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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
326
Pinion Investment Advisors
Kansas
$1.19M +$371K +32,322 +47%
RPGK
327
Retirement Planning Group (Kansas)
Kansas
$1.19M +$3.24K +282 +0.3%
GAM
328
Garrison Asset Management
Arkansas
$1.17M -$3.79K -330 -0.3%
CIR
329
Clear Investment Research
Georgia
$1.16M +$124K +10,794 +12%
BAM
330
Berkshire Asset Management
Pennsylvania
$1.15M +$193K +16,794 +21%
SHA
331
Seneca House Advisors
Virginia
$1.15M +$213K +18,504 +24%
CAM
332
Cresset Asset Management
Illinois
$1.15M +$490K +42,624 +77%
JCM
333
Jacobsen Capital Management
Utah
$1.14M +$1.12M +97,548 New
AWM
334
AE Wealth Management
Kansas
$1.14M -$908K -79,050 -45%
GSIS
335
Global Strategic Investment Solutions
Arizona
$1.13M
CA
336
Calton & Associates
Florida
$1.11M +$604K +52,590 +124%
OC
337
Oppenheimer & Co
New York
$1.1M +$1.1K +96 +0.1%
SWP
338
Stratos Wealth Partners
Ohio
$1.09M -$122K -10,602 -10%
GBBWRPM
339
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.09M +$1.07M +93,060 New
NFG
340
Nations Financial Group
Iowa
$1.08M +$65.1K +5,664 +7%
BPA
341
Beacon Pointe Advisors
California
$1.08M +$184K +16,044 +21%
PNC Financial Services Group
342
PNC Financial Services Group
Pennsylvania
$1.08M -$31.2K -2,718 -3%
BFG
343
Bouchey Financial Group
New York
$1.07M -$14.2K -1,236 -1%
AIS
344
American Investment Services
Massachusetts
$1.06M +$23.6K +2,058 +2%
PFM
345
Phillips Financial Management
Indiana
$1.06M +$40.2K +3,504 +4%
MWM
346
Meridian Wealth Management
Kentucky
$1.05M -$1.79K -156 -0.2%
AC
347
Alley Company
Illinois
$1.05M +$28.4K +2,472 +3%
PA
348
Parallel Advisors
California
$1.04M -$252K -21,978 -20%
TWM
349
Tanglewood Wealth Management
Texas
$1.03M -$461K -40,176 -31%
Millennium Management
350
Millennium Management
New York
$1.03M +$1.01M +87,930 New