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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
301
Summit Financial Strategies
Ohio
$1.14M +$1.23M +114,462 New
APG
302
Abacus Planning Group
South Carolina
$1.12M -$12.9K -1,206 -1%
PAM
303
Peak Asset Management
Colorado
$1.1M +$1.22K +114 +0.1%
WIC
304
Whitegate Investment Counselors
New Hampshire
$1.08M +$77.5K +7,224 +7%
WOC
305
West Oak Capital
California
$1.08M +$361K +33,666 +45%
FCI
306
Financial Counselors Inc
Kansas
$1.07M +$46.6K +4,338 +4%
CAN
307
Cetera Advisor Networks
California
$1.06M -$39.2K -3,648 -3%
BPWA
308
Beacon Pointe Wealth Advisors
California
$1.06M +$1.15M +106,698 New
Chevy Chase Trust
309
Chevy Chase Trust
Maryland
$1.05M +$1.13M +105,672 New
TW
310
Transform Wealth
Colorado
$1.05M
SWP
311
Stratos Wealth Partners
Ohio
$1.04M +$85.8K +7,998 +8%
EWA
312
EP Wealth Advisors
California
$1.01M +$283K +26,382 +35%
CHA
313
Carmichael Hill & Associates
Maryland
$1M +$69.3K +6,456 +7%
GAM
314
Garrison Asset Management
Arkansas
$998K +$644K +60,042 +149%
WCM
315
Wealthcare Capital Management
Virginia
$996K
BP
316
BBR Partners
New York
$977K +$1.05M +98,154 New
GSIS
317
Global Strategic Investment Solutions
Arizona
$975K +$1.05M +97,962 New
SFG
318
SNS Financial Group
Minnesota
$962K +$14K +1,302 +1%
BAMG
319
Brand Asset Management Group
Missouri
$943K +$208K +19,374 +26%
CCG
320
Cypress Capital Group
Florida
$939K -$33.5K -3,120 -3%
BFG
321
Bouchey Financial Group
New York
$932K +$697K +64,962 +226%
Vanguard Capital Wealth Advisors
322
Vanguard Capital Wealth Advisors
Colorado
$929K -$303K -28,242 -23%
PSUF
323
People's United Financial
Connecticut
$926K -$65.5K -6,102 -6%
TF
324
TIAA FSB
Florida
$919K +$49.5K +4,614 +5%
RCA
325
Reitz Capital Advisors
Michigan
$915K +$988K +92,010 New