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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
426
Summit Financial Strategies
Ohio
$565K
TL
427
TrueWealth LLC
Georgia
$560K +$1.63K +138 +0.3%
PPP
428
Private Portfolio Partners
New Jersey
$559K -$1.35M -114,396 -71%
CAM
429
Carret Asset Management
New York
$548K
NCM
430
Novare Capital Management
North Carolina
$545K +$66.5K +5,640 +14%
MCP
431
Mirador Capital Partners
California
$532K +$9.26K +786 +2%
CA
432
Corrado Advisors
New Jersey
$529K -$67.3K -5,712 -11%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$528K
CCM
434
Colorado Capital Management
Colorado
$526K -$10.9K -924 -2%
HWA
435
HHM Wealth Advisors
Tennessee
$519K +$707 +60 +0.1%
CIM
436
Contravisory Investment Management
Massachusetts
$515K +$243K +20,604 +90%
CG
437
CFO4Life Group
Texas
$514K +$512K +43,464 New
BW
438
Bison Wealth
Georgia
$508K -$1.63K -138 -0.3%
EAM
439
Evanson Asset Management
California
$506K +$212 +18 +0%
Brown Advisory
440
Brown Advisory
Maryland
$505K +$6.15K +522 +1%
SMC
441
Smith, Moore & Co
Missouri
$503K
CA
442
Cetera Advisors
Colorado
$501K +$81.5K +6,918 +19%
PCA
443
Personal Capital Advisors
California
$494K +$53.7K +4,554 +12%
Wealthfront Advisers
444
Wealthfront Advisers
California
$491K -$41.6K -3,534 -8%
SFG
445
SevenBridge Financial Group
Pennsylvania
$491K +$109K +9,240 +29%
Janney Montgomery Scott
446
Janney Montgomery Scott
Pennsylvania
$488K +$63.4K +5,376 +15%
FIM
447
Frontier Investment Management
Texas
$482K +$41.8K +3,546 +10%
NL
448
NWAM LLC
Washington
$480K +$479K +40,614 New
RCC
449
Red Cedar Capital
Nebraska
$479K +$2.12K +180 +0.4%
IAA
450
Independent Advisor Alliance
North Carolina
$477K -$375K -31,818 -45%