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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
101
Sensible Financial Planning & Management
Massachusetts
$4.19M +$3.06M +312,144 +293%
NDSI
102
Newman Dignan & Sheerar Inc
Rhode Island
$4.16M +$210K +21,408 +5%
HCM
103
Hengehold Capital Management
Ohio
$4.16M +$3.24K +330 +0.1%
NC
104
NewSquare Capital
Pennsylvania
$4.1M -$188K -19,122 -4%
SBL
105
Sargent Bickham Lagudis
Colorado
$4.02M +$1.36M +138,492 +53%
MWP
106
MYCIO Wealth Partners
Pennsylvania
$4.01M +$347K +35,400 +10%
VCAM
107
Van Cleef Asset Management
Ohio
$3.89M -$308K -31,332 -7%
AG
108
Appleton Group
Wisconsin
$3.88M +$48.5K +4,944 +1%
CCM
109
Condor Capital Management
New Jersey
$3.85M +$261K +26,604 +7%
BFPW
110
BOK Financial Private Wealth
Colorado
$3.82M -$66.1K -6,738 -2%
FI
111
FormulaFolio Investments
Michigan
$3.8M +$2.49M +253,446 +201%
TG
112
Threshold Group
Washington
$3.75M +$103K +10,530 +3%
US Bancorp
113
US Bancorp
Minnesota
$3.71M
BC
114
Bartlett & Co
Ohio
$3.66M -$173K -17,640 -5%
SEIA
115
Signature Estate & Investment Advisors
California
$3.63M +$79K +8,046 +2%
JMPWA
116
JP Morgan Private Wealth Advisors
California
$3.61M +$1.79M +182,598 +103%
ACM
117
Avalon Capital Management
California
$3.52M +$2.34M +237,948 +209%
LCM
118
Leisure Capital Management
California
$3.43M +$139K +14,154 +4%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$3.4M +$224K +22,806 +7%
WP
120
WealthSource Partners
California
$3.15M +$153K +15,624 +5%
HWA
121
Heritage Way Advisors
Illinois
$3.11M +$175K +17,826 +6%
SAM
122
Sawgrass Asset Management
Florida
$3.08M +$221K +22,500 +8%
MAS
123
Managed Account Services
Florida
$3.02M +$210K +21,378 +8%
ECM
124
ETrade Capital Management
Virginia
$2.99M +$32.8K +3,342 +1%
CWM
125
Circle Wealth Management
New Jersey
$2.86M +$636K +64,794 +29%