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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
501
Annapolis Financial Services
Maryland
$910K -$120K -7,116 -12%
MCWS
502
McKinley Carter Wealth Services
West Virginia
$906K -$9.92K -588 -1%
RCA
503
Reitz Capital Advisors
Michigan
$899K -$130K -7,722 -13%
TWM
504
Tanglewood Wealth Management
Texas
$894K -$308K -18,270 -26%
HA
505
Harborview Advisors
Maine
$885K +$45.5K +2,694 +6%
BW
506
Bison Wealth
Georgia
$877K +$202 +12 +0%
GSAM
507
Grant Street Asset Management
Pennsylvania
$857K -$15.9M -939,726 -96%
HP
508
HT Partners
Connecticut
$855K
NP
509
NorthRock Partners
Minnesota
$847K +$34.5K +2,046 +4%
TNA
510
True North Advisors
Texas
$841K +$819K +48,540 New
CGFA
511
Colton Groome Financial Advisors
North Carolina
$823K -$6.25M -370,164 -89%
BAM
512
Barrett Asset Management
New York
$823K +$24.3K +1,440 +3%
CA
513
Cetera Advisors
Colorado
$821K +$114K +6,750 +17%
PIP
514
Peachtree Investment Partners
Florida
$814K +$457K +27,090 +136%
MWM
515
Meridian Wealth Management
Kentucky
$810K -$8.4K -498 -1%
OF
516
Outfitter Financial
Maine
$807K +$58.7K +3,480 +8%
KP
517
Keel Point
Alabama
$805K -$2.65M -156,900 -77%
FG
518
Foster Group
Iowa
$784K +$121K +7,170 +19%
LWM
519
Loveless Wealth Management
Montana
$782K +$89.6K +5,310 +13%
TW
520
Transform Wealth
Colorado
$776K -$69.5K -4,122 -8%
AIC
521
Ameritas Investment Company
Nebraska
$773K -$1.19M -70,494 -71%
Brown Advisory
522
Brown Advisory
Maryland
$770K
GWA
523
GGM Wealth Advisors
Maryland
$769K +$169K +10,008 +29%
AMIM
524
Aull & Monroe Investment Management
Alabama
$765K +$45.8K +2,712 +7%
FCH
525
Freestone Capital Holdings
Washington
$761K +$741K +43,896 New