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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
376
Independent Financial Group
California
$1.87M -$185K -10,938 -9%
JWA
377
JFS Wealth Advisors
Pennsylvania
$1.87M +$137K +8,130 +8%
AF
378
Allworth Financial
California
$1.84M +$1.79M +106,218 +160,936%
MSWMA
379
Market Street Wealth Management Advisors
Indiana
$1.84M -$278K -16,470 -13%
APG
380
Abacus Planning Group
South Carolina
$1.82M -$23.3K -1,380 -1%
AIS
381
American Investment Services
Massachusetts
$1.79M -$14.2K -840 -0.8%
SWM
382
SigFig Wealth Management
California
$1.78M +$10K +594 +0.6%
CA
383
Capital Advantage
California
$1.78M -$43.3K -2,568 -2%
SBH
384
Segall Bryant & Hamill
Illinois
$1.77M +$14.3K +846 +0.8%
IC
385
IEQ Capital
California
$1.76M +$203K +12,060 +13%
APP
386
Avantax Planning Partners
Iowa
$1.76M -$4.86K -288 -0.3%
CIC
387
Carnegie Investment Counsel
Ohio
$1.75M -$69.6K -4,128 -4%
DWP
388
Destiny Wealth Partners
Florida
$1.74M +$209K +12,384 +14%
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$1.72M -$17.7K -1,050 -1%
NS
390
Newman & Schimel
Illinois
$1.71M +$224K +13,284 +16%
Rockefeller Capital Management
391
Rockefeller Capital Management
New York
$1.71M +$1.56M +92,364 +1,479%
CCFM
392
Clear Creek Financial Management
Washington
$1.7M +$1.65M +98,034 New
SFG
393
SNS Financial Group
Minnesota
$1.69M -$192K -11,364 -10%
TF
394
TIAA FSB
Florida
$1.68M +$379K +22,488 +30%
GPFA
395
Game Plan Financial Advisors
Ohio
$1.67M -$491K -29,130 -23%
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$1.66M +$15.7K +930 +1%
SCM
397
Southport Capital Management
Tennessee
$1.65M
SCM
398
Spreng Capital Management
Ohio
$1.64M -$50.8K -3,012 -3%
MFT
399
Moisand Fitzgerald Tamayo
Florida
$1.62M -$2.63K -156 -0.2%
BlackRock
400
BlackRock
New York
$1.62M -$21.3K -1,260 -1%