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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
201
DeGreen Capital Management
Arizona
$4.8M -$242K -18,222 -5%
BAMG
202
Brand Asset Management Group
Missouri
$4.8M -$144K -10,866 -3%
PMG
203
ProVise Management Group
Florida
$4.8M +$27.5K +2,070 +0.6%
BIA
204
Bigelow Investment Advisors
Maine
$4.8M -$302K -22,734 -6%
HFS
205
Hantz Financial Services
Michigan
$4.78M -$259K -19,506 -5%
TSWM
206
Triangle Securities Wealth Management
North Carolina
$4.76M +$474K +35,688 +11%
MMA
207
Miracle Mile Advisors
California
$4.74M +$2.35M +176,808 +101%
CFA
208
Carroll Financial Associates
North Carolina
$4.72M +$155K +11,658 +3%
SEEDPG
209
S.E.E.D. Planning Group
New York
$4.58M -$532K -40,062 -11%
CMBA
210
C.M. Bidwell & Associates
Hawaii
$4.55M -$157K -11,802 -3%
PWM
211
Perigon Wealth Management
California
$4.55M -$372K -28,002 -8%
MA
212
MUFG Americas
New York
$4.46M +$77.6K +5,838 +2%
TIM
213
Tortoise Investment Management
New York
$4.44M -$465K -34,998 -10%
DSA
214
Droms Strauss Advisors
Missouri
$4.42M +$220K +16,584 +5%
GCA
215
Gradient Capital Advisors
California
$4.39M -$831K -62,514 -16%
Fidelity Investments
216
Fidelity Investments
Massachusetts
$4.27M +$336K +25,278 +9%
LPT
217
Legacy Private Trust
Wisconsin
$4.27M -$39.5K -2,970 -0.9%
FA
218
Financial Advisors
Massachusetts
$4.26M +$340K +25,590 +9%
BC
219
Bartlett & Co
Ohio
$4.25M +$67.8K +5,100 +2%
BCWM
220
Bartlett & Co Wealth Management
Ohio
$4.25M +$67.8K +5,100 +2%
SWM
221
Stockman Wealth Management
Montana
$4.22M +$96.2K +7,242 +2%
FAAS
222
First Allied Advisory Services
California
$4.22M -$968K -72,888 -19%
KM
223
Kalos Management
Georgia
$4.21M +$2.58M +194,178 +193%
KF
224
Krilogy Financial
Missouri
$4.17M -$133K -9,990 -3%
FAIM
225
Financial Advocates Investment Management
Washington
$4.15M -$611K -46,002 -13%