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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
Colony Group
Massachusetts
$346K +$39.7K +4,968 +13%
Ameriprise
127
Ameriprise
Minnesota
$322K +$2.45K +306 +0.8%
CCS
128
Crosspoint Capital Strategies
California
$322K +$142K +17,724 +82%
HFS
129
HL Financial Services
Kentucky
$309K
BRWA
130
B. Riley Wealth Advisors
Florida
$308K +$301K +37,686 New
LNWWM
131
Laird Norton Wetherby Wealth Management
California
$301K
AIM
132
Aspen Investment Management
Michigan
$297K -$39.8K -4,980 -12%
WA
133
WBH Advisory
Maryland
$293K +$9.21K +1,152 +3%
SIA
134
Stancorp Investment Advisers
Oregon
$288K +$282K +35,280 New
LWA
135
Lenox Wealth Advisors
New York
$287K +$257K +32,154 +1,078%
ACM
136
Avalon Capital Management
California
$282K -$131K -16,380 -32%
DIA
137
Denver Investment Advisors
Colorado
$278K +$271K +33,960 New
SMC
138
Smith, Moore & Co
Missouri
$277K +$271K +33,900 New
PAM
139
Premier Asset Management
Illinois
$273K
LS
140
Lattice Strategies
Pennsylvania
$268K +$262K +32,730 New
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$265K -$10.1K -1,266 -4%
BJL
142
Brighton Jones LLC
Washington
$250K +$1.1K +138 +0.5%
AWM
143
AllSquare Wealth Management
New York
$249K +$243K +30,426 New
BOS
144
Bingham Osborn & Scarborough
California
$243K -$1.05K -132 -0.4%
GA
145
Geneva Advisors
Illinois
$242K
IC
146
InterOcean Capital
Illinois
$239K -$4.8K -600 -2%
UBS Group
147
UBS Group
Switzerland
$237K +$232K +28,992 New
AMM
148
American Money Management
California
$235K +$230K +28,776 New
AC
149
Alley Company
Illinois
$218K +$213K +26,700 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$207K +$203K +25,338 New