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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
476
Evensky & Katz
Florida
$609K -$2.38M -194,058 -80%
HPWM
477
Highland Private Wealth Management
Washington
$605K -$16.2K -1,320 -3%
HWA
478
HHM Wealth Advisors
Tennessee
$603K +$39.1K +3,192 +7%
MCP
479
Mirador Capital Partners
California
$601K +$23.1K +1,884 +4%
CAM
480
Carret Asset Management
New York
$589K -$4.78K -390 -0.8%
SG
481
Somerset Group
Minnesota
$585K -$198K -16,188 -26%
AMIM
482
Aull & Monroe Investment Management
Alabama
$583K +$110K +9,000 +25%
GGI
483
Godsey & Gibb Inc
Virginia
$578K -$180K -14,688 -25%
PCA
484
Personal Capital Advisors
California
$578K +$40.2K +3,276 +8%
Janney Montgomery Scott
485
Janney Montgomery Scott
Pennsylvania
$574K +$44.3K +3,612 +9%
BW
486
Bison Wealth
Georgia
$570K +$19.4K +1,584 +4%
TL
487
TrueWealth LLC
Georgia
$568K -$36.4K -2,970 -6%
CIM
488
Contravisory Investment Management
Massachusetts
$560K +$1.99K +162 +0.4%
RA
489
Rational Advisors
New York
$553K +$39.9K +3,252 +8%
CCM
490
Colorado Capital Management
Colorado
$551K -$18.2K -1,482 -3%
CA
491
Corrado Advisors
New Jersey
$545K -$25.9K -2,112 -5%
SMC
492
Smith, Moore & Co
Missouri
$544K
Brown Advisory
493
Brown Advisory
Maryland
$542K -$5.07K -414 -1%
JLBC
494
J.L. Bainbridge & Co
Florida
$542K +$262K +21,348 +102%
PPP
495
Private Portfolio Partners
New Jersey
$538K -$63.7K -5,196 -11%
SFG
496
SevenBridge Financial Group
Pennsylvania
$537K +$5.07K +414 +1%
Millennium Management
497
Millennium Management
New York
$534K -$795K -64,902 -61%
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$528K
EAM
499
Evanson Asset Management
California
$527K -$19.9K -1,626 -4%
CG
500
CFO4Life Group
Texas
$525K -$30.2K -2,460 -6%