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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
426
LBMC Investment Advisors
Tennessee
$900K
AP
427
Adero Partners
California
$895K +$857K +69,948 New
MFG
428
MidWestOne Financial Group
Iowa
$888K -$945K -77,088 -53%
VFA
429
Valeo Financial Advisors
Indiana
$876K +$60.9K +4,968 +8%
VWA
430
V Wealth Advisors
Kansas
$870K
BSW
431
Buckingham Strategic Wealth
Missouri
$870K +$78.5K +6,408 +10%
APW
432
Aurora Private Wealth
New Jersey
$860K +$824K +67,194 New
SFG
433
StrategIQ Financial Group
Indiana
$859K
SFSIG
434
San Francisco Sentry Investment Group
California
$855K +$18.5K +1,512 +2%
CA
435
Cetera Advisors
Colorado
$840K +$281K +22,944 +54%
FNBT
436
FineMark National Bank & Trust
Florida
$834K -$14K -1,140 -2%
TW
437
Transform Wealth
Colorado
$830K -$92.8K -7,572 -10%
SAM
438
Summit Asset Management
Tennessee
$825K
FC
439
Fusion Capital
South Carolina
$816K +$782K +63,780 New
WSTAM
440
Wilbanks Smith & Thomas Asset Management
Virginia
$812K +$15.3K +1,248 +2%
SWM
441
SigFig Wealth Management
California
$807K -$19.1K -1,560 -2%
KIA
442
KCM Investment Advisors
California
$801K +$138K +11,238 +22%
WTC
443
WhitTier Trust Company
Nevada
$800K
JCM
444
Jacobsen Capital Management
Utah
$791K -$516K -42,120 -41%
CIBC Private Wealth Group
445
CIBC Private Wealth Group
Georgia
$784K +$3.02K +246 +0.4%
BRWM
446
B. Riley Wealth Management
Tennessee
$783K -$23.8K -1,944 -3%
PA
447
Paracle Advisors
Washington
$781K +$156K +12,762 +26%
ACA
448
Ackerman Capital Advisors
Texas
$779K +$58.8K +4,800 +9%
LRPA
449
L. Roy Papp & Associates
Arizona
$758K -$4.93K -402 -0.7%
VCM
450
Versant Capital Management
Arizona
$753K +$1.99K +162 +0.3%