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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
701
Robertson Stephens Wealth Management
California
$228K -$51.7K -3,300 -19%
HIM
702
Harbour Investment Management
Washington
$227K
TIA
703
Tiemann Investment Advisors
California
$224K
JAG
704
Journey Advisory Group
Kentucky
$223K -$846 -54 -0.4%
SIMM
705
Stillwater Investment Management (Minnesota)
Minnesota
$223K +$6.11K +390 +3%
GSC
706
Ground Swell Capital
South Carolina
$222K +$217K +13,860 New
SL
707
Savior LLC
Massachusetts
$221K +$12.1K +774 +6%
BP
708
BCK Partners
New York
$221K +$206K +13,158 New
DACG
709
Donor Advised Charitable Giving
California
$221K +$216K +13,794 New
MWM
710
MBE Wealth Management
Wisconsin
$218K
CCG
711
Chatham Capital Group
Georgia
$214K
Fisher Asset Management
712
Fisher Asset Management
Washington
$212K -$815K -51,996 -80%
EA
713
Elm Advisors
California
$211K
PCMK
714
Paragon Capital Management (Kansas)
Kansas
$211K +$196K +12,492 New
CT
715
Cambridge Trust
Massachusetts
$209K -$5.17K -330 -2%
MWM
716
Modera Wealth Management
New Jersey
$208K +$203K +12,972 New
RG
717
Rikoon Group
New Mexico
$206K +$202K +12,894 New
JP Morgan Chase
718
JP Morgan Chase
New York
$205K +$21.8K +1,392 +12%
JLBC
719
J.L. Bainbridge & Co
Florida
$205K +$201K +12,804 New
CWM
720
Cadence Wealth Management
Massachusetts
$204K +$200K +12,744 New
AIIMS
721
Analyst IMS Investment Management Services
Israel
$202K +$197K +12,600 New
PMFA
722
Plante Moran Financial Advisors
Michigan
$200K +$159K +10,140 +430%
CIM
723
Contravisory Investment Management
Massachusetts
$192K -$343K -21,906 -65%
ARIS
724
Advanced Research Investment Solutions
California
$192K
CIAS
725
Capital Investment Advisory Services
North Carolina
$188K +$63.2K +4,032 +52%