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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
501
Freestone Capital Holdings
Washington
$1.02M +$117K +7,434 +11%
AWM
502
Aspire Wealth Management
Massachusetts
$1.02M +$798K +50,853 +239%
FAG
503
Fortitude Advisory Group
Washington
$1.01M -$16.4K -1,044 -1%
TFS
504
Thoroughbred Financial Services
Tennessee
$1M -$68.7K -4,377 -6%
LNC
505
Lincoln National Corp
Pennsylvania
$1M +$13.4K +852 +1%
TCM
506
Twele Capital Management
Minnesota
$1M -$3.01K -192 -0.3%
KWM
507
Kingsview Wealth Management
Oregon
$996K +$6.21K +396 +0.6%
TPA
508
Trivium Point Advisory
Connecticut
$992K -$61.4K -3,915 -6%
Vanguard Personalized Indexing Management
509
Vanguard Personalized Indexing Management
California
$991K +$215K +13,698 +24%
MFT
510
Moisand Fitzgerald Tamayo
Florida
$990K -$58.3K -3,717 -5%
HPWM
511
Highland Private Wealth Management
Washington
$988K -$2.17K -138 -0.2%
AC
512
Avant Capital
Louisiana
$985K +$77.2K +4,923 +8%
JF
513
Joule Financial
Kentucky
$972K -$34.3K -2,184 -3%
IFS
514
Ifrah Financial Services
Arkansas
$972K +$4.05K +258 +0.4%
VVP
515
Venture Visionary Partners
Ohio
$966K +$2.96K +189 +0.3%
AP
516
Adero Partners
California
$951K +$188 +12 +0%
SQA
517
Simon Quick Advisors
New Jersey
$951K +$51.6K +3,288 +5%
GBWM
518
Granite Bay Wealth Management
New Hampshire
$945K -$40.5K -2,580 -4%
AIMC
519
Alley Investment Management Company
Illinois
$939K +$7.77K +495 +0.8%
PCM
520
Pennsylvania Capital Management
Pennsylvania
$938K +$3.29K +210 +0.3%
LWAC
521
Laurel Wealth Advisors (California)
California
$936K -$28.7K -1,827 -3%
CAL
522
Capital Advisors Ltd
Ohio
$932K
BPWM
523
Badgley Phelps Wealth Managers
Washington
$908K -$66.4K -4,233 -6%
CCA
524
Column Capital Advisors
Indiana
$907K +$47 +3 +0%
FWCM
525
Ferguson Wellman Capital Management
Oregon
$905K -$9.41K -600 -0.9%