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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
626
Trexquant Investment
Connecticut
$584K +$347K +18,792 +157%
CC
627
Callan Capital
California
$581K +$566K +30,642 New
SPC
628
Stewart & Patten Company
California
$571K -$26K -1,410 -4%
DFA
629
DHJJ Financial Advisors
Illinois
$571K +$443 +24 +0.1%
RCAG
630
Rehmann Capital Advisory Group
Michigan
$570K +$27.3K +1,476 +5%
SW
631
SVB Wealth
Massachusetts
$570K -$25.2K -1,362 -4%
MIC
632
Means Investment Company
Maine
$569K
C
633
Certuity
Florida
$567K -$812K -43,932 -59%
SHWM
634
Silicon Hills Wealth Management
Texas
$567K -$172K -9,312 -24%
RGF
635
Retirement Guys Formula
Ohio
$566K +$551K +29,820 New
OFG
636
Oxford Financial Group
Indiana
$558K -$92.8K -5,022 -15%
BCM
637
BTR Capital Management
California
$557K -$11.1K -600 -2%
PAM
638
Pegasus Asset Management
New York
$557K +$5.76K +312 +1%
CFO
639
Collective Family Office
Pennsylvania
$553K -$2.44K -132 -0.5%
OC
640
Oarsman Capital
Wisconsin
$545K
WFA
641
WestHill Financial Advisors
California
$543K
TA
642
TrueWealth Advisors
Alabama
$543K +$2.55K +138 +0.5%
OCM
643
Orser Capital Management
Texas
$538K
RWA
644
River Wealth Advisors
Pennsylvania
$537K -$90K -4,872 -15%
Fisher Asset Management
645
Fisher Asset Management
Washington
$534K +$236K +12,756 +83%
TRCT
646
Tower Research Capital (TRC)
New York
$533K -$304K -16,476 -37%
PAS
647
Park Avenue Securities
New York
$533K +$7.21K +390 +1%
SIA
648
SkyView Investment Advisors
New Jersey
$531K +$333 +18 +0.1%
WPW
649
Warther Private Wealth
Ohio
$525K -$1.22K -66 -0.2%
GWM
650
Gray Wealth Management
Maine
$525K