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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Anchor Investment Management
South Carolina
$1.56M +$412K +37,842 +34%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$1.53M +$54.3K +4,992 +4%
AG
203
Advisor Group
Arizona
$1.5M +$96.9K +8,910 +7%
TSWM
204
Triangle Securities Wealth Management
North Carolina
$1.48M +$339K +31,200 +28%
MAS
205
Madden Advisory Services
Florida
$1.48M -$131 -12 -0%
SWM
206
SeaCrest Wealth Management
New York
$1.46M +$13.8K +1,266 +0.9%
MGIA
207
Moneta Group Investment Advisors
Missouri
$1.45M +$156K +14,370 +12%
PFM
208
Peak Financial Management
Massachusetts
$1.43M -$4.5K -414 -0.3%
FA
209
FDx Advisors
Illinois
$1.42M -$170K -15,600 -10%
BFM
210
Broadview Financial Management
Wisconsin
$1.41M +$25.5K +2,340 +2%
AI
211
Atria Investments
North Carolina
$1.4M -$62.6K -5,754 -4%
DIA
212
Denver Investment Advisors
Colorado
$1.4M +$12.1K +1,110 +0.8%
EVC
213
Eidelman Virant Capital
Missouri
$1.4M -$61K -5,610 -4%
PMG
214
ProVise Management Group
Florida
$1.4M +$1.2M +110,322 +485%
Bank of New York Mellon
215
Bank of New York Mellon
New York
$1.39M +$187K +17,160 +15%
KWM
216
Kingsview Wealth Management
Oregon
$1.37M +$187K +17,160 +15%
BTS
217
BB&T Securities
Virginia
$1.37M +$202K +18,588 +17%
OFG
218
Oxford Financial Group
Indiana
$1.33M +$403K +37,038 +41%
CA
219
Capital Advantage
California
$1.32M +$141K +12,960 +12%
VCM
220
Vivaldi Capital Management
Illinois
$1.32M +$210K +19,308 +18%
SFG
221
SNS Financial Group
Minnesota
$1.29M +$195K +17,892 +17%
Millennium Management
222
Millennium Management
New York
$1.28M -$1.61M -147,840 -55%
AMG
223
Asset Management Group
Connecticut
$1.26M +$75.2K +6,918 +6%
HCM
224
Hollencrest Capital Management
California
$1.25M +$26.1K +2,400 +2%
SIA
225
Starfire Investment Advisers
Michigan
$1.24M +$1.29M +118,404 New