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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
601
Creative Financial Designs
Indiana
$886K +$506K +30,645 +152%
EK
602
Evensky & Katz
Florida
$882K -$46.7K -2,829 -5%
MWA
603
Martel Wealth Advisors
Washington
$876K -$458K -27,720 -36%
ANTB
604
AMG National Trust Bank
Colorado
$875K -$155K -9,369 -16%
CAM
605
Carret Asset Management
New York
$870K
CAM
606
Cozad Asset Management
Illinois
$865K -$14.8K -897 -2%
PAM
607
Peak Asset Management
Colorado
$863K -$4.26K -258 -0.5%
MCWS
608
McKinley Carter Wealth Services
West Virginia
$863K +$11K +669 +1%
IWM
609
IHT Wealth Management
Illinois
$858K -$27.7K -1,677 -3%
SC
610
Slow Capital
California
$851K -$105K -6,363 -12%
RDFA
611
Ritter Daniher Financial Advisory
Ohio
$848K -$95.1K -5,757 -11%
C
612
Certuity
Florida
$832K -$126K -7,614 -14%
CPP
613
Capasso Planning Partners
South Carolina
$830K -$59.4K -3,597 -7%
M&T Bank
614
M&T Bank
New York
$828K -$13.8K -837 -2%
BL
615
BFSG LLC
California
$827K -$10.7K -645 -1%
Nomura Asset Management
616
Nomura Asset Management
Japan
$825K -$3.08M -186,495 -80%
GG
617
GenWealth Group
New Jersey
$823K +$128K +7,725 +20%
APW
618
Aurora Private Wealth
New Jersey
$821K -$96.8K -5,862 -11%
CA
619
Crewe Advisors
Utah
$818K +$45K +2,724 +6%
RPGK
620
Retirement Planning Group (Kansas)
Kansas
$812K +$50 +3 +0%
HWA
621
HHM Wealth Advisors
Tennessee
$784K +$8.87K +537 +1%
WFS
622
Walker Financial Services
Kentucky
$783K -$1.34K -81 -0.2%
AFA
623
American Financial Advisors
Georgia
$778K +$57.8K +3,498 +9%
S
624
SignatureFD
Georgia
$776K +$299K +18,123 +69%
G
625
Gainplan
Michigan
$774K -$26.9K -1,629 -4%