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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
201
Raymond James & Associates
Florida
$2.23M -$152K -13,386 -7%
SDWMA
202
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.23M +$146K +12,840 +7%
MCM
203
Mengis Capital Management
Oregon
$2.19M +$63.8K +5,616 +3%
CA
204
Clearstead Advisors
Ohio
$2.17M +$202K +17,784 +10%
TIM
205
Tortoise Investment Management
New York
$2.17M +$84.2K +7,404 +4%
VR
206
Viridian RIA
Washington
$2.07M +$141K +12,438 +7%
Bank of New York Mellon
207
Bank of New York Mellon
New York
$2.06M +$415K +36,486 +26%
GC
208
Garde Capital
Washington
$2.04M +$792K +69,636 +59%
VDFA
209
Vickerman & Driscoll Financial Advisors
Washington
$2.01M -$184K -16,206 -9%
CCA
210
Clearwater Capital Advisors
Illinois
$1.97M +$1.54M +135,810 +401%
MCM
211
Mainstay Capital Management
Michigan
$1.95M +$1.91M +167,754 +49,927%
CMBA
212
C.M. Bidwell & Associates
Hawaii
$1.94M -$530K -46,608 -22%
MAS
213
Madden Advisory Services
Florida
$1.92M +$341 +30 +0%
WG
214
Welch Group
Alabama
$1.88M +$1.49M +130,884 +423%
SWM
215
Stockman Wealth Management
Montana
$1.87M -$33.4K -2,934 -2%
GC
216
Grimes & Company
Massachusetts
$1.87M +$21.6K +1,896 +1%
CFA
217
Cahill Financial Advisors
Minnesota
$1.84M -$5.87K -516 -0.3%
SIC
218
Sigma Investment Counselors
Michigan
$1.84M +$6.07K +534 +0.3%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$1.76M -$9.89K -870 -0.6%
AG
220
Advisor Group
Arizona
$1.76M +$221K +19,410 +15%
JWA
221
JFS Wealth Advisors
Pennsylvania
$1.74M +$140K +12,318 +9%
PC
222
Palo Capital
California
$1.73M -$107K -9,438 -6%
BFM
223
Broadview Financial Management
Wisconsin
$1.73M +$157K +13,776 +10%
SWM
224
SeaCrest Wealth Management
New York
$1.72M +$171K +15,036 +11%
DSC
225
Duncker Streett & Co
Missouri
$1.71M +$935K +82,248 +126%