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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
476
Annapolis Financial Services
Maryland
$954K +$376 +24 +0%
IF
477
Ironwood Financial
Arizona
$953K +$38.2K +2,436 +4%
RPCA
478
Running Point Capital Advisors
California
$950K +$752 +48 +0.1%
SFSIG
479
San Francisco Sentry Investment Group
California
$949K -$12.1K -774 -1%
SFG
480
SevenBridge Financial Group
Pennsylvania
$945K +$65.5K +4,182 +8%
SSB
481
Sandy Spring Bank
Maryland
$942K -$47K -3,000 -5%
FPCG
482
Fort Pitt Capital Group
Pennsylvania
$932K -$444K -28,344 -33%
YIA
483
YHB Investment Advisors
Connecticut
$926K +$21K +1,338 +3%
APW
484
Aurora Private Wealth
New Jersey
$918K -$72.9K -4,656 -8%
Vanguard Personalized Indexing Management
485
Vanguard Personalized Indexing Management
California
$914K
LNC
486
Lincoln National Corp
Pennsylvania
$902K +$179K +11,400 +25%
SFG
487
StrategIQ Financial Group
Indiana
$896K -$2.44K -156 -0.3%
SAM
488
Summit Asset Management
Tennessee
$893K
PAM
489
Peak Asset Management
Colorado
$883K -$137K -8,724 -14%
MCM
490
Maryland Capital Management
Maryland
$883K +$308K +19,650 +55%
BPB
491
Badgley, Phelps & Bell
Washington
$877K
CAL
492
Capital Advisors Ltd
Ohio
$849K +$74.4K +4,752 +10%
MCWS
493
McKinley Carter Wealth Services
West Virginia
$846K -$30.1K -1,920 -4%
GA
494
Geller Advisors
New York
$846K +$5.83K +372 +0.7%
IWM
495
IHT Wealth Management
Illinois
$840K +$168K +10,746 +26%
CAG
496
Csenge Advisory Group
Florida
$818K +$769K +49,116 New
BW
497
Bison Wealth
Georgia
$810K +$45K +2,874 +6%
HP
498
HT Partners
Connecticut
$790K -$24.6K -1,572 -3%
PFGIA
499
Patriot Financial Group Insurance Agency
Massachusetts
$783K -$481K -30,720 -39%
TW
500
Transform Wealth
Colorado
$783K -$20.9K -1,332 -3%