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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Provident Wealth Management
Tennessee
$10.6M -$2.24M -142,764 -18%
SIC
152
Salem Investment Counselors
North Carolina
$10.5M +$764K +48,750 +8%
Commonwealth Equity Services
153
Commonwealth Equity Services
Massachusetts
$10.4M +$2.28M +145,848 +29%
PAG
154
Private Advisor Group
New Jersey
$10.4M -$2.02M -128,682 -17%
AIM
155
AMI Investment Management
Indiana
$10.1M +$175K +11,160 +2%
DP
156
Denver PWM
Colorado
$10M +$2.14M +136,914 +23%
OIA
157
OneDigital Investment Advisors
Kansas
$9.84M -$27.9K -1,782 -0.3%
NL
158
NEPC LLC
Massachusetts
$9.78M
JWM
159
Jackson Wealth Management
Florida
$9.64M +$79.1K +5,052 +0.8%
BHB
160
Bank Hapoalim BM
Israel
$9.6M +$9.4M +600,000 New
JMPWA
161
JP Morgan Private Wealth Advisors
California
$9.42M -$71.5K -4,566 -0.8%
WA
162
WBH Advisory
Maryland
$9.39M +$359K +22,938 +4%
5L
163
55I LLC
Massachusetts
$9.36M +$859K +54,828 +10%
EWM
164
Empirical Wealth Management
Washington
$9.25M -$2.78M -177,234 -23%
PCWA
165
Pacific Capital Wealth Advisors
California
$9.2M -$2.9M -185,046 -24%
SWM
166
Spire Wealth Management
Virginia
$9.11M +$8.91M +568,974 New
FNC
167
First National Corp
Massachusetts
$9.04M -$241K -15,378 -3%
SHJ
168
Sharkey, Howes & Javer
Colorado
$8.97M -$2.13M -135,786 -19%
PFC
169
Phocas Financial Corp
California
$8.93M +$8.74M +558,018 New
MA
170
MCF Advisors
Kentucky
$8.66M -$73.4K -4,686 -0.9%
RRC
171
Relaxing Retirement Coach
Massachusetts
$8.65M -$472K -30,150 -5%
NIC
172
Northwest Investment Counselors
Oregon
$8.46M -$273K -17,430 -3%
NWS
173
Newport Wealth Strategies
California
$8.41M +$2.19M +140,046 +36%
SWA
174
SFMG Wealth Advisors
Texas
$8.29M -$356K -22,692 -4%
ACA
175
Aptus Capital Advisors
Alabama
$8.26M +$308K +19,656 +4%