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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
Advisory Alpha
Michigan
$673K -$53.2K -3,006 -7%
MIP
602
Marietta Investment Partners
Wisconsin
$671K +$6.48K +366 +1%
DACG
603
Donor Advised Charitable Giving
California
$666K +$432K +24,387 +192%
IWM
604
IHT Wealth Management
Illinois
$662K -$6.69K -378 -1%
AFS
605
Annapolis Financial Services
Maryland
$656K -$283K -15,990 -30%
AG
606
Ascent Group
Virginia
$651K -$19K -1,071 -3%
APW
607
Austin Private Wealth
Texas
$650K +$641K +36,210 New
RCA
608
Reitz Capital Advisors
Michigan
$648K -$279K -15,780 -30%
SPP
609
Single Point Partners
Massachusetts
$637K -$5.21K -294 -0.8%
BWM
610
Boyd Wealth Management
California
$634K +$625K +35,304 New
CIC
611
Cutler Investment Counsel
Oregon
$627K +$618K +34,914 New
SWP
612
Strategic Wealth Partners
Ohio
$621K
AFA
613
American Financial Advisors
Georgia
$620K -$3.56K -201 -0.6%
CA
614
Crewe Advisors
Utah
$615K +$17.5K +987 +3%
TWM
615
Tanglewood Wealth Management
Texas
$614K -$230K -12,984 -28%
ASI
616
Advisory Services & Investments
Oregon
$610K +$322K +18,204 +115%
RC
617
RegentAtlantic Capital
New Jersey
$610K +$601K +33,963 New
Jones Financial Companies
618
Jones Financial Companies
Missouri
$607K
MCCP
619
Mission Creek Capital Partners
California
$606K
CCG
620
Cypress Capital Group
Florida
$602K +$178K +10,050 +43%
HWA
621
HHM Wealth Advisors
Tennessee
$589K +$53 +3 +0%
PIP
622
Peachtree Investment Partners
Florida
$586K -$313K -17,700 -35%
WSTAM
623
Wilbanks Smith & Thomas Asset Management
Virginia
$585K -$429K -24,261 -41%
TWA
624
TCI Wealth Advisors
Arizona
$580K -$34.6K -1,953 -6%
RGF
625
Retirement Guys Formula
Ohio
$579K +$43.2K +2,439 +8%