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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GG
126
Gleason Group
Kentucky
$33.1M -$545K -21,460 -2%
HWM
127
HRC Wealth Management
Idaho
$33.1M +$237K +9,347 +0.7%
DAS
128
Dynamic Advisor Solutions
Arizona
$33.1M +$275K +10,831 +0.9%
BA
129
Bristlecone Advisors
Washington
$32.3M -$174K -6,837 -0.6%
DBRC
130
D.B. Root & Company
Pennsylvania
$32.3M +$2.33M +91,581 +8%
Stifel Financial
131
Stifel Financial
Missouri
$32.3M +$31.9K +1,256 +0.1%
MCM
132
MAI Capital Management
Ohio
$32.2M -$1.99M -78,397 -6%
UBS Group
133
UBS Group
Switzerland
$31.9M -$260K -10,229 -0.8%
EFG
134
Ethos Financial Group
Pennsylvania
$31.8M +$151K +5,965 +0.5%
PAG
135
Powers Advisory Group
Illinois
$31.5M -$282K -11,119 -0.9%
PPH
136
Pure Portfolios Holdings
Oregon
$31.4M -$2.85M -112,288 -9%
PWM
137
Perigon Wealth Management
California
$31.3M -$545K -21,470 -2%
CKAIS
138
Christensen King & Associates Investment Services
Washington
$30.9M -$403K -15,869 -1%
AIM
139
Anchor Investment Management
South Carolina
$30.4M +$620K +24,431 +2%
GA
140
Gordian Advisors
Arizona
$30.3M -$57.4K -2,260 -0.2%
ACA
141
Ascension Capital Advisors
Texas
$30.2M -$159K -6,252 -0.5%
AIP
142
Almanack Investment Partners
Pennsylvania
$30.1M -$978K -38,511 -3%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$29.2M +$4.55M +179,010 +19%
SAM
144
Sawgrass Asset Management
Florida
$28.4M -$120K -4,730 -0.4%
EWM
145
Empirical Wealth Management
Washington
$28.3M -$381K -15,007 -1%
PWM
146
Provident Wealth Management
Tennessee
$28.2M -$27.9K -1,100 -0.1%
Goldman Sachs
147
Goldman Sachs
New York
$27.8M -$14.2M -560,380 -35%
CAG
148
Csenge Advisory Group
Florida
$27.6M +$1.61M +63,442 +6%
KLI
149
Kelman-Lazarov Inc
Tennessee
$27.1M -$476K -18,752 -2%
MIA
150
Milestone Investment Advisors
Wisconsin
$26.9M -$427K -16,825 -2%