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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QAM
126
QCI Asset Management
New York
$10.6M +$2.05M +176,016 +26%
SFPM
127
Sensible Financial Planning & Management
Massachusetts
$10.6M -$2.23M -191,466 -18%
EWM
128
Empirical Wealth Management
Washington
$10.4M -$171K -14,706 -2%
NC
129
NewSquare Capital
Pennsylvania
$10.1M +$843K +72,300 +10%
SDWMA
130
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.61M +$1.44M +123,252 +19%
BWM
131
BCS Wealth Management
Tennessee
$9.57M +$559K +47,994 +7%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$9.47M +$318K +27,246 +4%
ACA
133
Ascension Capital Advisors
Texas
$9.45M +$15.5K +1,332 +0.2%
DP
134
Denver PWM
Colorado
$9.35M -$248K -21,318 -3%
PWM
135
Provident Wealth Management
Tennessee
$9.21M +$161K +13,848 +2%
PCWA
136
Pacific Capital Wealth Advisors
California
$9.11M -$4.47K -384 -0.1%
AIM
137
AMI Investment Management
Indiana
$8.94M -$1.08M -92,514 -11%
BPM
138
Bowling Portfolio Management
Ohio
$8.86M +$1.68M +144,528 +25%
SHJ
139
Sharkey, Howes & Javer
Colorado
$8.84M -$1.72M -147,246 -17%
SSWM
140
Sheets Smith Wealth Management
North Carolina
$8.83M +$334K +28,686 +4%
ACM
141
Alpha Capital Management
Texas
$8.57M +$36K +3,090 +0.4%
MF
142
Manchester Financial
California
$8.4M -$140K -12,000 -2%
BC
143
Burleson & Co
California
$8.29M -$309K -26,484 -4%
PAG
144
Private Advisor Group
New Jersey
$8.14M -$215K -18,474 -3%
SPA
145
Sentinel Pension Advisors
Massachusetts
$7.99M -$93.2K -7,998 -1%
PIMG
146
Patriot Investment Management Group
Tennessee
$7.91M +$293K +25,116 +4%
LF
147
Lee Financial
Texas
$7.91M -$602K -51,678 -7%
AIM
148
Anchor Investment Management
South Carolina
$7.89M +$381K +32,730 +5%
MCM
149
MAI Capital Management
Ohio
$7.81M -$927K -79,584 -11%
MW
150
Marcum Wealth
Ohio
$7.78M +$1.62M +138,714 +28%