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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECG
351
Edge Capital Group
Georgia
$2.92M +$338K +21,462 +13%
SEEDPG
352
S.E.E.D. Planning Group
New York
$2.92M -$432K -27,480 -13%
CWM
353
Cabot Wealth Management
Massachusetts
$2.87M -$452K -28,725 -14%
RF
354
RHS Financial
California
$2.84M +$374K +23,775 +16%
KIA
355
KCM Investment Advisors
California
$2.82M +$2.07M +131,346 +301%
GFP
356
Guardian Financial Partners
California
$2.82M +$115K +7,281 +4%
DP
357
DDD Partners
Washington
$2.81M +$129K +8,205 +5%
AFP
358
Ausdal Financial Partners
Iowa
$2.8M -$287K -18,267 -10%
IP
359
Ignite Planners
California
$2.8M +$93.3K +5,931 +4%
GW
360
GW & Wade
Massachusetts
$2.79M -$5.33K -339 -0.2%
LPIC
361
LeJeune Puetz Investment Counsel
Michigan
$2.78M +$5.1K +324 +0.2%
SIC
362
Sigma Investment Counselors
Michigan
$2.72M +$122K +7,767 +5%
AMG
363
Asset Management Group
Connecticut
$2.72M +$10.2K +645 +0.4%
ZIM
364
Zacks Investment Management
Illinois
$2.72M -$12K -762 -0.5%
SHGA
365
Sand Hill Global Advisors
California
$2.71M
LWM
366
Laidlaw Wealth Management
New York
$2.7M -$8.59K -546 -0.3%
VA
367
Valmark Advisers
Ohio
$2.7M +$222K +14,076 +9%
PNC Financial Services Group
368
PNC Financial Services Group
Pennsylvania
$2.63M -$997K -63,375 -28%
BFM
369
Broadview Financial Management
Wisconsin
$2.63M -$3.68K -234 -0.1%
GLR
370
Great Lakes Retirement
Ohio
$2.58M +$2.52M +159,900 New
BJL
371
Brighton Jones LLC
Washington
$2.57M +$2.08K +132 +0.1%
PA
372
PFG Advisors
Arizona
$2.5M -$184K -11,661 -7%
SAF
373
Smith Anglin Financial
Texas
$2.5M -$566K -35,952 -19%
KAS
374
Kestra Advisory Services
Texas
$2.49M -$1.07M -68,229 -31%
MFWP
375
Mosaic Family Wealth Partners
Missouri
$2.47M -$5.57K -354 -0.2%