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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
151
Black Diamond Financial
Maryland
$14.6M -$20.9K -1,329 -0.1%
AG
152
Appleton Group
Wisconsin
$14.6M -$623K -39,561 -4%
CPIG
153
Chicago Partners Investment Group
Illinois
$14.4M +$2.12M +134,895 +18%
IA
154
IFP Advisors
Florida
$14.4M -$17.5M -1,109,550 -63%
LIM
155
Leavell Investment Management
Alabama
$14.4M -$103K -6,531 -0.7%
CAG
156
Compass Advisory Group
New York
$14.3M +$2.74M +174,186 +24%
LBC
157
Lowe Brockenbrough & Co
Virginia
$14.3M -$174K -11,031 -1%
SIC
158
Salem Investment Counselors
North Carolina
$14.1M +$130K +8,280 +1%
SSWM
159
Sheets Smith Wealth Management
North Carolina
$13.9M -$826K -52,473 -6%
WA
160
WBH Advisory
Maryland
$13.5M +$13.2M +837,045 New
AWM
161
Abound Wealth Management
Tennessee
$13.2M +$339K +21,513 +3%
AIP
162
Almanack Investment Partners
Pennsylvania
$12.8M -$1M -63,822 -7%
BIA
163
Bell Investment Advisors
California
$12.7M +$55.2K +3,507 +0.4%
Stifel Financial
164
Stifel Financial
Missouri
$12.5M +$346K +22,011 +3%
NCM
165
Northwest Capital Management
Oregon
$12.5M +$329K +20,910 +3%
ACM
166
Alpha Capital Management
Texas
$12.2M
RCIM
167
Red Cedar Investment Management
Michigan
$12M -$9.73M -618,039 -45%
MA
168
MCF Advisors
Kentucky
$12M -$198K -12,585 -2%
CFA
169
Cahill Financial Advisors
Minnesota
$11.9M -$451K -28,647 -4%
EWM
170
Empirical Wealth Management
Washington
$11.9M +$714K +45,372 +7%
NRI
171
NFP Retirement Inc
California
$11.7M -$1.4M -89,178 -11%
LFS
172
Lutz Financial Services
Nebraska
$11.2M +$188K +11,964 +2%
CCA
173
Cobblestone Capital Advisors
New York
$11.2M -$151K -9,609 -1%
Cerity Partners
174
Cerity Partners
New York
$10.9M +$1.31M +83,310 +14%
FAG
175
Financial Advisory Group
Texas
$10.7M +$1.75M +110,925 +20%