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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
551
Penobscot Investment Management
Massachusetts
$333K
OCM
552
One Capital Management
California
$329K -$70 -6 -0%
SAA
553
Southeast Asset Advisors
Georgia
$327K +$350 +30 +0.1%
SCA
554
Stillwater Capital Advisors
Pennsylvania
$324K
FA
555
Fagan Associates
New York
$312K -$8.11K -696 -3%
MIM
556
Moseley Investment Management
Florida
$309K -$41.7K -3,576 -13%
FFA
557
First Foundation Advisors
California
$307K -$1.23M -105,258 -81%
RPA
558
Rock Point Advisors
Vermont
$306K -$31.5K -2,700 -10%
LFG
559
Larson Financial Group
Missouri
$306K -$10.3K -888 -3%
PGFC
560
Peapack-Gladstone Financial Corp
New Jersey
$305K +$22.7K +1,950 +9%
CWA
561
Clarity Wealth Advisors
California
$299K -$8.25K -708 -3%
BRWM
562
B. Riley Wealth Management
Tennessee
$298K -$75.9K -6,510 -21%
S
563
SignatureFD
Georgia
$290K -$62.9K -5,394 -19%
PCM
564
Palouse Capital Management
Washington
$290K +$8.11K +696 +3%
RMA
565
Roffman Miller Associates
Pennsylvania
$288K +$272K +23,322 New
M&T Bank
566
M&T Bank
New York
$287K -$121K -10,380 -31%
SC
567
Savant Capital
Illinois
$285K -$3.01K -258 -1%
MCP
568
Mirador Capital Partners
California
$283K +$54.2K +4,650 +25%
HCIA
569
Hochman Cole Investment Advisors
Illinois
$280K +$6.15K +528 +2%
PCM
570
Parsons Capital Management
Rhode Island
$277K -$19.7K -1,692 -7%
SAG
571
Spotlight Asset Group
Illinois
$277K
MIP
572
Marietta Investment Partners
Wisconsin
$277K +$23.6K +2,022 +10%
TWM
573
Tanglewood Wealth Management
Texas
$274K -$76.4K -6,558 -23%
FSA
574
Fort Sheridan Advisors
Illinois
$274K
BCWM
575
Blue Chip Wealth Management
Florida
$273K -$43.4K -3,726 -14%