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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$2.64M +$870K +49,533 +54%
PWS
427
Precision Wealth Strategies
Missouri
$2.64M -$142K -8,103 -5%
FCC
428
Flower City Capital
New York
$2.62M -$106K -6,039 -4%
MFWP
429
Mosaic Family Wealth Partners
Missouri
$2.62M -$136K -7,752 -5%
KCM
430
Kathmere Capital Management
Pennsylvania
$2.62M -$109K -6,207 -4%
WPC
431
Wedmont Private Capital
Pennsylvania
$2.61M +$1.93M +109,938 +374%
WCM
432
Weaver Capital Management
Georgia
$2.6M +$2.43M +138,399 New
AA
433
Alesco Advisors
New York
$2.56M -$800K -45,546 -25%
AC
434
Abbrea Capital
California
$2.56M
VWA
435
VERITY Wealth Advisors
United States
$2.55M
BFPW
436
BOK Financial Private Wealth
Colorado
$2.53M -$160K -9,105 -6%
BOSSRA
437
B.O.S.S. Retirement Advisors
Utah
$2.5M -$867K -49,365 -27%
SG
438
Somerset Group
Minnesota
$2.49M +$97.3K +5,538 +4%
VFA
439
Valeo Financial Advisors
Indiana
$2.49M -$119K -6,804 -5%
RC
440
Roundview Capital
New Jersey
$2.49M -$10.7K -612 -0.5%
FCI
441
Financial Counselors Inc
Kansas
$2.45M +$8.54K +486 +0.4%
Empower Advisory Group
442
Empower Advisory Group
Colorado
$2.44M +$457K +26,001 +25%
CCWA
443
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.42M +$39.3K +2,238 +2%
JCIA
444
Jackson Creek Investment Advisors
Colorado
$2.41M -$165K -9,372 -7%
JFGLC
445
Johnson Financial Group LLC (Colorado)
Colorado
$2.4M
CIR
446
Clear Investment Research
Georgia
$2.4M -$38.2K -2,178 -2%
CWM
447
CCG Wealth Management
California
$2.39M -$126K -7,176 -5%
Lazard Asset Management
448
Lazard Asset Management
New York
$2.39M
MCM
449
Mainstay Capital Management
Michigan
$2.38M -$8.22K -468 -0.4%
ECM
450
Elgethun Capital Management
South Dakota
$2.35M +$47.6K +2,709 +2%