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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TL
401
TrueWealth LLC
Georgia
$532K +$2.6K +240 +0.5%
BAM
402
Barrett Asset Management
New York
$531K -$98.8K -9,120 -16%
AFP
403
Ausdal Financial Partners
Iowa
$531K +$2.34K +216 +0.5%
CAM
404
Carret Asset Management
New York
$529K +$6.83K +630 +1%
FIM
405
Frontier Investment Management
Texas
$529K +$78.6K +7,254 +18%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$528K +$249K +22,968 +307%
MIH
407
Madison Investment Holdings
Wisconsin
$514K
Susquehanna International Group
408
Susquehanna International Group
Pennsylvania
$501K -$4.28M -394,890 -90%
PWPS
409
Pinnacle Wealth Planning Services
Ohio
$501K +$481K +44,394 New
HWA
410
HHM Wealth Advisors
Tennessee
$494K +$65 +6 +0%
WCM
411
Weik Capital Management
Pennsylvania
$487K +$5.2K +480 +1%
CHP
412
Cable Hill Partners
Oregon
$483K +$149K +13,710 +47%
EAM
413
Evanson Asset Management
California
$482K +$195 +18 +0%
MCP
414
Mirador Capital Partners
California
$482K +$32.4K +2,988 +8%
SMC
415
Smith, Moore & Co
Missouri
$479K
CA
416
Calton & Associates
Florida
$476K -$378K -34,896 -45%
Brown Advisory
417
Brown Advisory
Maryland
$476K +$81.5K +7,524 +22%
BW
418
Bison Wealth
Georgia
$474K +$20.9K +1,926 +5%
WTC
419
WhitTier Trust Company
Nevada
$471K
PCA
420
Personal Capital Advisors
California
$470K +$73.8K +6,810 +20%
FANJ
421
Financial Architects (New Jersey)
New Jersey
$463K -$43.9K -4,056 -9%
SBA
422
Secrest Blakey & Associates
North Carolina
$457K -$111K -10,290 -20%
RCC
423
Red Cedar Capital
Nebraska
$454K +$2.47K +228 +0.6%
ACM
424
Armbruster Capital Management
New York
$451K +$975 +90 +0.2%
BMM
425
Berkshire Money Management
Massachusetts
$449K +$27.2K +2,514 +7%