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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SeaCrest Wealth Management
New York
$1.46M +$1.42M +137,118 New
PFM
202
Peak Financial Management
Massachusetts
$1.45M +$47.4K +4,572 +3%
AG
203
Advisor Group
Arizona
$1.43M -$387K -37,368 -22%
CA
204
Corrado Advisors
New Jersey
$1.42M -$113K -10,950 -8%
PPA
205
Parametric Portfolio Associates
Washington
$1.42M +$1.38M +133,068 New
WCM
206
Wealthcare Capital Management
Virginia
$1.41M
DIA
207
Denver Investment Advisors
Colorado
$1.4M -$57.5K -5,550 -4%
CIM
208
Contravisory Investment Management
Massachusetts
$1.4M +$1.35M +130,182 +10,092%
BFM
209
Broadview Financial Management
Wisconsin
$1.4M +$1.36M +131,340 New
CAN
210
Cetera Advisor Networks
California
$1.39M -$2.11K -204 -0.2%
NWS
211
Newport Wealth Strategies
California
$1.34M +$1.23M +119,184 New
MFT
212
Moisand Fitzgerald Tamayo
Florida
$1.32M -$149K -14,388 -10%
MA
213
MUFG Americas
New York
$1.32M +$235K +22,680 +22%
MGIA
214
Moneta Group Investment Advisors
Missouri
$1.32M +$366K +35,376 +40%
SSWM
215
Sheets Smith Wealth Management
North Carolina
$1.28M +$355K +34,302 +40%
HCM
216
Hollencrest Capital Management
California
$1.24M
Bank of New York Mellon
217
Bank of New York Mellon
New York
$1.23M -$559 -54 -0%
APG
218
Abacus Planning Group
South Carolina
$1.23M +$1.2M +115,404 New
TCM
219
Tradewinds Capital Management
Washington
$1.22M +$851K +82,176 +250%
KWM
220
Kingsview Wealth Management
Oregon
$1.21M +$48.9K +4,716 +4%
AMG
221
Asset Management Group
Connecticut
$1.2M +$85.8K +8,286 +8%
CA
222
Capital Advantage
California
$1.2M -$221K -21,300 -16%
PA
223
Pinnacle Associates
New York
$1.2M -$56.2K -5,430 -5%
BTS
224
BB&T Securities
Virginia
$1.19M -$214K -20,664 -16%
TF
225
TIAA FSB
Florida
$1.18M +$152K +14,706 +15%