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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
101
D.B. Root & Company
Pennsylvania
$5.97M +$864K +79,398 +16%
FI
102
FormulaFolio Investments
Michigan
$5.94M +$971K +89,298 +19%
MWM
103
MinichMacGregor Wealth Management
New York
$5.89M -$681K -62,634 -10%
CCM
104
Coldstream Capital Management
Washington
$5.62M +$2.63M +242,178 +83%
Bank of America
105
Bank of America
North Carolina
$5.34M -$689K -63,312 -11%
PFA
106
Pinnacle Family Advisors
Missouri
$5.28M +$5.46M +502,452 New
WAM
107
Watermark Asset Management
California
$5.24M -$272K -25,050 -5%
IAS
108
IMA Advisory Services
Colorado
$5.2M -$4.57K -420 -0.1%
VNA
109
Valley National Advisers
Pennsylvania
$5.1M +$1.43M +131,892 +37%
ACM
110
Avalon Capital Management
California
$5.02M +$2.53M +232,320 +95%
BWM
111
BerganKDV Wealth Management
Minnesota
$4.9M +$23.9K +2,202 +0.5%
AG
112
Appleton Group
Wisconsin
$4.86M +$414K +38,046 +9%
OWM
113
Orgel Wealth Management
Wisconsin
$4.81M -$860K -79,116 -15%
AA
114
Alesco Advisors
New York
$4.81M -$377K -34,644 -7%
AWM
115
Avior Wealth Management
Nebraska
$4.72M -$139K -12,810 -3%
BCP
116
Blackhawk Capital Partners
Wisconsin
$4.66M +$839K +77,118 +21%
UBS Group
117
UBS Group
Switzerland
$4.48M +$2.01M +185,058 +77%
NC
118
NewSquare Capital
Pennsylvania
$4.4M +$143K +13,158 +3%
GCA
119
Gradient Capital Advisors
California
$4.37M +$1.16M +106,920 +35%
US Bancorp
120
US Bancorp
Minnesota
$4.35M +$496K +45,612 +12%
CCM
121
Condor Capital Management
New Jersey
$4.21M +$66.8K +6,138 +2%
LF
122
Lee Financial
Texas
$4.17M +$2.29M +210,258 +113%
MWP
123
MYCIO Wealth Partners
Pennsylvania
$4.11M +$151K +13,908 +4%
SEIA
124
Signature Estate & Investment Advisors
California
$4.1M +$158K +14,484 +4%
CCMW
125
Cypress Capital Management (Wyoming)
Wyoming
$4.09M +$4.15M +381,750 +4,913%