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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
176
Burt Wealth Advisors
Maryland
$141K +$11K +1,356 +8%
BAM
177
Barrett Asset Management
New York
$122K
CDIA
178
Capital Directions Investment Advisors
Georgia
$121K +$55.8K +6,900 +77%
MFS
179
MSI Financial Services
Massachusetts
$108K +$2.57K +318 +2%
RPG
180
Risk Paradigm Group
Texas
$93.2K +$98.8K +12,216 New
JIC
181
Joel Isaacson & Co
New York
$92K +$97.1K +12,000 New
SSB
182
Sandy Spring Bank
Maryland
$83K
AP
183
Atwood & Palmer
Missouri
$78K +$82.3K +10,176 New
KF
184
Krilogy Financial
Missouri
$78K +$82.5K +10,200 New
WTB
185
Washington Trust Bank
Washington
$71K
PFBT
186
Parkside Financial Bank & Trust
Missouri
$65K +$69.2K +8,556 New
RFA
187
Reilly Financial Advisors
California
$53K
RWM
188
Raffa Wealth Management
District of Columbia
$49.3K +$291 +36 +0.6%
HNB
189
Huntington National Bank
Ohio
$48K
HCMT
190
Highland Capital Management (Tennessee)
Tennessee
$43K
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$42K +$29.4K +3,630 +193%
EWM
192
Edge Wealth Management
New York
$36K
AA
193
Apriem Advisors
California
$33K -$24.2K -2,988 -41%
BCM
194
Brookstone Capital Management
Illinois
$25K -$14.3K -1,770 -35%
LWM
195
LBA Wealth Management
Florida
$24K -$21.6K -2,670 -46%
CIM
196
Contravisory Investment Management
Massachusetts
$24K +$14.7K +1,818 +136%
ST
197
Smithfield Trust
Pennsylvania
$23K
CPIG
198
Chicago Partners Investment Group
Illinois
$21K +$971 +120 +4%
RBC
199
Roble Belko & Company
Pennsylvania
$19K +$20.6K +2,544 New
US Bancorp
200
US Bancorp
Minnesota
$18K -$27.3K -3,372 -58%