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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
626
James J. Burns & Company
New York
$2.14M +$341K +11,947 +20%
CTWM
627
Cherry Tree Wealth Management
Minnesota
$2.14M +$11.4K +398 +0.6%
AA
628
Alesco Advisors
New York
$2.12M -$42.9K -1,503 -2%
CIC
629
Cutler Investment Counsel
Oregon
$2.12M +$286 +10 +0%
KIA
630
KCM Investment Advisors
California
$2.11M +$443K +15,517 +28%
JWA
631
JFS Wealth Advisors
Pennsylvania
$2.11M -$25K -876 -1%
BCM
632
Basso Capital Management
Connecticut
$2.11M +$2.04M +71,613 New
RRA
633
Red Reef Advisors
Florida
$2.07M -$10.4K -363 -0.5%
Brown Advisory
634
Brown Advisory
Maryland
$2.06M -$130K -4,555 -6%
LIA
635
LBMC Investment Advisors
Tennessee
$2.06M – – –
FFB
636
First Financial Bankshares
Texas
$2.06M +$1.12M +39,210 +128%
KWM
637
Kingsview Wealth Management
Oregon
$2.06M +$176K +6,146 +10%
OCWP
638
Owl Creek Wealth Partners
Colorado
$2.04M +$3.43K +120 +0.2%
CIA
639
Compass Ion Advisors
Pennsylvania
$2.03M -$31.6K -1,108 -2%
PSCM
640
Per Stirling Capital Management
Texas
$2.03M +$86 +3 +0%
ANTB
641
AMG National Trust Bank
Colorado
$2.02M +$1.49K +52 +0.1%
WAM
642
Worth Asset Management
Texas
$2.01M +$31.2K +1,093 +2%
EWA
643
Emergent Wealth Advisors
New York
$2.01M +$37.1K +1,298 +2%
AAS
644
Ameritas Advisory Services
Nebraska
$2M -$1.92M -67,159 -50%
WIM
645
Warwick Investment Management
Texas
$2M +$6.68K +234 +0.3%
RPGK
646
Retirement Planning Group (Kansas)
Kansas
$2M +$179K +6,278 +10%
AC
647
Avant Capital
Louisiana
$1.99M +$46.9K +1,642 +2%
PFA
648
Pinnacle Family Advisors
Missouri
$1.96M -$37.8K -1,325 -2%
VCM
649
Vision Capital Management
Oregon
$1.96M -$2.23K -78 -0.1%
Baird Financial Group
650
Baird Financial Group
Wisconsin
$1.96M +$242K +8,492 +15%