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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TLP
126
Trinity Legacy Partners
Texas
$11.2M -$1.31M -98,580 -11%
EWM
127
Empirical Wealth Management
Washington
$11.2M -$155K -11,640 -1%
NC
128
NewSquare Capital
Pennsylvania
$11.1M +$127K +9,540 +1%
SFPM
129
Sensible Financial Planning & Management
Massachusetts
$11.1M -$408K -30,708 -4%
IWC
130
Integrated Wealth Concepts
Massachusetts
$11M +$10.9M +822,084 New
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$10.9M +$1.59K +120 +0.6%
ACA
132
Ascension Capital Advisors
Texas
$10.7M +$399K +30,054 +4%
SDWMA
133
Schneider Downs Wealth Management Advisors
Pennsylvania
$10.6M +$131K +9,894 +1%
PCWA
134
Pacific Capital Wealth Advisors
California
$10.1M +$213K +16,068 +2%
BWM
135
BCS Wealth Management
Tennessee
$10.1M -$307K -23,100 -3%
SP
136
SWS Partners
Ohio
$10.1M +$9.96M +749,838 New
DP
137
Denver PWM
Colorado
$10M -$159K -11,958 -2%
SHJ
138
Sharkey, Howes & Javer
Colorado
$9.57M -$53.2K -4,002 -0.6%
SPA
139
Sentinel Pension Advisors
Massachusetts
$9.51M +$803K +60,444 +9%
PWM
140
Provident Wealth Management
Tennessee
$9.49M -$526K -39,558 -5%
ACM
141
Alpha Capital Management
Texas
$9.42M +$96.5K +7,266 +1%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$9.27M -$336K -25,272 -4%
AIM
143
Anchor Investment Management
South Carolina
$9.18M +$589K +44,346 +7%
AIM
144
AMI Investment Management
Indiana
$9.06M -$660K -49,698 -7%
OIA
145
OneDigital Investment Advisors
Kansas
$8.82M +$477K +35,880 +6%
Jane Street
146
Jane Street
New York
$8.74M +$6.1M +458,754 +239%
PIMG
147
Patriot Investment Management Group
Tennessee
$8.64M +$32.8K +2,466 +0.4%
PAG
148
Private Advisor Group
New Jersey
$8.45M -$354K -26,676 -4%
BWA
149
Burt Wealth Advisors
Maryland
$8.36M -$4.78K -360 -0.1%
MCM
150
MAI Capital Management
Ohio
$8.33M -$168K -12,648 -2%