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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$5.35M +$4.49M +414,672 +687%
PIMG
152
Patriot Investment Management Group
Tennessee
$5.34M +$5.13M +473,862 New
MWA
153
MFA Wealth Advisors
Pennsylvania
$5.33M +$5.12M +472,530 New
GCA
154
Gradient Capital Advisors
California
$5.21M -$425K -39,252 -8%
WAM
155
Wakefield Asset Management
Colorado
$5.14M +$219K +20,244 +5%
AWM
156
Avior Wealth Management
Nebraska
$5.09M +$143K +13,236 +3%
WP
157
WealthSource Partners
California
$5.06M -$22.5K -2,076 -0.5%
LCM
158
Leisure Capital Management
California
$5.04M -$245K -22,608 -5%
HWMG
159
Hurlow Wealth Management Group
Indiana
$4.93M -$129K -11,904 -3%
AOWM
160
Alpha Omega Wealth Management
Virginia
$4.91M -$13.3M -1,229,580 -74%
RBA
161
Richard Bernstein Advisors
New York
$4.85M +$840K +77,550 +22%
AIM
162
Anchor Investment Management
South Carolina
$4.83M +$649K +59,892 +16%
SFWC
163
Strategic Family Wealth Counselors
New Jersey
$4.75M +$633K +58,392 +16%
DPA
164
Delphi Private Advisors
California
$4.71M -$78.7K -7,266 -2%
MWP
165
MYCIO Wealth Partners
Pennsylvania
$4.71M +$264K +24,330 +6%
BWA
166
Burt Wealth Advisors
Maryland
$4.7M +$1.9M +175,566 +73%
AL
167
Aspiriant LLC
California
$4.55M -$190K -17,508 -4%
COI
168
Capital One Investing
Virginia
$4.52M +$580K +53,550 +15%
CCM
169
Condor Capital Management
New Jersey
$4.48M -$656K -60,522 -13%
HWA
170
Heritage Way Advisors
Illinois
$4.46M +$244K +22,494 +6%
PAG
171
Private Advisor Group
New Jersey
$4.41M +$1.78M +163,830 +72%
SBL
172
Sargent Bickham Lagudis
Colorado
$4.39M +$2.21M +203,574 +109%
WA
173
WBH Advisory
Maryland
$4.39M +$309K +28,530 +8%
MGIA
174
Moneta Group Investment Advisors
Missouri
$4.26M +$1.4M +129,648 +52%
B
175
Bailard
California
$4.24M +$123K +11,364 +3%