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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
576
Heartwood Wealth Advisors
Virginia
$2.51M +$425K +14,872 +21%
WF
577
Womack Financial
Texas
$2.51M +$276K +9,652 +13%
NA
578
Nottingham Advisors
New York
$2.51M -$222K -7,768 -8%
LKBC
579
L.K. Benson & Company
Maryland
$2.51M +$3.28K +115 +0.1%
VP
580
Verum Partners
North Carolina
$2.51M +$2.97K +104 +0.1%
AIS
581
American Investment Services
Massachusetts
$2.51M – – –
9FG
582
93 Financial Group
Massachusetts
$2.5M +$247K +8,664 +11%
CI
583
CX Institutional
Indiana
$2.49M +$564K +19,756 +30%
RFP
584
Root Financial Partners
California
$2.49M +$1M +35,194 +71%
BOC
585
Bull Oak Capital
California
$2.49M -$5.94K -208 -0.2%
AFA
586
American Financial Advisors
Georgia
$2.48M -$89.2K -3,125 -4%
CCFM
587
Clear Creek Financial Management
Washington
$2.47M +$593K +20,777 +33%
SCM
588
Stordahl Capital Management
Colorado
$2.45M -$27.2K -954 -1%
FG
589
Foster Group
Iowa
$2.45M -$23.5K -823 -1%
KeyBank National Association
590
KeyBank National Association
Ohio
$2.41M -$107K -3,739 -4%
OC
591
Oppenheimer & Co
New York
$2.41M -$37.5K -1,312 -2%
PWW
592
Pettyjohn Wood & White
Virginia
$2.41M +$2.86K +100 +0.1%
PFA
593
Plotkin Financial Advisors
Maryland
$2.4M +$15.4K +541 +0.7%
LFG
594
Larson Financial Group
Missouri
$2.4M -$1.7M -59,497 -42%
WC
595
Wynn Capital
Georgia
$2.38M – – –
CWM
596
Cabot Wealth Management
Massachusetts
$2.38M -$91.9K -3,218 -4%
CSI
597
Cross Staff Investments
New York
$2.37M +$22.9K +801 +1%
OWCM
598
One Wealth Capital Management
Arizona
$2.36M +$1.14M +39,992 +100%
ISFAN
599
Investor's Fiduciary Advisor Network
Washington
$2.35M -$194K -6,777 -8%
RWMH
600
Riverpoint Wealth Management Holdings
Illinois
$2.35M +$628 +22 +0%