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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
226
Moller Wealth Partners
$244K -$76K -8,856 -24%
BAM
227
Barrett Asset Management
New York
$239K
TRCT
228
Tower Research Capital (TRC)
New York
$236K -$2.92M -340,908 -93%
IC
229
InterOcean Capital
Illinois
$232K
RWA
230
River Wealth Advisors
Pennsylvania
$232K +$231K +26,970 New
BSW
231
Buckingham Strategic Wealth
Missouri
$224K
STMM
232
South Texas Money Management
Texas
$211K +$210K +24,504 New
Fisher Asset Management
233
Fisher Asset Management
Washington
$211K +$211K +24,576 New
BCIM
234
Bishop & Co Investment Management
Pennsylvania
$208K -$6.28K -732 -3%
BWA
235
Burt Wealth Advisors
Maryland
$208K +$13.3K +1,554 +7%
RCA
236
Rowland Carmichael Advisors
Arizona
$207K
AI
237
Atria Investments
North Carolina
$207K +$206K +24,042 New
NPPM
238
North Point Portfolio Managers
Ohio
$206K +$206K +24,000 New
PP
239
Patten & Patten
Tennessee
$205K +$204K +23,820 New
PO
240
Private Ocean
California
$204K
SPC
241
Stewart & Patten Company
California
$203K +$203K +23,616 New
TIA
242
Tiemann Investment Advisors
California
$202K +$202K +23,520 New
FANJ
243
Financial Architects (New Jersey)
New Jersey
$181K -$83.1K -9,690 -31%
RCG
244
Ruggie Capital Group
Florida
$175K -$63.9K -7,446 -27%
TCM
245
Tradewinds Capital Management
Washington
$157K +$5.56K +648 +4%
HR
246
Howe & Rusling
New York
$136K -$411K -47,970 -75%
CDIA
247
Capital Directions Investment Advisors
Georgia
$136K
GBBWRPM
248
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$131K +$99.7K +11,628 +317%
SSB
249
Sandy Spring Bank
Maryland
$107K
JIC
250
Joel Isaacson & Co
New York
$103K