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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSAM
201
Grant Street Asset Management
Pennsylvania
$7.1M -$531K -32,739 -6%
SWM
202
Shelton Wealth Management
Texas
$7.1M +$1.06M +65,274 +16%
RJFSA
203
Raymond James Financial Services Advisors
Florida
$7.07M +$319K +19,662 +4%
LPT
204
Legacy Private Trust
Wisconsin
$7M +$1.92M +118,647 +34%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$6.89M -$782K -48,267 -9%
RFA
206
RTD Financial Advisors
Pennsylvania
$6.75M -$169K -10,428 -2%
SHJ
207
Sharkey, Howes & Javer
Colorado
$6.72M +$1.37M +84,390 +23%
PFC
208
Phocas Financial Corp
California
$6.6M +$25.1K +1,551 +0.4%
CFO
209
CVA Family Office
Colorado
$6.55M -$354K -21,837 -5%
MWM
210
MinichMacGregor Wealth Management
New York
$6.38M +$535K +33,042 +8%
CAN
211
Cetera Advisor Networks
California
$6.37M -$725K -44,766 -9%
TIM
212
Tortoise Investment Management
New York
$6.36M +$229K +14,109 +3%
Betterment LLC
213
Betterment LLC
New York
$6.21M +$1.77M +109,134 +35%
LSAG
214
Lake Street Advisors Group
New Hampshire
$6.11M -$525K -32,370 -7%
PAG
215
Private Advisor Group
New Jersey
$6.06M +$1.3M +79,950 +24%
PWM
216
Perigon Wealth Management
California
$6.04M +$2.29M +141,270 +53%
SLT
217
St Louis Trust
Missouri
$6.03M +$995K +61,434 +18%
JFGLC
218
Johnson Financial Group LLC (Colorado)
Colorado
$5.98M +$6.51M +401,841 New
EL
219
Essex LLC
Illinois
$5.91M +$125K +7,701 +2%
BPM
220
Bowling Portfolio Management
Ohio
$5.82M +$107K +6,633 +2%
CPIG
221
Chicago Partners Investment Group
Illinois
$5.8M +$804K +49,629 +16%
GC
222
Grimes & Company
Massachusetts
$5.8M +$288K +17,757 +5%
PIMG
223
Patriot Investment Management Group
Tennessee
$5.79M +$22.2K +1,371 +0.4%
HCM
224
Hengehold Capital Management
Ohio
$5.76M +$43.9K +2,709 +0.7%
BCM
225
Barden Capital Management
Texas
$5.65M +$654K +40,332 +12%