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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
551
Cherry Tree Wealth Management
Minnesota
$1.14M +$1.07M +65,097 New
HIF
552
Hill Island Financial
Michigan
$1.13M -$219K -13,257 -17%
IF
553
Ironwood Financial
Arizona
$1.13M +$40.8K +2,472 +4%
AWM
554
Accurate Wealth Management
Florida
$1.13M -$325K -19,674 -24%
BPWM
555
Badgley Phelps Wealth Managers
Washington
$1.13M -$48.5K -2,937 -4%
KWM
556
Kingsview Wealth Management
Oregon
$1.12M -$43.8K -2,655 -4%
Prudential Financial
557
Prudential Financial
New Jersey
$1.12M -$219K -13,293 -17%
AP
558
Adero Partners
California
$1.11M +$149 +9 +0%
AIMC
559
Alley Investment Management Company
Illinois
$1.11M +$2.03K +123 +0.2%
EA
560
Evolution Advisers
Virginia
$1.1M -$27.5K -1,668 -3%
MS
561
Madden Securities
Texas
$1.1M -$44.2K -2,679 -4%
WIA
562
World Investment Advisors
California
$1.09M +$48.6K +2,946 +5%
FPCG
563
Fort Pitt Capital Group
Pennsylvania
$1.09M -$236K -14,319 -19%
FWCM
564
Ferguson Wellman Capital Management
Oregon
$1.09M -$1.98K -120 -0.2%
JF
565
Joule Financial
Kentucky
$1.09M -$15.6K -942 -1%
FG
566
Foster Group
Iowa
$1.09M -$99.1K -6,000 -9%
CCG
567
Chatham Capital Group
Georgia
$1.08M
PFA
568
Pinnacle Family Advisors
Missouri
$1.07M +$491K +29,724 +94%
BFS
569
Bradley Foster & Sargent
Connecticut
$1.07M +$38.2K +2,316 +4%
SSB
570
Sandy Spring Bank
Maryland
$1.07M +$124K +7,482 +14%
TCM
571
Twele Capital Management
Minnesota
$1.06M -$9.21K -558 -0.9%
LEFP
572
Leading Edge Financial Planning
Tennessee
$1.06M +$43.2K +2,616 +5%
EFG
573
Everhart Financial Group
Ohio
$1.03M -$21.5K -1,305 -2%
VVP
574
Venture Visionary Partners
Ohio
$1.03M -$34.2K -2,073 -3%
TCA
575
Transcend Capital Advisors
New Jersey
$1.03M +$59.8K +3,624 +7%