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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
551
Larson Financial Group
Missouri
$829K +$395K +25,197 +75%
G
552
Gainplan
Michigan
$823K -$83.4K -5,313 -8%
ACM
553
Advisors Capital Management
New Jersey
$822K +$828K +52,749 New
SC
554
Slow Capital
California
$817K -$14.3K -909 -2%
TC
555
Tenret Company
Florida
$811K
RDFA
556
Ritter Daniher Financial Advisory
Ohio
$809K -$21.3K -1,356 -2%
SC
557
Schoolcraft Capital
Colorado
$794K -$30.3K -1,932 -3%
PFO
558
Pathstone Family Office
New Jersey
$792K +$235 +15 +0%
DACG
559
Donor Advised Charitable Giving
California
$787K +$247K +15,717 +39%
HIC
560
Holderness Investments Company
North Carolina
$776K -$114K -7,260 -12%
SSB
561
Sandy Spring Bank
Maryland
$776K
SFG
562
StrategIQ Financial Group
Indiana
$776K
NA
563
NewEdge Advisors
Louisiana
$774K -$317K -20,199 -27%
APW
564
Aurora Private Wealth
New Jersey
$770K +$2.78K +177 +0.3%
William Blair & Company
565
William Blair & Company
Illinois
$755K -$47K -2,997 -5%
CAM
566
Cozad Asset Management
Illinois
$755K
CC
567
Callan Capital
California
$752K -$46.9K -2,991 -5%
Prudential Financial
568
Prudential Financial
New Jersey
$751K +$321K +20,478 +64%
EK
569
Evensky & Katz
Florida
$749K -$34K -2,166 -4%
ANTB
570
AMG National Trust Bank
Colorado
$745K +$1.36K +87 +0.2%
GAM
571
Garrison Asset Management
Arkansas
$742K +$1.13K +72 +0.1%
CPP
572
Capasso Planning Partners
South Carolina
$733K +$512K +32,649 +169%
MCM
573
Maryland Capital Management
Maryland
$729K +$31K +1,974 +4%
IWM
574
IHT Wealth Management
Illinois
$727K +$201K +12,801 +33%
JCM
575
Jacobsen Capital Management
Utah
$726K +$176K +11,238 +28%