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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
701
Cedar Mountain Advisors
Oregon
$1K +$1.6K +132 New
KFS
702
Kelly Financial Services
Massachusetts
$374 – – –
WIM
703
Westside Investment Management
California
$4 +$5.83K +480 New
PFG
704
Piershale Financial Group
Illinois
– -$43.9M -3,428,526 Closed
WCWM
705
Wooster Corthell Wealth Management
Connecticut
– -$25.2M -1,969,536 Closed
Raymond James Financial Services Advisors
706
Raymond James Financial Services Advisors
Florida
– -$8.38M -654,888 Closed
MWM
707
MinichMacGregor Wealth Management
New York
– -$7.46M -582,444 Closed
TI
708
tru Independence
Oregon
– -$5.85M -572,784 Closed
SFS
709
Strategic Financial Services
New York
– -$6.98M -544,992 Closed
MWP
710
MYCIO Wealth Partners
Pennsylvania
– -$6.25M -488,316 Closed
LWM
711
Lionsbridge Wealth Management
Florida
– -$4.22M -329,244 Closed
JIP
712
JBJ Investment Partners
South Carolina
– -$3.47M -270,912 Closed
FVWA
713
Foster Victor Wealth Advisors
South Carolina
– -$3M -232,878 Closed
BCP
714
Blackhawk Capital Partners
Wisconsin
– -$2.46M -207,720 Closed
Atria Investments
715
Atria Investments
North Carolina
– -$2.25M -175,788 Closed
LCC
716
Lincoln Capital Corp
Rhode Island
– -$2.18M -170,160 Closed
GSWM
717
Golden State Wealth Management
California
– -$1.99M -155,616 Closed
Susquehanna International Group
718
Susquehanna International Group
Pennsylvania
– -$1.59M -131,214 Closed
Koshinski Asset Management
719
Koshinski Asset Management
Illinois
– -$1.58M -124,014 Closed
GBBWRPM
720
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$1.36M -106,482 Closed
TC
721
Tatro Capital
Kentucky
– -$1.18M -92,238 Closed
CreativeOne Wealth
722
CreativeOne Wealth
Kansas
– -$1.14M -89,016 Closed
Nomura Asset Management
723
Nomura Asset Management
Japan
– -$986K -77,028 Closed
ACA
724
Ackerman Capital Advisors
Texas
– -$779K -60,870 Closed
RA
725
Rational Advisors
New York
– -$553K -43,236 Closed