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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIA
126
Denver Investment Advisors
Colorado
$350K +$69.7K +8,460 +25%
SMC
127
Smith, Moore & Co
Missouri
$332K +$51.6K +6,270 +18%
BRWA
128
B. Riley Wealth Advisors
Florida
$320K +$8.3K +1,008 +3%
HFS
129
HL Financial Services
Kentucky
$312K
WA
130
WBH Advisory
Maryland
$305K +$9.58K +1,164 +3%
LNWWM
131
Laird Norton Wetherby Wealth Management
California
$304K
EWA
132
EP Wealth Advisors
California
$299K -$96.3K -11,700 -24%
AIM
133
Aspen Investment Management
Michigan
$297K -$3.46K -420 -1%
CFMC
134
Curbstone Financial Management Corp
New Hampshire
$297K +$29.4K +3,570 +11%
FANJ
135
Financial Architects (New Jersey)
New Jersey
$289K +$229K +27,774 +383%
AC
136
Alley Company
Illinois
$288K +$66.7K +8,100 +30%
SIA
137
Stancorp Investment Advisers
Oregon
$282K -$8.99K -1,092 -3%
GA
138
Geneva Advisors
Illinois
$280K +$35.6K +4,320 +15%
Citadel Advisors
139
Citadel Advisors
Florida
$280K +$280K +33,948 New
RPA
140
Rock Point Advisors
Vermont
$276K +$275K +33,354 New
AMM
141
American Money Management
California
$266K +$28.7K +3,480 +12%
HIC
142
Hartline Investment Corp
Illinois
$255K -$444K -53,892 -64%
WSTAM
143
Wilbanks Smith & Thomas Asset Management
Virginia
$253K -$822K -99,810 -77%
AWM
144
AllSquare Wealth Management
New York
$251K
CA
145
Capital Advantage
California
$245K +$244K +29,616 New
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$241K -$203K -24,660 -46%
RDM
147
Retirement Design & Management
Connecticut
$240K -$315K -38,244 -57%
RBC
148
Ronald Blue & Co
Georgia
$239K +$238K +28,908 New
Ameriprise
149
Ameriprise
Minnesota
$235K -$89.9K -10,920 -28%
BJL
150
Brighton Jones LLC
Washington
$234K -$18.6K -2,256 -7%