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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
176
Mission Wealth Management
California
$351K
MFS
177
MSI Financial Services
Massachusetts
$347K -$24K -3,114 -7%
Stifel Financial
178
Stifel Financial
Missouri
$333K +$114K +14,754 +56%
SMC
179
Smith, Moore & Co
Missouri
$327K
SHJ
180
Sharkey, Howes & Javer
Colorado
$326K -$656K -84,984 -68%
GIA
181
GHP Investment Advisors
Colorado
$325K -$13.7K -1,776 -4%
WA
182
WBH Advisory
Maryland
$318K +$10.5K +1,362 +4%
AWMF
183
Arbor Wealth Management (Florida)
Florida
$315K +$1.25K +162 +0.4%
VWM
184
Vector Wealth Management
Minnesota
$309K +$293K +37,950 New
HFS
185
HL Financial Services
Kentucky
$307K
BJL
186
Brighton Jones LLC
Washington
$305K +$66.8K +8,652 +30%
LNWWM
187
Laird Norton Wetherby Wealth Management
California
$300K
KF
188
Krilogy Financial
Missouri
$299K +$284K +36,732 New
GAM
189
Garrison Asset Management
Arkansas
$296K +$15.4K +1,992 +6%
CG
190
Cutler Group
California
$295K +$273K +35,364 +3,551%
US Bancorp
191
US Bancorp
Minnesota
$287K +$254K +32,868 +1,370%
PCA
192
Personal Capital Advisors
California
$268K -$509 -66 -0.2%
FM
193
Foster & Motley
Ohio
$266K +$252K +32,676 New
AIM
194
Aspen Investment Management
Michigan
$264K +$4.17K +540 +2%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$262K -$354K -45,864 -59%
FANJ
196
Financial Architects (New Jersey)
New Jersey
$257K +$19.7K +2,550 +9%
PO
197
Private Ocean
California
$254K
HIC
198
Hartline Investment Corp
Illinois
$251K
ACM
199
Armbruster Capital Management
New York
$248K +$3.94K +510 +2%
PAM
200
Premier Asset Management
Illinois
$246K +$28.5K +3,690 +14%