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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Cetera Advisors
Colorado
$672K -$102K -8,760 -14%
JCM
452
Jacobi Capital Management
Pennsylvania
$671K +$633K +54,324 New
HWA
453
Heritage Wealth Advisors
Virginia
$671K -$5.94K -510 -0.9%
Brown Advisory
454
Brown Advisory
Maryland
$669K +$142K +12,210 +29%
RA
455
RFG Advisory
Alabama
$661K +$56K +4,806 +10%
HP
456
HT Partners
Connecticut
$660K
CCG
457
Cypress Capital Group
Florida
$656K +$165K +14,190 +36%
Citadel Advisors
458
Citadel Advisors
Florida
$645K -$9.43M -809,058 -94%
GA
459
Geller Advisors
New York
$644K +$608K +52,140 New
HA
460
Harborview Advisors
Maine
$640K +$43.9K +3,768 +8%
OC
461
Oarsman Capital
Wisconsin
$639K +$103K +8,820 +21%
TPA
462
Trivium Point Advisory
Connecticut
$639K +$587K +50,328 New
BL
463
BFSG LLC
California
$624K -$56.6K -4,860 -9%
Janney Montgomery Scott
464
Janney Montgomery Scott
Pennsylvania
$622K +$38.5K +3,306 +7%
AMIM
465
Aull & Monroe Investment Management
Alabama
$619K +$23.6K +2,022 +4%
IF
466
IRON Financial
Illinois
$619K +$584K +50,136 New
TW
467
Transform Wealth
Colorado
$612K -$166K -14,268 -22%
NCM
468
Novare Capital Management
North Carolina
$612K +$37.6K +3,228 +7%
CIM
469
Contravisory Investment Management
Massachusetts
$607K -$1.22M -104,586 -68%
BSW
470
Buckingham Strategic Wealth
Missouri
$607K -$136K -11,682 -19%
SFG
471
SevenBridge Financial Group
Pennsylvania
$597K +$49.2K +4,224 +10%
SHWM
472
Silicon Hills Wealth Management
Texas
$585K -$489 -42 -0.1%
EK
473
Evensky & Katz
Florida
$584K +$3.71K +318 +0.7%
HWA
474
HHM Wealth Advisors
Tennessee
$578K +$140 +12 +0%
ACM
475
Armbruster Capital Management
New York
$578K +$7.83K +672 +1%