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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
701
Bessemer Group
New Jersey
$407K +$246K +13,338 +164%
EWA
702
Exencial Wealth Advisors
Oklahoma
$407K +$396K +21,450 New
MFM
703
Mirsky Financial Management
New York
$406K +$395K +21,396 New
Betterment LLC
704
Betterment LLC
New York
$403K +$11.3K +612 +3%
FWM
705
Fortress Wealth Management
California
$402K +$392K +21,204 New
GG
706
Gofen & Glossberg
Illinois
$401K
AIA
707
Armor Investment Advisors
North Carolina
$396K
SEIA
708
Signature Estate & Investment Advisors
California
$396K +$22.1K +1,194 +6%
AIM
709
AHL Investment Management
Florida
$394K +$383K +20,748 New
Carson Wealth (CWM LLC)
710
Carson Wealth (CWM LLC)
Nebraska
$394K +$384K +20,760 New
FPW
711
Flagship Private Wealth
Massachusetts
$389K -$28.4K -1,536 -7%
PLFAM
712
Pineno Levin & Ford Asset Management
Virginia
$388K
MCP
713
Mirador Capital Partners
California
$388K +$20.5K +1,110 +6%
OMC
714
Old Mission Capital
Illinois
$387K +$377K +20,400 New
MIM
715
Moseley Investment Management
Florida
$384K +$111 +6 +0%
HR
716
Howe & Rusling
New York
$383K -$35.6K -1,926 -9%
ACM
717
Armbruster Capital Management
New York
$383K -$2.77K -150 -0.7%
HFS
718
Heritage Financial Services
Massachusetts
$381K +$371K +20,100 New
CIA
719
Capital Investment Advisors
Georgia
$378K +$103K +5,598 +39%
FC
720
Fusion Capital
South Carolina
$375K -$5.76K -312 -2%
AWM
721
Aspire Wealth Management
Massachusetts
$374K +$364K +19,710 New
SG
722
StoneX Group
New York
$374K -$11K -594 -3%
EHPM
723
Emery Howard Portfolio Management
California
$373K -$369K -19,968 -50%
EFL
724
ERn Financial LLC
Wisconsin
$370K +$1.11K +60 +0.3%
CA
725
CGN Advisors
Kansas
$367K +$358K +19,356 New