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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
201
Strategic Family Wealth Counselors
New Jersey
$8.5M +$1.11K +60 +0%
5L
202
55I LLC
Massachusetts
$8.48M +$1.08M +58,314 +15%
CFO
203
CVA Family Office
Colorado
$8.4M -$335K -18,144 -4%
SWM
204
Shelton Wealth Management
Texas
$8.08M +$7.87M +426,084 New
LF
205
Lee Financial
Texas
$7.96M -$6.98K -378 -0.1%
SHJ
206
Sharkey, Howes & Javer
Colorado
$7.92M -$909K -49,230 -11%
HWA
207
Heritage Way Advisors
Illinois
$7.92M -$250K -13,554 -3%
CWA
208
Cornerstone Wealth Advisors
Minnesota
$7.89M -$807K -43,710 -10%
BSW
209
Buckingham Strategic Wealth
Missouri
$7.88M +$151K +8,166 +2%
ECM
210
Exchange Capital Management
Michigan
$7.84M -$375K -20,298 -5%
BPM
211
Bowling Portfolio Management
Ohio
$7.83M +$58.7K +3,180 +0.8%
AWM
212
AE Wealth Management
Kansas
$7.74M +$1.57M +85,140 +26%
HCM
213
Hengehold Capital Management
Ohio
$7.64M -$204K -11,034 -3%
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$7.54M
MWM
215
MinichMacGregor Wealth Management
New York
$7.49M -$97.4K -5,274 -1%
TIM
216
Tortoise Investment Management
New York
$7.47M +$454K +24,552 +7%
AWM
217
Axxcess Wealth Management
California
$7.41M +$7.22M +390,606 New
SAF
218
Smith Anglin Financial
Texas
$7.37M -$363K -19,644 -5%
EW
219
Element Wealth
Mississippi
$7.37M +$2.8M +151,440 +64%
KM
220
Kalos Management
Georgia
$7.31M +$140K +7,596 +2%
BIA
221
Bigelow Investment Advisors
Maine
$7.13M -$27.2K -1,470 -0.4%
HG
222
Harbor Group
New Hampshire
$7.1M -$108K -5,844 -2%
PIMG
223
Patriot Investment Management Group
Tennessee
$7.1M +$59.7K +3,234 +0.9%
BAMG
224
Brand Asset Management Group
Missouri
$7.08M -$51.1K -2,766 -0.7%
OPWM
225
Oakwell Private Wealth Management
Texas
$7.07M -$22.3K -1,206 -0.3%