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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IRC
626
Investors Research Corp
Georgia
$77K +$57.7K +4,752 +170%
IWP
627
IAG Wealth Partners
Wisconsin
$75K
PMFA
628
Plante Moran Financial Advisors
Michigan
$74K +$68.6K +5,646 +351%
BII
629
Bainco International Investors
Massachusetts
$74K +$87.9K +7,236 New
HWA
630
HCR Wealth Advisors
California
$72K +$1.02K +84 +1%
AIP
631
Ameritas Investment Partners
Nebraska
$72K +$86.7K +7,140 New
WT
632
Washington Trust
Rhode Island
$70K +$83.3K +6,858 New
BWA
633
BDO Wealth Advisors
Florida
$63K +$44.7K +3,678 +145%
SPIA
634
Steward Partners Investment Advisory
New York
$58K -$292 -24 -0.4%
GAM
635
Gemmer Asset Management
California
$58K +$68.5K +5,640 New
PC
636
Permanens Capital
New York
$56K -$36.4K -3,000 -35%
JP Morgan Chase
637
JP Morgan Chase
New York
$55K +$32.5K +2,676 +97%
HFA
638
HC Financial Advisors
California
$51K +$60.3K +4,968 New
SIAP
639
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$50K
GI
640
Gradient Investments
Minnesota
$42K -$2.96M -243,294 -98%
EFSCE
641
Enterprise Financial Services Corp (EFSC)
Missouri
$42K
CAC
642
Certified Advisory Corp
Florida
$37K +$5.1K +420 +13%
Fifth Third Bancorp
643
Fifth Third Bancorp
Ohio
$36K -$154K -12,654 -78%
QCMC
644
Quantum Capital Management (California)
California
$36K
AAP
645
Arax Advisory Partners
Colorado
$36K +$42.6K +3,510 New
NFG
646
Next Financial Group
Texas
$35K +$22.6K +1,860 +121%
PO
647
Private Ocean
California
$34K -$290K -23,892 -88%
Rockefeller Capital Management
648
Rockefeller Capital Management
New York
$34K
MIM
649
Macroview Investment Management
Maryland
$33K +$14.9K +1,224 +60%
OPS
650
Orion Portfolio Solutions
Nebraska
$33K +$32.1K +2,646 +432%