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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
476
Hurlow Wealth Management Group
Indiana
$1.4M +$225K +14,892 +19%
PWW
477
Pettyjohn Wood & White
Virginia
$1.39M +$454K +30,000 +48%
FM
478
Family Management
New York
$1.38M +$182 +12 +0%
AIS
479
American Investment Services
Massachusetts
$1.38M -$71K -4,692 -5%
MSWMA
480
Market Street Wealth Management Advisors
Indiana
$1.37M -$564K -37,284 -29%
CAI
481
Capital Advisors Inc
Oklahoma
$1.37M +$14.5K +957 +1%
WI
482
Wedgewood Investors
Pennsylvania
$1.36M
AWM
483
Accurate Wealth Management
Florida
$1.36M +$1.34M +88,446 New
PL
484
Plancorp LLC
Missouri
$1.35M -$50.9K -3,363 -4%
Rockefeller Capital Management
485
Rockefeller Capital Management
New York
$1.34M -$171K -11,316 -11%
WC
486
Wealth CMT
New Jersey
$1.34M +$87.1K +5,754 +7%
RWMH
487
Riverpoint Wealth Management Holdings
Illinois
$1.34M +$590 +39 +0%
FT
488
Fiduciary Trust
Massachusetts
$1.34M
PEA
489
Park Edge Advisors
Ohio
$1.33M +$1.34M +88,686 New
CCFM
490
Clear Creek Financial Management
Washington
$1.33M
CCA
491
Column Capital Advisors
Indiana
$1.33M +$369K +24,351 +38%
YIA
492
YHB Investment Advisors
Connecticut
$1.33M +$369K +24,345 +38%
EFS
493
Econ Financial Services
Pennsylvania
$1.3M +$17.1K +1,128 +1%
RFC
494
Regions Financial Corp
Alabama
$1.29M +$1.3M +85,962 New
RZH
495
Relyea Zuckerberg Hanson
Connecticut
$1.29M +$1.3M +85,908 New
PWMG
496
Pioneer Wealth Management Group
Texas
$1.29M +$1.3M +85,620 New
DTC
497
Davidson Trust Company
Washington
$1.29M
CSI
498
Cross Staff Investments
New York
$1.27M +$727 +48 +0.1%
JWA
499
JFS Wealth Advisors
Pennsylvania
$1.27M -$8.95K -591 -0.7%
SCP
500
Stevens Capital Partners
Nebraska
$1.27M +$1.28M +84,426 New