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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
176
Integrated Wealth Management (Palm Desert)
California
$302K +$55K +6,744 +22%
LNWWM
177
Laird Norton Wetherby Wealth Management
California
$298K
MIH
178
Madison Investment Holdings
Wisconsin
$282K +$284K +34,884 New
AWMF
179
Arbor Wealth Management (Florida)
Florida
$281K +$351K +43,014 New
GAM
180
Garrison Asset Management
Arkansas
$279K +$281K +34,428 New
AWMG
181
Alliance Wealth Management Group
New Jersey
$279K +$281K +34,476 New
SWM
182
Stockman Wealth Management
Montana
$278K -$32.5K -3,990 -10%
LFA
183
Landmark Financial Advisors
Kentucky
$271K +$273K +33,540 New
ECM
184
Ensemble Capital Management
California
$268K -$408K -50,046 -60%
PCA
185
Personal Capital Advisors
California
$267K -$105K -12,900 -28%
AMM
186
American Money Management
California
$266K +$2.79K +342 +1%
AIM
187
Aspen Investment Management
Michigan
$258K -$4.89K -600 -2%
PO
188
Private Ocean
California
$256K
IA
189
IFP Advisors
Florida
$252K +$254K +31,128 New
HIC
190
Hartline Investment Corp
Illinois
$250K
ACM
191
Argentus Capital Management
Texas
$242K -$16K -1,962 -6%
ACM
192
Armbruster Capital Management
New York
$242K +$244K +29,910 New
AMG
193
Asset Management Group
Connecticut
$241K +$242K +29,742 New
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$240K
FANJ
195
Financial Architects (New Jersey)
New Jersey
$235K -$53.4K -6,552 -18%
IC
196
InterOcean Capital
Illinois
$235K -$2.45K -300 -1%
BJL
197
Brighton Jones LLC
Washington
$233K +$1.22K +150 +0.5%
HB
198
Homrich & Berg
Georgia
$233K +$234K +28,728 New
CA
199
Cetera Advisors
Colorado
$228K +$230K +28,152 New
Baird Financial Group
200
Baird Financial Group
Wisconsin
$225K +$227K +27,786 New