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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
476
Naples Global Advisors
Florida
$375K +$63.6K +5,394 +20%
GG
477
GenWealth Group
New Jersey
$372K +$371K +31,470 New
CG
478
Caprock Group
Idaho
$371K -$15.9K -1,350 -4%
MIC
479
Means Investment Company
Maine
$367K
OCM
480
One Capital Management
California
$367K
OCM
481
Orser Capital Management
Texas
$367K +$365K +30,948 New
MWM
482
Marietta Wealth Management
Georgia
$367K +$366K +31,050 New
Jones Financial Companies
483
Jones Financial Companies
Missouri
$365K
DY
484
Dowling & Yahnke
California
$364K +$126K +10,680 +53%
HCIA
485
Hochman Cole Investment Advisors
Illinois
$352K +$35.2K +2,988 +11%
LNC
486
Lincoln National Corp
Pennsylvania
$346K +$1.84K +156 +0.5%
FWM
487
Foresight Wealth Management
Utah
$343K +$55.6K +4,716 +19%
MIM
488
Moseley Investment Management
Florida
$337K +$141 +12 +0%
RPA
489
Rock Point Advisors
Vermont
$334K -$5.3K -450 -2%
Fiera Capital (Canada)
490
Fiera Capital (Canada)
Quebec, Canada
$333K +$332K +28,152 New
B
491
Brightworth
Georgia
$332K +$331K +28,080 New
PWPS
492
Pinnacle Wealth Planning Services
Ohio
$330K -$210K -17,850 -39%
PCM
493
Parsons Capital Management
Rhode Island
$330K -$57.3K -4,860 -15%
SPC
494
Stewart & Patten Company
California
$330K +$10.5K +888 +3%
BA
495
Boston Advisors
Massachusetts
$328K +$29.4K +2,496 +10%
RPG
496
Resource Planning Group
Georgia
$325K +$10.6K +900 +3%
BWP
497
BSW Wealth Partners
Colorado
$323K -$5.23K -444 -2%
FA
498
Fagan Associates
New York
$320K +$93.3K +7,914 +41%
SBSB
499
Sullivan, Bruyette, Speros & Blaney
Virginia
$319K +$71 +6 +0%
Principal Financial Group
500
Principal Financial Group
Iowa
$316K -$45.3K -3,840 -13%