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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMF
201
Arbor Wealth Management (Florida)
Florida
$343K
SFG
202
StrategIQ Financial Group
Indiana
$343K +$86.5K +10,080 +34%
PP
203
Palladium Partners
Virginia
$343K +$342K +39,870 New
SHJ
204
Sharkey, Howes & Javer
Colorado
$341K
PSUF
205
People's United Financial
Connecticut
$340K +$134K +15,570 +65%
GA
206
Geneva Advisors
Illinois
$339K +$15.5K +1,806 +5%
LRPA
207
L. Roy Papp & Associates
Arizona
$332K +$92.3K +10,758 +39%
WI
208
Wedgewood Investors
Pennsylvania
$331K
ACM
209
Armbruster Capital Management
New York
$330K +$69.5K +8,100 +27%
LNWWM
210
Laird Norton Wetherby Wealth Management
California
$317K
TCM
211
Twele Capital Management
Minnesota
$316K +$9.06K +1,056 +3%
IH
212
IFC Holdings
Florida
$314K +$10.9K +1,266 +4%
GAM
213
Garrison Asset Management
Arkansas
$306K +$51 +6 +0%
CG
214
Cutler Group
California
$299K -$10.3K -1,200 -3%
EHPM
215
Emery Howard Portfolio Management
California
$297K +$15.9K +1,854 +6%
PCA
216
Personal Capital Advisors
California
$292K -$8.64K -1,008 -3%
CG
217
Colony Group
Massachusetts
$283K
SDWMA
218
Schneider Downs Wealth Management Advisors
Pennsylvania
$281K +$30.6K +3,564 +12%
MGIA
219
Moneta Group Investment Advisors
Missouri
$274K +$39.5K +4,602 +17%
CWM
220
Concert Wealth Management
California
$272K +$278K +32,394 New
HIC
221
Hartline Investment Corp
Illinois
$266K
VF
222
Virtu Financial
New York
$266K +$265K +30,888 New
AIM
223
Aspen Investment Management
Michigan
$255K +$4.63K +540 +2%
BJL
224
Brighton Jones LLC
Washington
$251K +$875 +102 +0.4%
CG
225
Caprock Group
Idaho
$251K