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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
126
Evensky & Katz
Florida
$2.26M -$286K -30,012 -11%
FC
127
Forte Capital
New York
$2.24M +$221K +23,172 +11%
VNA
128
Valley National Advisers
Pennsylvania
$2.22M -$188K -19,692 -8%
CCM
129
Carlson Capital Management
Minnesota
$2.16M -$13.8K -1,452 -0.6%
LPIC
130
LeJeune Puetz Investment Counsel
Michigan
$2.15M -$70.1K -7,350 -3%
CWM
131
Circle Wealth Management
New Jersey
$2.13M +$9.62K +1,008 +0.5%
GI
132
Gradient Investments
Minnesota
$2.13M +$208K +21,756 +11%
GHA
133
GW Henssler & Associates
Georgia
$2.08M +$143K +14,964 +7%
CCM
134
Coldstream Capital Management
Washington
$2.06M +$1.15M +120,546 +130%
KIA
135
KCM Investment Advisors
California
$2.05M -$11.3K -1,188 -0.6%
UBS Group
136
UBS Group
Switzerland
$2.02M +$511K +53,610 +34%
WA
137
WBH Advisory
Maryland
$1.96M +$184K +19,242 +10%
LWMT
138
Legacy Wealth Management (Tennessee)
Tennessee
$1.9M +$8.3K +870 +0.4%
KWM
139
Kingsview Wealth Management
Oregon
$1.87M -$1.15M -120,606 -38%
AG
140
Advisor Group
Arizona
$1.86M +$1.01M +105,462 +120%
Manulife (Manufacturers Life Insurance)
141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.84M +$1.83M +191,382 New
RJA
142
Raymond James & Associates
Florida
$1.76M +$331K +34,722 +23%
PAG
143
Private Advisor Group
New Jersey
$1.76M -$74.1K -7,770 -4%
IA
144
IFP Advisors
Florida
$1.74M +$129K +13,488 +8%
JMPWA
145
JP Morgan Private Wealth Advisors
California
$1.71M -$141K -14,754 -8%
LYV
146
Live Your Vision
Pennsylvania
$1.7M +$273K +28,644 +20%
PCM
147
Parsons Capital Management
Rhode Island
$1.68M -$167K -17,544 -9%
SPC
148
Sigma Planning Corp
Michigan
$1.66M +$7.5K +786 +0.5%
PWM
149
Perigon Wealth Management
California
$1.66M -$56.8K -5,952 -3%
IF
150
Ironwood Financial
Arizona
$1.61M +$91.3K +9,570 +6%