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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
501
Intellectus Partners
California
$5K – – –
GEA
502
Glen Eagle Advisors
New Jersey
$1.81K – – –
CFA
503
Carroll Financial Associates
North Carolina
$1K – – –
JWM
504
Janiczek Wealth Management
Colorado
$1K – – –
MIM
505
Macroview Investment Management
Maryland
$1K +$68 +6 +6%
KL
506
KWMG LLC
Kansas
$1K +$273 +24 +40%
AF
507
Allworth Financial
California
$1K +$750 +66 New
TRCT
508
Tower Research Capital (TRC)
New York
$1K +$1.02K +90 New
DDPOM
509
Delta Dental Plan of Michigan
Michigan
– -$22.1M -2,042,916 Closed
MFS
510
Monetta Financial Services
Illinois
– -$7.8M -720,000 Closed
KM
511
Kalos Management
Georgia
– -$5.6M -493,812 Closed
Susquehanna International Group
512
Susquehanna International Group
Pennsylvania
– -$1.44M -126,780 Closed
CM
513
Cornerstone Management
Georgia
– -$1.1M -101,136 Closed
GGI
514
Godsey & Gibb Inc
Virginia
– -$784K -72,384 Closed
AFA
515
Arlington Financial Advisors
California
– -$310K -27,600 Closed
Renaissance Technologies
516
Renaissance Technologies
New York
– -$299K -27,600 Closed
CWM
517
Confluence Wealth Management
Oregon
– -$265K -24,480 Closed
IWM
518
IHT Wealth Management
Illinois
– -$252K -23,262 Closed
DIA
519
Davidson Investment Advisors
Montana
– -$234K -21,630 Closed
FM
520
Foster & Motley
Ohio
– -$206K -19,044 Closed
GBBWRPM
521
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$125K -11,556 Closed
CF
522
Centaurus Financial
California
– -$83K -7,626 Closed
AWA
523
Acorn Wealth Advisors
Michigan
– -$47K -4,332 Closed
CFC
524
Coyle Financial Counsel
Illinois
– -$42K -3,846 Closed
LC
525
Landaas & Company
Wisconsin
– -$39K -3,606 Closed