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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
526
Adero Partners
California
$953K -$489K -30,162 -32%
BFS
527
Bradley Foster & Sargent
Connecticut
$950K +$102K +6,279 +11%
G
528
Gainplan
Michigan
$949K -$55.3K -3,414 -5%
IF
529
Ironwood Financial
Arizona
$942K +$68.9K +4,254 +7%
VWA
530
Visionary Wealth Advisors
Illinois
$930K -$19.2K -1,185 -2%
PWW
531
Pettyjohn Wood & White
Virginia
$930K +$6.32K +390 +0.6%
GIA
532
Gladstone Institutional Advisory
Florida
$929K -$92.8K -5,727 -8%
HIC
533
Holderness Investments Company
North Carolina
$927K -$250K -15,459 -20%
EFG
534
Everhart Financial Group
Ohio
$923K +$29.8K +1,842 +3%
LWM
535
Loveless Wealth Management
Montana
$921K +$25.2K +1,554 +3%
GVAG
536
Great Valley Advisor Group
Delaware
$913K +$802K +49,512 +417%
JG
537
Jefferies Group
New York
$911K -$308K -19,026 -24%
TYCC
538
Texas Yale Capital Corp
Florida
$911K +$248K +15,300 +33%
WSTAM
539
Wilbanks Smith & Thomas Asset Management
Virginia
$904K +$409K +25,260 +71%
MCM
540
Manchester Capital Management
Vermont
$892K
Brown Advisory
541
Brown Advisory
Maryland
$886K +$153K +9,453 +19%
SC
542
Slow Capital
California
$875K -$27.4K -1,689 -3%
RDFA
543
Ritter Daniher Financial Advisory
Ohio
$873K -$6.42K -396 -0.7%
AIM
544
Aspen Investment Management
Michigan
$871K -$27.5K -1,698 -3%
SC
545
Schoolcraft Capital
Colorado
$866K -$10.8K -666 -1%
SFS
546
Security Financial Services
Indiana
$865K
KIA
547
KCM Investment Advisors
California
$862K -$106K -6,540 -10%
ANTB
548
AMG National Trust Bank
Colorado
$856K -$102K -6,297 -11%
TC
549
Tenret Company
Florida
$855K
YIA
550
YHB Investment Advisors
Connecticut
$849K -$486 -30 -0.1%