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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
551
Patriot Financial Group Insurance Agency
Massachusetts
$845K +$93.6K +5,778 +11%
Vanguard Personalized Indexing Management
552
Vanguard Personalized Indexing Management
California
$842K -$9.24K -570 -1%
William Blair & Company
553
William Blair & Company
Illinois
$841K -$120K -7,419 -12%
CC
554
Callan Capital
California
$838K -$49.6K -3,060 -5%
PFO
555
Pathstone Family Office
New Jersey
$835K +$909K +56,085 New
EK
556
Evensky & Katz
Florida
$823K -$7.1K -438 -0.8%
SSB
557
Sandy Spring Bank
Maryland
$818K -$58.4K -3,606 -6%
SFG
558
StrategIQ Financial Group
Indiana
$818K -$6.81K -420 -0.8%
FG
559
Foster Group
Iowa
$817K +$64K +3,948 +8%
SWM
560
Spire Wealth Management
Virginia
$816K -$2.88M -177,513 -76%
APW
561
Aurora Private Wealth
New Jersey
$810K -$39K -2,406 -4%
RPGK
562
Retirement Planning Group (Kansas)
Kansas
$807K -$101K -6,234 -10%
CAM
563
Cozad Asset Management
Illinois
$796K +$7.58K +468 +0.9%
GAM
564
Garrison Asset Management
Arkansas
$781K -$4.57K -282 -0.5%
PAM
565
Peak Asset Management
Colorado
$772K +$583 +36 +0.1%
MCWS
566
McKinley Carter Wealth Services
West Virginia
$752K +$21.9K +1,350 +3%
BL
567
BFSG LLC
California
$745K -$1.41K -87 -0.2%
MCM
568
Maryland Capital Management
Maryland
$739K
GHAM
569
Gilman Hill Asset Management
Connecticut
$734K +$591K +36,462 +283%
NP
570
NorthRock Partners
Minnesota
$728K -$29.2K -1,803 -4%
WFS
571
Walker Financial Services
Kentucky
$727K -$32K -1,974 -4%
CG
572
Caprock Group
Idaho
$719K +$535 +33 +0.1%
HP
573
HT Partners
Connecticut
$717K
SF
574
Safeguard Financial
Wisconsin
$709K -$65.9K -4,068 -8%
GI
575
GS Investments
Minnesota
$698K +$3.4K +210 +0.5%