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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
151
FAS Wealth Partners
Kansas
$1.32M +$218K +25,062 +20%
EVC
152
Eidelman Virant Capital
Missouri
$1.31M +$1.22M +140,316 +1,918%
LFA
153
Landmark Financial Advisors
Kentucky
$1.29M +$193K +22,224 +18%
WCM
154
Wealthcare Capital Management
Virginia
$1.22M
DIA
155
Denver Investment Advisors
Colorado
$1.19M -$26.1K -3,000 -2%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$1.18M +$23K +2,646 +2%
FNBT
157
FineMark National Bank & Trust
Florida
$1.17M +$163K +18,786 +17%
MA
158
MCF Advisors
Kentucky
$1.16M +$558K +64,200 +97%
WF
159
WealthTrust Fairport
Ohio
$1.16M +$184K +21,192 +19%
LYV
160
Live Your Vision
Pennsylvania
$1.14M -$162K -18,648 -13%
TIM
161
Tortoise Investment Management
New York
$1.14M -$17.5K -2,010 -2%
PFM
162
Peak Financial Management
Massachusetts
$1.13M +$1.1M +126,750 New
KFC
163
Klingenstein Fields & Co
New York
$1.12M +$165K +18,966 +18%
JMPWA
164
JP Morgan Private Wealth Advisors
California
$1.12M +$1.1M +126,228 New
CCWA
165
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.05M -$16.3K -1,872 -2%
PA
166
Pinnacle Associates
New York
$1M +$37.3K +4,290 +4%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$996K +$76.5K +8,814 +9%
TW
168
Transform Wealth
Colorado
$993K -$130K -15,000 -12%
RJA
169
Raymond James & Associates
Florida
$982K +$305K +35,130 +47%
PSUF
170
People's United Financial
Connecticut
$955K +$592K +68,154 +172%
IA
171
IFP Advisors
Florida
$941K +$541K +62,298 +143%
SHJ
172
Sharkey, Howes & Javer
Colorado
$925K +$561K +64,620 +163%
AG
173
Advisor Group
Arizona
$923K +$19.7K +2,274 +2%
FCI
174
Financial Counselors Inc
Kansas
$908K +$888K +102,240 New
BC
175
Barnett & Company
Tennessee
$891K +$203K +23,370 +30%