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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
176
Empirical Wealth Management
Washington
$10.4M -$971K -64,143 -8%
LFS
177
Lutz Financial Services
Nebraska
$10.3M +$2.25M +148,635 +28%
AIA
178
Arcadia Investment Advisors
Idaho
$10.1M -$756K -49,953 -7%
FNC
179
First National Corp
Massachusetts
$9.75M +$878K +57,972 +10%
BSW
180
Buckingham Strategic Wealth
Missouri
$9.64M +$747K +49,374 +8%
CHA
181
Cooper/Haims Advisors
New York
$9.33M +$572K +37,788 +6%
DP
182
Denver PWM
Colorado
$9.27M +$1.26M +83,337 +16%
NL
183
NEPC LLC
Massachusetts
$9.2M
MF
184
Montis Financial
Massachusetts
$9.09M +$9.15M +604,167 New
SP
185
SWS Partners
Ohio
$9.08M +$524K +34,602 +6%
FPCG
186
Fort Pitt Capital Group
Pennsylvania
$9.07M +$8.02M +529,944 +729%
PMG
187
ProVise Management Group
Florida
$9.05M +$291K +19,221 +3%
OCM
188
One Capital Management
California
$9.04M -$3.53M -232,977 -28%
Cerity Partners
189
Cerity Partners
New York
$8.93M +$4.26M +281,376 +90%
TLP
190
Trinity Legacy Partners
Texas
$8.72M -$209K -13,809 -2%
PA
191
Planning Alternatives
Michigan
$8.69M -$703K -46,422 -7%
PCMC
192
Private Capital Management (Colorado)
Colorado
$8.55M -$787K -51,978 -8%
FAG
193
Financial Advisory Group
Texas
$8.36M +$4.34M +286,815 +107%
NA
194
Nottingham Advisors
New York
$8.28M -$313K -20,676 -4%
NSAM
195
North Star Asset Management
Wisconsin
$8.24M +$185K +12,213 +2%
MHR
196
Matthew Hamilton Rosenberg
$8.15M -$470K -31,062 -5%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$8.11M +$7.52M +496,563 +1,175%
CFG
198
Carr Financial Group
Massachusetts
$7.94M +$7.98M +527,445 New
US Bancorp
199
US Bancorp
Minnesota
$7.93M +$2.91M +192,261 +57%
OIA
200
OneDigital Investment Advisors
Kansas
$7.91M +$370K +24,441 +5%