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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Abound Wealth Management
Tennessee
$14.9M -$68K -3,873 -0.5%
ACM
177
Alpha Capital Management
Texas
$14.9M +$138K +7,839 +1%
TLP
178
Trinity Legacy Partners
Texas
$14.6M +$5.19M +295,410 +61%
BWM
179
BCS Wealth Management
Tennessee
$14.6M -$412K -23,457 -3%
BSW
180
Buckingham Strategic Wealth
Missouri
$14.2M -$850K -48,417 -6%
Osaic Holdings
181
Osaic Holdings
Arizona
$14M -$4.36M -248,442 -25%
SHA
182
Seneca House Advisors
Virginia
$13.9M +$1.11M +63,108 +9%
LIM
183
Leavell Investment Management
Alabama
$13.8M -$140K -7,956 -1%
UAG
184
United Advisor Group
Ohio
$13.7M +$8.54M +486,522 New
WCM
185
Winthrop Capital Management
Indiana
$13.4M +$12.6M +714,960 New
PWM
186
Prosperity Wealth Management
California
$13.4M -$729K -41,532 -6%
MA
187
MCF Advisors
Kentucky
$13.4M -$403K -22,971 -3%
AIP
188
Almanack Investment Partners
Pennsylvania
$13.3M +$858K +48,843 +7%
DP
189
Denver PWM
Colorado
$13.1M +$10.4M +592,695 +100%
Fidelity Investments
190
Fidelity Investments
Massachusetts
$12.9M +$413K +23,517 +4%
FNC
191
First National Corp
Massachusetts
$12.9M +$247K +14,043 +2%
CAG
192
Csenge Advisory Group
Florida
$12.7M +$1.47M +83,958 +14%
EWM
193
Empirical Wealth Management
Washington
$12.7M -$1.25M -70,962 -9%
EL
194
Essex LLC
Illinois
$12.5M +$1.55M +88,281 +15%
LFS
195
Lutz Financial Services
Nebraska
$12.1M +$669K +38,121 +6%
CFA
196
Cahill Financial Advisors
Minnesota
$11.9M -$370K -21,087 -3%
CCA
197
Cobblestone Capital Advisors
New York
$11.9M -$152K -8,634 -1%
MBI
198
May Barnhard Investments
Maryland
$11.8M +$11M +626,523 New
VFPW
199
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.6M +$134K +7,635 +1%
AIA
200
Arcadia Investment Advisors
Idaho
$11.6M -$224K -12,771 -2%