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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Barrett Asset Management
New York
$580K
HP
302
HT Partners
Connecticut
$578K
BAM
303
Belpointe Asset Management
Nevada
$572K +$112K +10,314 +23%
PA
304
Paracle Advisors
Washington
$569K -$49.7K -4,572 -8%
RCG
305
Ruggie Capital Group
Florida
$565K +$456K +41,922 +354%
TL
306
TrueWealth LLC
Georgia
$564K +$2.22K +204 +0.4%
PP
307
Palladium Partners
Virginia
$563K -$18.7K -1,716 -3%
SIAS
308
Shine Investment Advisory Services
Colorado
$554K
AFP
309
Ausdal Financial Partners
Iowa
$546K +$457 +42 +0.1%
RC
310
Roundview Capital
New Jersey
$545K +$49.3K +4,530 +10%
CAM
311
Carret Asset Management
New York
$541K +$32K +2,940 +6%
DWM
312
Destination Wealth Management
California
$540K -$9.93M -913,434 -97%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$534K +$23.8K +2,190 +5%
SBA
314
Secrest Blakey & Associates
North Carolina
$531K -$136K -12,498 -20%
AWM
315
AE Wealth Management
Kansas
$520K -$16.8K -1,542 -3%
FTIOP
316
Fiduciary Trust International of Pennsylvania
Pennsylvania
$515K
PA
317
PFG Advisors
Arizona
$512K +$87.9K +8,082 +20%
BL
318
BFSG LLC
California
$511K -$20.4K -1,872 -4%
RWA
319
RGT Wealth Advisors
Texas
$503K -$205K -18,846 -28%
BSW
320
Buckingham Strategic Wealth
Missouri
$497K +$1.89K +174 +0.4%
FAG
321
Financial Advisory Group
Texas
$479K +$29.4K +2,700 +6%
Koshinski Asset Management
322
Koshinski Asset Management
Illinois
$471K +$98.5K +9,054 +25%
RPA
323
Rock Point Advisors
Vermont
$469K -$84.8K -7,800 -15%
DSC
324
Duncker Streett & Co
Missouri
$463K +$105K +9,654 +28%
TCM
325
Twele Capital Management
Minnesota
$462K +$25.5K +2,340 +6%