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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFP
451
Elser Financial Planning
Indiana
$2.9M -$89.6K -3,851 -3%
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$2.9M +$429K +18,427 +14%
VWA
453
VERITY Wealth Advisors
United States
$2.88M -$95.7K -4,111 -3%
ACM
454
Argent Capital Management
Missouri
$2.87M +$1.19M +51,292 +65%
VAF
455
Values Added Financial
District of Columbia
$2.85M -$21.6K -928 -0.7%
GWA
456
GGM Wealth Advisors
Maryland
$2.84M +$373K +16,024 +14%
JFGLC
457
Johnson Financial Group LLC (Colorado)
Colorado
$2.84M +$5.66K +243 +0.2%
PAI
458
Pittenger & Anderson Inc
Nebraska
$2.83M +$162K +6,945 +6%
MAMG
459
Milestone Asset Management Group
Connecticut
$2.82M -$101K -4,338 -3%
SFS
460
Sowell Financial Services
Arkansas
$2.82M -$458K -19,674 -13%
NC
461
Napatree Capital
Rhode Island
$2.82M -$2.34M -100,709 -44%
CCWA
462
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.81M -$286K -12,272 -9%
Lazard Asset Management
463
Lazard Asset Management
New York
$2.8M
CMBA
464
C.M. Bidwell & Associates
Hawaii
$2.8M -$65.8K -2,825 -2%
RC
465
Roundview Capital
New Jersey
$2.78M -$68.2K -2,930 -2%
MGWM
466
Marks Group Wealth Management
Minnesota
$2.74M +$2.89M +123,988 New
DAS
467
Diversify Advisory Services
Utah
$2.74M -$18.2K -780 -0.6%
SIC
468
Sigma Investment Counselors
Michigan
$2.73M -$2M -85,795 -41%
KCM
469
Kathmere Capital Management
Pennsylvania
$2.73M +$2.4K +103 +0.1%
WIA
470
World Investment Advisors
California
$2.72M -$848K -36,431 -23%
GHA
471
GW Henssler & Associates
Georgia
$2.7M +$1.88M +80,585 +193%
GPFA
472
Game Plan Financial Advisors
Ohio
$2.7M -$1.73M -74,483 -38%
YIA
473
YHB Investment Advisors
Connecticut
$2.7M +$224K +9,638 +9%
WWM
474
Western Wealth Management
Colorado
$2.69M -$3M -128,719 -51%
AWM
475
Avior Wealth Management
Nebraska
$2.68M -$150K -6,436 -5%