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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
576
GS Investments
Minnesota
$833K -$24.9K -1,350 -3%
SMC
577
Smith, Moore & Co
Missouri
$823K -$38.5K -2,082 -5%
LWM
578
Lyell Wealth Management
California
$823K +$801K +43,374 New
CIC
579
Carnegie Investment Counsel
Ohio
$815K -$1.12M -60,612 -59%
HWA
580
Heritage Wealth Advisors
Virginia
$811K
PPP
581
Private Portfolio Partners
New Jersey
$803K
Brown Advisory
582
Brown Advisory
Maryland
$800K
BI
583
Blooom Inc
Kansas
$799K -$3.21K -174 -0.4%
NCM
584
Novare Capital Management
North Carolina
$798K +$102K +5,538 +15%
LRPA
585
L. Roy Papp & Associates
Arizona
$793K
RCC
586
Red Cedar Capital
Nebraska
$784K
OFG
587
Orcam Financial Group
California
$784K +$764K +41,340 New
WFA
588
Wade Financial Advisory
California
$780K
AA
589
Advisory Alpha
Michigan
$769K -$1.95M -105,492 -72%
LAS
590
Lloyd Advisory Services
Georgia
$765K +$5.21K +282 +0.7%
PFA
591
Pinnacle Family Advisors
Missouri
$760K +$46K +2,490 +7%
JCM
592
Jacobsen Capital Management
Utah
$758K -$7.87K -426 -1%
GAM
593
Garrison Asset Management
Arkansas
$758K -$7.21K -390 -1%
CAM
594
Carret Asset Management
New York
$755K -$34.9K -1,890 -5%
TW
595
Transform Wealth
Colorado
$749K -$87.8K -4,752 -11%
FANJ
596
Financial Architects (New Jersey)
New Jersey
$747K +$32.4K +1,752 +5%
CA
597
Claro Advisors
Massachusetts
$734K +$327K +17,700 +84%
HIG
598
Heritage Investment Group
Florida
$727K +$707K +38,298 New
EK
599
Evensky & Katz
Florida
$718K +$10.2K +552 +1%
SBIA
600
Sheaff Brock Investment Advisors
Indiana
$717K