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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
$13.2M +$417K +35,346 +3%
CM
102
Columbus Macro
Pennsylvania
$12.8M +$218K +18,522 +2%
CCM
103
CWH Capital Management
Washington
$12.8M +$354 +30 +0%
SJIM
104
St. Johns Investment Management
Florida
$12.6M +$72.9K +6,186 +0.6%
AA
105
Advisory Alpha
Michigan
$12.4M +$2.63M +222,990 +26%
NCM
106
Next Capital Management
New York
$12.1M -$32.1K -2,724 -0.3%
UBS AM
107
UBS AM
Illinois
$11.7M -$430K -36,504 -4%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$11.7M +$559K +47,424 +5%
MF
109
Manchester Financial
California
$11.7M -$60.7K -5,148 -0.5%
LWA
110
Lenox Wealth Advisors
New York
$11.6M +$184K +15,576 +2%
ADL
111
Asset Dedication LLC
California
$11.6M -$193K -16,416 -2%
RA
112
Riversedge Advisors
Delaware
$11.2M
KCPG
113
Kavar Capital Partners Group
Kansas
$11M +$2.42M +205,644 +28%
EWM
114
Empirical Wealth Management
Washington
$10.9M +$313K +26,574 +3%
DP
115
Denver PWM
Colorado
$10.8M -$194K -16,452 -2%
Bank of America
116
Bank of America
North Carolina
$10.8M +$2.39M +202,956 +29%
AG
117
Appleton Group
Wisconsin
$10.6M -$562K -47,652 -5%
DAS
118
Dynamic Advisor Solutions
Arizona
$10.6M -$460K -39,042 -4%
IAS
119
IMA Advisory Services
Colorado
$10.5M +$372K +31,542 +4%
BDF
120
Black Diamond Financial
Maryland
$10.4M +$544K +46,152 +6%
SP
121
SWS Partners
Ohio
$10.2M +$192K +16,296 +2%
CG
122
Colony Group
Massachusetts
$10.1M -$405K -34,332 -4%
FAAS
123
First Allied Advisory Services
California
$9.97M -$872K -73,968 -8%
DW
124
Domani Wealth
Pennsylvania
$9.77M +$3.04K +258 +0%
LF
125
Lee Financial
Texas
$9.68M +$274K +23,226 +3%