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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
1001
Edgestream Partners
New Jersey
$581K -$314K -11,010 -36%
MWP
1002
Madison Wealth Partners
Wisconsin
$577K +$18.1K +635 +3%
CPCM
1003
Cardinal Point Capital Management
Ontario, Canada
$576K +$161K +5,628 +40%
MIC
1004
Means Investment Company
Maine
$576K +$57 +2 +0%
JLBC
1005
J.L. Bainbridge & Co
Florida
$575K -$49.8K -1,744 -8%
CFP
1006
Curran Financial Partners
South Carolina
$574K +$192K +6,727 +53%
GB
1007
Goepper Burkhardt
South Carolina
$572K – – –
MWA
1008
Martel Wealth Advisors
Washington
$572K +$457 +16 +0.1%
PP
1009
Patten & Patten
Tennessee
$569K – – –
IRP
1010
Investment Research Partners
Pennsylvania
$569K +$136K +4,764 +33%
GKWIM
1011
Gerber Kawasaki Wealth & Investment Management
California
$568K +$543 +19 +0.1%
GAM
1012
GEM Asset Management
Michigan
$567K +$30K +1,052 +6%
GWA
1013
Geometric Wealth Advisors
District of Columbia
$566K – – –
UCI
1014
Uncommon Cents Investing
Wisconsin
$566K – – –
DF
1015
DecisionPoint Financial
Arizona
$564K – – –
PFA
1016
Perryman Financial Advisory
Texas
$563K -$288K -10,074 -34%
AIP
1017
Avail Investment Partners
Pennsylvania
$561K +$129K +4,511 +31%
NL
1018
NWAM LLC
Washington
$560K +$6.28K +220 +1%
BWP
1019
Burling Wealth Partners
Illinois
$557K +$190K +6,656 +54%
CCA
1020
Cadent Capital Advisors
Oklahoma
$553K +$257 +9 +0%
CFS
1021
CRA Financial Services
New Jersey
$553K – – –
HF
1022
HRT Financial
New York
$551K -$6.47M -226,732 -92%
AWM
1023
Atticus Wealth Management
Florida
$550K +$75.7K +2,651 +17%
HCP
1024
Hexagon Capital Partners
Arkansas
$547K -$4.77K -167 -0.9%
RRA
1025
Round Rock Advisors
Connecticut
$547K – – –