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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
151
Wall Capital Group
Arizona
$11M -$572K -36,465 -4%
Stifel Financial
152
Stifel Financial
Missouri
$11M +$352K +22,458 +3%
CFA
153
Cahill Financial Advisors
Minnesota
$10.9M +$494K +31,509 +4%
SFPM
154
Sensible Financial Planning & Management
Massachusetts
$10.8M -$226K -14,382 -2%
BWM
155
BCS Wealth Management
Tennessee
$10.8M +$89.9K +5,727 +0.8%
BIA
156
Bell Investment Advisors
California
$10.7M +$1.23M +78,633 +12%
EWM
157
Empirical Wealth Management
Washington
$10.7M -$736K -46,920 -6%
FWP
158
FAS Wealth Partners
Kansas
$10.5M +$376K +23,934 +3%
NCM
159
Northwest Capital Management
Oregon
$10.4M +$874K +55,731 +8%
JMPWA
160
JP Morgan Private Wealth Advisors
California
$10.4M +$880K +56,070 +8%
CWM
161
Castle Wealth Management
Florida
$10.3M -$361K -22,977 -3%
WA
162
WBH Advisory
Maryland
$10.3M -$246K -15,654 -2%
LBC
163
Lowe Brockenbrough & Co
Virginia
$10.2M -$323K -20,610 -3%
AIA
164
Arcadia Investment Advisors
Idaho
$10.2M +$842K +53,634 +8%
CCA
165
Cobblestone Capital Advisors
New York
$10.1M -$98.1K -6,255 -0.9%
RWRC
166
R.W. Roge & Company
New York
$10.1M -$278K -17,736 -2%
MA
167
MCF Advisors
Kentucky
$9.38M -$71.7K -4,569 -0.7%
PA
168
Planning Alternatives
Michigan
$8.81M -$167K -10,629 -2%
PCMC
169
Private Capital Management (Colorado)
Colorado
$8.75M +$1.49M +95,130 +18%
SA
170
Shilanski & Associates
Alaska
$8.75M +$9.72M +619,788 New
NL
171
NEPC LLC
Massachusetts
$8.63M
TLP
172
Trinity Legacy Partners
Texas
$8.38M -$407K -25,911 -4%
BSW
173
Buckingham Strategic Wealth
Missouri
$8.35M +$291K +18,567 +3%
FNC
174
First National Corp
Massachusetts
$8.33M +$174K +11,118 +2%
SVWAG
175
Sound View Wealth Advisors Group
Georgia
$8.25M +$254K +16,206 +3%