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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
576
Mutual Advisors
Nebraska
$722K +$434K +27,663 +118%
PAM
577
Peak Asset Management
Colorado
$720K -$12.7K -810 -2%
MCWS
578
McKinley Carter Wealth Services
West Virginia
$691K -$25.5K -1,623 -3%
NP
579
NorthRock Partners
Minnesota
$691K +$47 +3 +0%
CA
580
Crewe Advisors
Utah
$688K +$226K +14,430 +42%
HP
581
HT Partners
Connecticut
$680K
RPGK
582
Retirement Planning Group (Kansas)
Kansas
$676K -$98.6K -6,282 -12%
BL
583
BFSG LLC
California
$671K -$39.8K -2,538 -5%
WFS
584
Walker Financial Services
Kentucky
$669K -$22.4K -1,428 -3%
CFO
585
Collective Family Office
Pennsylvania
$653K -$813K -51,822 -53%
SFS
586
Sowell Financial Services
Arkansas
$649K +$721K +45,966 New
SF
587
Safeguard Financial
Wisconsin
$641K -$34.5K -2,196 -5%
CA
588
Continuum Advisory
Idaho
$634K -$29.3K -1,869 -4%
CA
589
Cetera Advisors
Colorado
$634K +$194K +12,342 +38%
OFG
590
Oxford Financial Group
Indiana
$627K +$227K +14,475 +48%
FANJ
591
Financial Architects (New Jersey)
New Jersey
$623K +$693K +44,145 New
WFA
592
Wade Financial Advisory
California
$616K
ASFA
593
All Season Financial Advisors
Colorado
$616K +$1.08K +69 +0.2%
MIAN
594
Mariner Independent Advisor Network
Kansas
$612K -$336K -21,396 -33%
GI
595
GS Investments
Minnesota
$608K -$4.24K -270 -0.6%
SMC
596
Smith, Moore & Co
Missouri
$605K +$1.27K +81 +0.2%
CG
597
Caprock Group
Idaho
$599K -$91.8K -5,850 -12%
PPP
598
Private Portfolio Partners
New Jersey
$598K
GHAM
599
Gilman Hill Asset Management
Connecticut
$597K -$111K -7,071 -14%
Jones Financial Companies
600
Jones Financial Companies
Missouri
$596K