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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
126
Keel Point
Alabama
$2.34M -$2.45M -265,134 -52%
NCM
127
Novare Capital Management
North Carolina
$2.3M +$78K +8,442 +4%
Goldman Sachs
128
Goldman Sachs
New York
$2.25M
BO
129
BRR OpCo
Ohio
$2.25M -$166K -17,994 -7%
LPIC
130
LeJeune Puetz Investment Counsel
Michigan
$2.17M +$4.05K +438 +0.2%
CCM
131
Carlson Capital Management
Minnesota
$2.11M -$149K -16,110 -7%
CWM
132
Circle Wealth Management
New Jersey
$2.07M +$8.76K +948 +0.4%
KIA
133
KCM Investment Advisors
California
$2.01M +$167K +18,054 +9%
FC
134
Forte Capital
New York
$1.97M +$186K +20,106 +11%
ECML
135
Eagle Capital Management (Louisiana)
Louisiana
$1.96M +$136K +14,712 +8%
GHA
136
GW Henssler & Associates
Georgia
$1.89M +$63.3K +6,852 +4%
MA
137
MCF Advisors
Kentucky
$1.88M +$646K +69,936 +54%
GI
138
Gradient Investments
Minnesota
$1.87M -$82.1K -8,880 -4%
LWMT
139
Legacy Wealth Management (Tennessee)
Tennessee
$1.85M +$76.2K +8,238 +4%
JMPWA
140
JP Morgan Private Wealth Advisors
California
$1.81M +$613K +66,336 +53%
PCM
141
Parsons Capital Management
Rhode Island
$1.8M +$125K +13,548 +8%
PAG
142
Private Advisor Group
New Jersey
$1.77M +$272K +29,436 +18%
CFA
143
Cahill Financial Advisors
Minnesota
$1.75M -$5.77K -624 -0.3%
GC
144
Grimes & Company
Massachusetts
$1.74M -$222K -23,982 -11%
WA
145
WBH Advisory
Maryland
$1.73M +$105K +11,400 +7%
EMA
146
Efficient Market Advisors
California
$1.7M +$19K +2,058 +1%
PWM
147
Perigon Wealth Management
California
$1.67M -$47.8K -5,172 -3%
NPC
148
National Planning Corporation
California
$1.64M -$902K -97,560 -36%
SPC
149
Sigma Planning Corp
Michigan
$1.61M +$6.77K +732 +0.4%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$1.59M +$321K +34,716 +26%