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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
451
BTR Capital Management
California
$498K
RA
452
RFG Advisory
Alabama
$497K +$592K +48,732 New
BC
453
Barnett & Company
Tennessee
$496K +$332K +27,330 +129%
HA
454
Harborview Advisors
Maine
$491K -$51.9K -4,272 -8%
AMIM
455
Aull & Monroe Investment Management
Alabama
$491K +$30.8K +2,532 +6%
William Blair & Company
456
William Blair & Company
Illinois
$488K -$63.8K -5,256 -10%
Financial Engines Advisors
457
Financial Engines Advisors
California
$486K +$578K +47,622 New
SHWM
458
Silicon Hills Wealth Management
Texas
$484K +$567K +46,692 +6,826%
GRP
459
Global Retirement Partners
California
$481K +$407K +33,540 +246%
EK
460
Evensky & Katz
Florida
$480K -$7.72K -636 -1%
Janney Montgomery Scott
461
Janney Montgomery Scott
Pennsylvania
$480K +$26.2K +2,160 +5%
HWA
462
HHM Wealth Advisors
Tennessee
$478K -$3.72K -306 -0.6%
NCM
463
Novare Capital Management
North Carolina
$473K -$20K -1,650 -3%
CAM
464
Carret Asset Management
New York
$471K +$1.53K +126 +0.3%
ACM
465
Armbruster Capital Management
New York
$471K +$114K +9,414 +26%
BW
466
Bison Wealth
Georgia
$469K +$17.5K +1,440 +3%
EAM
467
Evanson Asset Management
California
$468K +$56.3K +4,632 +11%
SFSG
468
Stearns Financial Services Group
North Carolina
$463K +$481K +39,588 +692%
FIM
469
Frontier Investment Management
Texas
$462K -$44K -3,624 -7%
TL
470
TrueWealth LLC
Georgia
$455K +$2.62K +216 +0.5%
BMM
471
Berkshire Money Management
Massachusetts
$455K +$78.3K +6,444 +17%
SFG
472
SevenBridge Financial Group
Pennsylvania
$450K +$26.8K +2,208 +5%
GI
473
GS Investments
Minnesota
$449K +$327K +26,922 +158%
PCA
474
Personal Capital Advisors
California
$448K +$81.6K +6,720 +15%
HPWM
475
Highland Private Wealth Management
Washington
$440K -$50.3K -4,140 -9%