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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
201
Tortoise Investment Management
New York
$3.08M +$1.32M +122,748 +66%
IA
202
IFP Advisors
Florida
$3.01M -$1.51M -140,928 -32%
WF
203
WealthTrust Fairport
Ohio
$2.95M +$97.9K +9,126 +3%
EWM
204
Elmwood Wealth Management
California
$2.94M +$214K +19,944 +7%
SDWMA
205
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.89M +$1.06M +98,622 +51%
GI
206
Gradient Investments
Minnesota
$2.89M +$137K +12,792 +5%
AF
207
Advisornet Financial
Minnesota
$2.83M +$30.1K +2,808 +1%
NWS
208
Newport Wealth Strategies
California
$2.82M +$2.33M +217,500 +373%
IF
209
Ironwood Financial
Arizona
$2.79M +$688K +64,146 +30%
SS
210
Simplicity Solutions
Minnesota
$2.78M +$3M +279,642 New
Fidelity Investments
211
Fidelity Investments
Massachusetts
$2.77M -$472K -43,944 -14%
CWM
212
Circle Wealth Management
New Jersey
$2.77M -$266K -24,762 -8%
AWM
213
AE Wealth Management
Kansas
$2.75M +$653K +60,810 +28%
PFM
214
Peak Financial Management
Massachusetts
$2.75M +$435K +40,506 +17%
PWMG
215
Prestige Wealth Management Group
New Jersey
$2.72M +$2.94M +273,786 New
JP Morgan Chase
216
JP Morgan Chase
New York
$2.72M +$2.82M +262,482 +2,376%
FC
217
Forte Capital
New York
$2.69M +$42.7K +3,978 +1%
VWA
218
VERITY Wealth Advisors
United States
$2.69M +$2.9M +270,438 New
ECM
219
ETrade Capital Management
Virginia
$2.63M -$644 -60 -0%
CWS
220
Cypress Wealth Services
California
$2.6M +$1.49M +139,098 +114%
CCM
221
Carlson Capital Management
Minnesota
$2.6M +$502K +46,794 +22%
MAS
222
Madden Advisory Services
Florida
$2.52M +$939K +87,534 +53%
LCC
223
Lincoln Capital Corp
Rhode Island
$2.48M -$5.07M -472,344 -65%
MGIA
224
Moneta Group Investment Advisors
Missouri
$2.48M -$947K -88,212 -26%
PC
225
Palo Capital
California
$2.46M +$1.05M +97,974 +66%