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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
701
Cassaday & Co Wealth Management
Virginia
$441K -$1.84K -117 -0.4%
DWP
702
Destiny Wealth Partners
Florida
$441K -$438K -27,846 -50%
MG
703
Mather Group
Illinois
$440K -$2.97K -189 -0.7%
EW
704
Evoke Wealth
California
$436K
MIM
705
Moseley Investment Management
Florida
$433K +$47 +3 +0%
SPC
706
Stewart & Patten Company
California
$433K -$33.1K -2,106 -7%
CIC
707
Carnegie Investment Counsel
Ohio
$431K -$111K -7,059 -21%
CW
708
CreativeOne Wealth
Kansas
$427K +$24.6K +1,563 +6%
S
709
SignatureFD
Georgia
$425K +$13.7K +873 +3%
HF
710
HRT Financial
New York
$423K +$414K +26,280 New
SCA
711
Stillwater Capital Advisors
Pennsylvania
$423K
CA
712
Claro Advisors
Massachusetts
$421K -$119K -7,536 -22%
MIC
713
Means Investment Company
Maine
$421K
GIA
714
GHP Investment Advisors
Colorado
$420K -$3.54K -225 -0.9%
Franklin Resources
715
Franklin Resources
California
$415K
VPP
716
Vertex Planning Partners
Illinois
$413K +$13.1K +834 +3%
HFS
717
Heritage Financial Services
Massachusetts
$409K -$77.6K -4,929 -16%
JFG
718
JDM Financial Group
Texas
$409K +$236 +15 +0.1%
SFS
719
Sowell Financial Services
Arkansas
$407K -$235K -14,940 -37%
PFA
720
Plotkin Financial Advisors
Maryland
$407K -$120K -7,611 -23%
MOS
721
MGO One Seven
Ohio
$407K +$397K +25,215 New
MA
722
Modus Advisors
Minnesota
$406K -$28.7K -1,824 -7%
HGWM
723
Horst & Graben Wealth Management
Oregon
$405K +$1.04K +66 +0.3%
FMN
724
Financial Management Network
California
$405K +$708 +45 +0.2%
CIA
725
Capital Investment Advisors
Georgia
$400K +$77.9K +4,950 +25%