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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MP
676
McDonald Partners
Ohio
$458K +$452K +25,536 New
BIAS
677
Beacon Investment Advisory Services
New Jersey
$453K -$22.6K -1,275 -5%
BDF
678
Balasa Dinverno & Foltz
$452K -$4.46K -252 -1%
FMN
679
Financial Management Network
California
$449K +$1.43K +81 +0.3%
IWN
680
Independent Wealth Network
Iowa
$444K -$12.3K -696 -3%
GG
681
Gofen & Glossberg
Illinois
$441K +$61.1K +3,450 +16%
BWP
682
BSW Wealth Partners
Colorado
$437K -$106 -6 -0%
FWIA
683
Fort Washington Investment Advisors
Ohio
$437K +$431K +24,360 New
CW
684
CreativeOne Wealth
Kansas
$436K +$11.6K +654 +3%
SF
685
Summit Financial
New Jersey
$435K -$17.3K -978 -4%
Principal Financial Group
686
Principal Financial Group
Iowa
$434K +$428K +24,156 New
MWA
687
Motive Wealth Advisors
Michigan
$433K
MCC
688
Money Concepts Capital
Florida
$430K -$467K -26,400 -52%
MSA
689
McAlister Sweet & Associates
Texas
$425K -$1.27K -72 -0.3%
H
690
HoyleCohen
California
$423K -$3.13K -177 -0.7%
RFA
691
Resurgent Financial Advisors
Georgia
$422K -$744 -42 -0.2%
PAM
692
Private Asset Management
California
$416K -$4.25K -240 -1%
SB
693
Strategic Blueprint
Georgia
$411K +$168K +9,516 +71%
HI
694
Hudock Inc
Pennsylvania
$407K +$478 +27 +0.1%
QCG
695
Quadrant Capital Group
Ohio
$404K -$44.9K -2,538 -10%
AWA
696
Arkadios Wealth Advisors
Georgia
$402K -$177K -10,002 -31%
M&T Bank
697
M&T Bank
New York
$402K
FCA
698
FinTrust Capital Advisors
South Carolina
$402K +$212 +12 +0.1%
LHEI
699
Leo H. Evart Inc
California
$400K +$394K +22,278 New
BCM
700
BTR Capital Management
California
$398K -$128K -7,212 -25%