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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
201
F.L. Putnam Investment Management
Massachusetts
$3.76M -$10.7M -935,736 -74%
IF
202
Ironwood Financial
Arizona
$3.6M +$233K +20,322 +7%
BIA
203
Bigelow Investment Advisors
Maine
$3.59M -$151K -13,140 -4%
RJFSA
204
Raymond James Financial Services Advisors
Florida
$3.58M -$23M -2,004,234 -87%
PWMG
205
Prestige Wealth Management Group
New Jersey
$3.57M +$224K +19,518 +7%
Bank of New York Mellon
206
Bank of New York Mellon
New York
$3.55M +$1.62M +140,652 +86%
CWM
207
Circle Wealth Management
New Jersey
$3.52M
AA
208
Apriem Advisors
California
$3.51M -$72.5M -6,309,282 -95%
IC
209
InterOcean Capital
Illinois
$3.46M +$1.1M +95,358 +48%
TIM
210
Tortoise Investment Management
New York
$3.46M -$51K -4,440 -1%
FC
211
Forte Capital
New York
$3.45M +$199K +17,340 +6%
BC
212
Barnett & Company
Tennessee
$3.44M -$494K -43,050 -13%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$3.42M -$208K -18,108 -6%
PFM
214
Peak Financial Management
Massachusetts
$3.24M -$29.4K -2,556 -0.9%
TA
215
Tiedemann Advisors
New York
$3.2M -$645K -56,178 -17%
JIP
216
JBJ Investment Partners
South Carolina
$3.17M -$1.03M -89,904 -25%
MCM
217
Mitchell Capital Management
Kansas
$3.15M -$51.6K -4,488 -2%
SSWM
218
Sheets Smith Wealth Management
North Carolina
$3.12M +$311K +27,096 +11%
LFA
219
Landmark Financial Advisors
Kentucky
$3.06M +$86.3K +7,512 +3%
MWM
220
Mission Wealth Management
California
$3.05M +$284K +24,726 +10%
TFS
221
TrustCore Financial Services
Tennessee
$3.04M +$299K +26,064 +11%
KFC
222
Klingenstein Fields & Co
New York
$3.01M +$128K +11,130 +5%
CCM
223
Carlson Capital Management
Minnesota
$2.89M -$27.6K -2,400 -1%
VCAM
224
Van Cleef Asset Management
Ohio
$2.89M +$230K +19,980 +9%
GI
225
Gradient Investments
Minnesota
$2.89M +$1.01M +87,570 +55%