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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
201
Leisure Capital Management
California
$9.25M -$182K -11,043 -2%
TLP
202
Trinity Legacy Partners
Texas
$9.21M -$928K -56,235 -10%
EL
203
Essex LLC
Illinois
$9.1M +$1.48M +89,523 +21%
NA
204
Nottingham Advisors
New York
$9.09M +$529K +32,049 +7%
TIM
205
Tortoise Investment Management
New York
$9.01M +$170K +10,287 +2%
ACG
206
Allen Capital Group
Nebraska
$9M -$36K -2,178 -0.4%
CHA
207
Cooper/Haims Advisors
New York
$8.89M -$353K -21,408 -4%
AIM
208
AMI Investment Management
Indiana
$8.74M -$167K -10,140 -2%
CWM
209
Castle Wealth Management
Florida
$8.62M -$239K -14,502 -3%
US Bancorp
210
US Bancorp
Minnesota
$8.59M -$145K -8,808 -2%
PMG
211
ProVise Management Group
Florida
$8.58M -$650K -39,381 -7%
MFA
212
Morling Financial Advisors
California
$8.56M -$60.7K -3,675 -0.7%
RRC
213
Relaxing Retirement Coach
Massachusetts
$8.54M -$63K -3,813 -0.8%
GCM
214
G2 Capital Management
Ohio
$8.4M -$282K -17,076 -3%
IWMA
215
Ironwood Wealth Management (Arizona)
Arizona
$8.36M +$31.9K +1,935 +0.4%
OIA
216
OneDigital Investment Advisors
Kansas
$8.28M -$549K -33,273 -7%
NSAM
217
North Star Asset Management
Wisconsin
$8.27M -$674K -40,818 -8%
LPAM
218
Lodestar Private Asset Management
California
$8.26M -$64.4K -3,903 -0.8%
PWM
219
Perigon Wealth Management
California
$8.05M +$1.01M +60,915 +15%
IRC
220
Investors Research Corp
Georgia
$7.99M +$299K +18,138 +4%
PAG
221
Private Advisor Group
New Jersey
$7.96M +$2.3M +139,164 +45%
CBFP
222
Cedar Brook Financial Partners
Ohio
$7.95M +$1.49K +90 +0%
NIC
223
Northwest Investment Counselors
Oregon
$7.92M -$498K -30,150 -6%
Betterment LLC
224
Betterment LLC
New York
$7.91M +$566K +34,257 +8%
Toronto Dominion Bank
225
Toronto Dominion Bank
Ontario, Canada
$7.85M