Wetherby Wealth Management
California
$288K
GHA
110
GW Henssler & Associates
Georgia
$285K +$23.1K +2,934 +9%
WA
111
WBH Advisory
Maryland
$271K +$992 +126 +0.4%
FTUS
112
Flow Traders U.S.
New York
$271K +$139K +17,640 +104%
Creative Planning
113
Creative Planning
Kansas
$269K +$147K +18,612 +118%
CFMC
114
Curbstone Financial Management Corp
New Hampshire
$264K -$4.49K -570 -2%
PAM
115
Premier Asset Management
Illinois
$261K +$15.1K +1,920 +6%
VF
116
Virtu Financial
New York
$260K +$261K +33,198 New
LWMT
117
Legacy Wealth Management (Tennessee)
Tennessee
$246K +$247K +31,392 New
BJL
118
Brighton Jones LLC
Washington
$239K +$1.09K +138 +0.5%
IC
119
InterOcean Capital
Illinois
$233K -$7.94K -1,008 -3%
BOS
120
Bingham Osborn & Scarborough
California
$233K -$1.89K -240 -0.8%
GA
121
Geneva Advisors
Illinois
$232K +$1.23K +156 +0.5%
CCS
122
Crosspoint Capital Strategies
California
$169K +$130K +16,566 +327%
MFS
123
MSI Financial Services
Massachusetts
$163K +$18.8K +2,388 +13%
CFS
124
Community Financial System
New York
$154K +$155K +19,650 New
PVH
125
Psagot Value Holdings
Israel
$146K +$147K +18,624 New