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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
176
Starfire Investment Advisers
Michigan
$875K +$61.9K +7,122 +8%
PCM
177
Pointe Capital Management
Michigan
$875K +$856K +98,610 New
Millennium Management
178
Millennium Management
New York
$833K -$1.01M -116,772 -55%
IAS
179
IMA Advisory Services
Colorado
$832K +$814K +93,714 New
PFA
180
Pinnacle Family Advisors
Missouri
$806K +$789K +90,882 New
HCM
181
Hollencrest Capital Management
California
$804K +$126K +14,562 +19%
ACM
182
Avalon Capital Management
California
$800K
NL
183
NWAM LLC
Washington
$800K +$783K +90,174 New
HIC
184
Holderness Investments Company
North Carolina
$784K +$268K +30,846 +54%
SSWM
185
Sheets Smith Wealth Management
North Carolina
$781K -$48.9K -5,634 -6%
WOC
186
West Oak Capital
California
$770K +$32.5K +3,738 +5%
IFS
187
Ifrah Financial Services
Arkansas
$760K +$31.3K +3,600 +4%
BWP
188
BSW Wealth Partners
Colorado
$718K +$667K +76,770 +1,884%
BCM
189
BTR Capital Management
California
$715K
TSWM
190
Triangle Securities Wealth Management
North Carolina
$690K +$87K +10,020 +15%
PFM
191
Phillips Financial Management
Indiana
$678K +$60.4K +6,954 +10%
CCM
192
Coldstream Capital Management
Washington
$669K +$222K +25,608 +51%
CCMW
193
Cypress Capital Management (Wyoming)
Wyoming
$666K +$646K +74,400 New
SIG
194
Stanford Investment Group
California
$662K +$32.7K +3,762 +5%
EWA
195
EP Wealth Advisors
California
$656K +$168K +19,392 +34%
SWP
196
Stratos Wealth Partners
Ohio
$650K +$53.7K +6,180 +9%
SAM
197
Summit Asset Management
Tennessee
$647K +$28.9K +3,330 +5%
SWM
198
SigFig Wealth Management
California
$628K +$609K +70,152 New
TCT
199
TIAA CREF Trust
Missouri
$608K -$50.1K -5,772 -8%
WP
200
WealthSource Partners
California
$608K +$595K +68,478 New