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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
626
Venture Visionary Partners
Ohio
$990K -$38.2K -1,938 -4%
BL
627
BFSG LLC
California
$988K -$9.86K -501 -1%
MCWS
628
McKinley Carter Wealth Services
West Virginia
$986K -$15.1K -768 -2%
AMIM
629
Aull & Monroe Investment Management
Alabama
$986K +$124K +6,285 +15%
IA
630
IFG Advisory
Georgia
$982K +$15.3K +777 +2%
JCM
631
Jacobi Capital Management
Pennsylvania
$978K -$2.95M -149,907 -76%
EK
632
Evensky & Katz
Florida
$973K -$246K -12,513 -21%
LEFP
633
Leading Edge Financial Planning
Tennessee
$965K -$100K -5,094 -10%
TCM
634
Tradewinds Capital Management
Washington
$964K -$30.4M -1,545,744 -97%
CA
635
Crewe Advisors
Utah
$962K +$650 +33 +0.1%
RPGK
636
Retirement Planning Group (Kansas)
Kansas
$939K -$59 -3 -0%
SHA
637
Seneca House Advisors
Virginia
$937K -$13.7M -695,940 -94%
CFG
638
Cooper Financial Group
California
$930K +$117K +5,925 +15%
KIA
639
KCM Investment Advisors
California
$930K -$71.3K -3,621 -7%
SC
640
Slow Capital
California
$929K -$68K -3,456 -7%
Natixis Advisors
641
Natixis Advisors
Massachusetts
$929K +$53.3K +2,709 +6%
SIMG
642
Sonora Investment Management Group
Arizona
$928K +$41.6K +2,115 +5%
HF
643
HRT Financial
New York
$927K -$562K -28,536 -39%
RDFA
644
Ritter Daniher Financial Advisory
Ohio
$924K -$20.4K -1,035 -2%
HWA
645
HHM Wealth Advisors
Tennessee
$918K
FPCG
646
Fort Pitt Capital Group
Pennsylvania
$909K -$2.66M -135,042 -75%
GM
647
GeoWealth Management
Illinois
$901K +$857K +43,554 New
MCP
648
Mirador Capital Partners
California
$896K -$262K -13,296 -23%
WFS
649
Walker Financial Services
Kentucky
$883K -$11K -558 -1%
PPP
650
Private Portfolio Partners
New Jersey
$876K