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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
151
Baker Avenue Asset Management
California
$8.32M +$164K +12,342 +2%
JWM
152
Jackson Wealth Management
Florida
$8.28M -$98.1K -7,386 -1%
NL
153
NEPC LLC
Massachusetts
$8.22M
LBC
154
Lowe Brockenbrough & Co
Virginia
$8.18M +$695K +52,320 +9%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$8.11M -$107K -8,076 -1%
HB
156
Homrich & Berg
Georgia
$8.04M +$7.4M +556,842 +1,339%
SIC
157
Salem Investment Counselors
North Carolina
$7.93M -$443K -33,324 -5%
ATWA
158
Arbor Trust Wealth Advisors
Michigan
$7.73M +$47.3K +3,558 +0.6%
SWA
159
SFMG Wealth Advisors
Texas
$7.62M +$61.9K +4,662 +0.8%
TI
160
tru Independence
Oregon
$7.58M +$7.49M +563,646 New
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$7.44M -$2.84M -213,540 -28%
LF
162
Lee Financial
Texas
$7.36M -$1.24M -93,036 -15%
NIC
163
Northwest Investment Counselors
Oregon
$7.35M -$66.6K -5,016 -0.9%
MA
164
MCF Advisors
Kentucky
$7.32M -$246K -18,510 -3%
ECM
165
Exchange Capital Management
Michigan
$7.32M -$234K -17,598 -3%
WA
166
WBH Advisory
Maryland
$7.1M +$1.32M +99,144 +23%
PFC
167
Phocas Financial Corp
California
$6.95M
BPM
168
Bowling Portfolio Management
Ohio
$6.94M -$2.67M -201,168 -28%
AWM
169
Avior Wealth Management
Nebraska
$6.92M -$121K -9,114 -2%
LSAG
170
Lake Street Advisors Group
New Hampshire
$6.88M +$528K +39,774 +8%
CM
171
Columbus Macro
Pennsylvania
$6.65M -$1.36M -102,366 -17%
FWP
172
FAS Wealth Partners
Kansas
$6.59M +$432K +32,502 +7%
HCM
173
Hengehold Capital Management
Ohio
$6.39M -$436K -32,784 -6%
AFA
174
Atlanta Financial Associates
Georgia
$6.28M +$218K +16,392 +4%
MAS
175
Managed Account Services
Florida
$6.26M -$211K -15,864 -3%