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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
126
Wealthcare Capital Management
Virginia
$404K
EWA
127
EP Wealth Advisors
California
$397K +$101K +12,060 +33%
RPA
128
Rock Point Advisors
Vermont
$396K +$124K +14,802 +44%
SCM
129
SOL Capital Management
Maryland
$391K
CFMC
130
Curbstone Financial Management Corp
New Hampshire
$376K +$81.6K +9,720 +27%
GIA
131
GHP Investment Advisors
Colorado
$366K +$7.91K +942 +2%
BRWA
132
B. Riley Wealth Advisors
Florida
$355K +$37.8K +4,500 +12%
Millennium Management
133
Millennium Management
New York
$353K +$145K +17,232 +67%
AI
134
Atria Investments
North Carolina
$346K -$18.4K -2,196 -5%
SPC
135
Sigma Planning Corp
Michigan
$341K +$348K +41,496 New
SMC
136
Smith, Moore & Co
Missouri
$330K
MWM
137
Mission Wealth Management
California
$324K +$330K +39,246 New
AC
138
Alley Company
Illinois
$317K +$31.6K +3,768 +11%
HFS
139
HL Financial Services
Kentucky
$310K
WA
140
WBH Advisory
Maryland
$305K +$1.41K +168 +0.5%
LNWWM
141
Laird Norton Wetherby Wealth Management
California
$303K
FANJ
142
Financial Architects (New Jersey)
New Jersey
$292K +$4.63K +552 +2%
AIM
143
Aspen Investment Management
Michigan
$282K -$13.1K -1,560 -4%
GA
144
Geneva Advisors
Illinois
$278K
PCA
145
Personal Capital Advisors
California
$277K +$283K +33,684 New
AMM
146
American Money Management
California
$269K +$3.93K +468 +1%
NA
147
Nottingham Advisors
New York
$265K -$144K -17,196 -35%
PAM
148
Premier Asset Management
Illinois
$254K -$114K -13,530 -30%
HIC
149
Hartline Investment Corp
Illinois
$254K
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$253K +$14K +1,668 +6%