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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
401
Aull & Monroe Investment Management
Alabama
$223K +$222K +20,616 New
MCM
402
Maple Capital Management
Vermont
$219K +$218K +20,250 New
LFG
403
Larson Financial Group
Missouri
$216K +$215K +19,932 New
SFWA
404
Summit Financial Wealth Advisors
Louisiana
$215K
PIM
405
Penobscot Investment Management
Massachusetts
$214K
CA
406
Cetera Advisors
Colorado
$213K
WA
407
Winfield Associates
Ohio
$212K
GI
408
GS Investments
Minnesota
$210K +$2.27K +210 +1%
FA
409
Fagan Associates
New York
$209K -$647 -60 -0.3%
SEI Investments
410
SEI Investments
Pennsylvania
$209K +$72.2K +6,696 +53%
RWA
411
River Wealth Advisors
Pennsylvania
$209K +$209K +19,344 New
FM
412
Foster & Motley
Ohio
$206K -$2.78K -258 -1%
NHC
413
Nicholas Hoffman & Company
Georgia
$206K +$205K +18,978 New
SAA
414
Southeast Asset Advisors
Georgia
$206K +$205K +18,990 New
QCM
415
Quadrant Capital Management
New Jersey
$206K +$205K +19,020 New
MPIA
416
Mountain Pacific Investment Advisers
Idaho
$205K +$204K +18,900 New
MWPCG
417
Measured Wealth Private Client Group
New Hampshire
$203K +$219K +20,310 New
CCG
418
Cypress Capital Group
Florida
$201K +$200K +18,570 New
FPCG
419
Fort Pitt Capital Group
Pennsylvania
$200K -$2.36M -218,790 -92%
RFA
420
Reilly Financial Advisors
California
$190K
KJWM
421
Kiley Juergens Wealth Management
Washington
$183K +$182K +16,908 New
CDIA
422
Capital Directions Investment Advisors
Georgia
$172K -$17.7K -1,638 -9%
SSB
423
Sandy Spring Bank
Maryland
$171K
GWM
424
Geneos Wealth Management
Colorado
$151K
RA
425
Rational Advisors
New York
$145K +$69.6K +6,450 +93%