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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
451
Fagan Associates
New York
$2.91M -$149K -6,408 -5%
EFP
452
Elser Financial Planning
Indiana
$2.9M -$89.6K -3,851 -3%
CIBC Private Wealth Group
453
CIBC Private Wealth Group
Georgia
$2.9M +$429K +18,427 +14%
VWA
454
VERITY Wealth Advisors
United States
$2.88M -$95.7K -4,111 -3%
ACM
455
Argent Capital Management
Missouri
$2.87M +$1.19M +51,292 +65%
VAF
456
Values Added Financial
District of Columbia
$2.85M -$21.6K -928 -0.7%
GWA
457
GGM Wealth Advisors
Maryland
$2.84M +$373K +16,024 +14%
JFGLC
458
Johnson Financial Group LLC (Colorado)
Colorado
$2.84M +$5.66K +243 +0.2%
PAI
459
Pittenger & Anderson Inc
Nebraska
$2.83M +$162K +6,945 +6%
MAMG
460
Milestone Asset Management Group
Connecticut
$2.82M -$101K -4,338 -3%
Sowell Financial Services
461
Sowell Financial Services
Arkansas
$2.82M -$458K -19,674 -13%
NC
462
Napatree Capital
Rhode Island
$2.82M -$2.34M -100,709 -44%
CLA (CliftonLarsonAllen) Wealth Advisors
463
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.81M -$286K -12,272 -9%
Lazard Asset Management
464
Lazard Asset Management
New York
$2.8M – – –
CMBA
465
C.M. Bidwell & Associates
Hawaii
$2.8M -$65.8K -2,825 -2%
RC
466
Roundview Capital
New Jersey
$2.78M -$68.2K -2,930 -2%
MGWM
467
Marks Group Wealth Management
Minnesota
$2.74M +$2.89M +123,988 New
Diversify Advisory Services
468
Diversify Advisory Services
Utah
$2.74M -$18.2K -780 -0.6%
SIC
469
Sigma Investment Counselors
Michigan
$2.73M -$2M -85,795 -41%
KCM
470
Kathmere Capital Management
Pennsylvania
$2.73M +$2.4K +103 +0.1%
World Investment Advisors
471
World Investment Advisors
California
$2.72M -$848K -36,431 -23%
GHA
472
GW Henssler & Associates
Georgia
$2.7M +$1.88M +80,585 +193%
GPFA
473
Game Plan Financial Advisors
Ohio
$2.7M -$1.73M -74,483 -38%
YIA
474
YHB Investment Advisors
Connecticut
$2.7M +$224K +9,638 +9%
Western Wealth Management
475
Western Wealth Management
Colorado
$2.69M -$3M -128,719 -51%