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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
151
Salem Investment Counselors
North Carolina
$12M +$766K +47,253 +6%
EWM
152
Empirical Wealth Management
Washington
$11.9M -$1.1M -67,905 -8%
SFPM
153
Sensible Financial Planning & Management
Massachusetts
$11.6M -$187K -11,529 -1%
ACA
154
Aptus Capital Advisors
Alabama
$11.4M +$745K +46,005 +6%
WA
155
WBH Advisory
Maryland
$11.3M +$500K +30,852 +4%
Stifel Financial
156
Stifel Financial
Missouri
$11.3M -$13.3M -820,626 -52%
BWM
157
BCS Wealth Management
Tennessee
$11.3M -$256K -15,783 -2%
CWM
158
Castle Wealth Management
Florida
$11.3M +$12.2M +755,718 New
GWANC
159
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.2M +$9.5M +586,134 +346%
CFA
160
Cahill Financial Advisors
Minnesota
$11.1M -$318K -19,617 -3%
LBC
161
Lowe Brockenbrough & Co
Virginia
$11.1M +$54.3K +3,354 +0.5%
RWRC
162
R.W. Roge & Company
New York
$10.9M -$527K -32,532 -4%
CCA
163
Cobblestone Capital Advisors
New York
$10.8M -$257K -15,852 -2%
FWP
164
FAS Wealth Partners
Kansas
$10.7M +$222K +13,722 +2%
FCM
165
Fortis Capital Management
Washington
$10.5M -$1.69M -104,190 -13%
NCM
166
Northwest Capital Management
Oregon
$10.2M +$949K +58,539 +9%
BIA
167
Bell Investment Advisors
California
$10.1M +$11M +681,495 New
JMPWA
168
JP Morgan Private Wealth Advisors
California
$10.1M +$232K +14,313 +2%
MA
169
MCF Advisors
Kentucky
$9.96M +$2.24M +138,504 +26%
AIA
170
Arcadia Investment Advisors
Idaho
$9.95M -$3.96M -244,443 -27%
PCWA
171
Pacific Capital Wealth Advisors
California
$9.52M -$28K -1,731 -0.3%
PA
172
Planning Alternatives
Michigan
$9.45M -$314K -19,380 -3%
PCMC
173
Private Capital Management (Colorado)
Colorado
$9.42M
TLP
174
Trinity Legacy Partners
Texas
$9.39M -$21.9K -1,353 -0.2%
AI
175
Atria Investments
North Carolina
$9.12M -$8.23M -508,095 -45%