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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
376
Cedar Brook Financial Partners
Ohio
$648K -$1.71M -157,968 -73%
PP
377
Palladium Partners
Virginia
$640K +$8K +738 +1%
FVWA
378
Foster Victor Wealth Advisors
South Carolina
$635K
PWW
379
Pettyjohn Wood & White
Virginia
$632K +$19.5K +1,800 +3%
VFA
380
Valeo Financial Advisors
Indiana
$630K +$95.3K +8,796 +19%
WSTAM
381
Wilbanks Smith & Thomas Asset Management
Virginia
$626K -$1.17K -108 -0.2%
LWANC
382
Laurel Wealth Advisors (North Carolina)
North Carolina
$626K +$23.1K +2,130 +4%
CCMG
383
Clark Capital Management Group
Pennsylvania
$624K +$600K +55,398 New
CAM
384
Cresset Asset Management
Illinois
$621K +$84.2K +7,770 +16%
HA
385
Harborview Advisors
Maine
$598K +$45.6K +4,212 +9%
MSWMA
386
Market Street Wealth Management Advisors
Indiana
$598K +$148K +13,644 +35%
JIP
387
Jaffetilchin Investment Partners
Florida
$598K +$575K +53,106 New
GGI
388
Godsey & Gibb Inc
Virginia
$588K -$181K -16,698 -24%
SGCA
389
Steel Grove Capital Advisors
Tennessee
$587K +$3.19K +294 +0.6%
CIBC Private Wealth Group
390
CIBC Private Wealth Group
Georgia
$582K -$160K -14,736 -22%
SFS
391
Summit Financial Strategies
Ohio
$578K -$650K -59,988 -52%
CCM
392
Colorado Capital Management
Colorado
$574K -$23.8K -2,196 -4%
KIA
393
KCM Investment Advisors
California
$573K +$1.36K +126 +0.2%
HP
394
HT Partners
Connecticut
$571K -$36.9K -3,402 -6%
BCM
395
BTR Capital Management
California
$567K -$71.5K -6,600 -12%
LRPA
396
L. Roy Papp & Associates
Arizona
$566K
WP
397
WealthPLAN Partners
Nebraska
$555K +$47.6K +4,392 +10%
PA
398
Paracle Advisors
Washington
$551K +$42.4K +3,912 +9%
HPWM
399
Highland Private Wealth Management
Washington
$545K +$5.33K +492 +1%
BEAM
400
Baker Ellis Asset Management
Washington
$541K +$520K +48,000 New