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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
701
Argent Capital Management
Missouri
$441K +$7.37K +420 +2%
CFP
702
Catalyst Financial Partners
Massachusetts
$441K +$458K +26,124 New
RGF
703
Retirement Guys Formula
Ohio
$439K -$24.2K -1,377 -5%
IWN
704
Independent Wealth Network
Iowa
$438K -$31.6K -1,803 -6%
CA
705
Claro Advisors
Massachusetts
$433K -$43.3K -2,466 -9%
VPP
706
Vertex Planning Partners
Illinois
$432K
PCM
707
Parsons Capital Management
Rhode Island
$431K
Franklin Resources
708
Franklin Resources
California
$428K -$6.58K -375 -1%
IA
709
IFG Advisory
Georgia
$428K +$445K +25,347 New
APW
710
Austin Private Wealth
Texas
$425K +$47.6K +2,712 +12%
KWA
711
Kingswood Wealth Advisors
California
$424K +$441K +25,122 New
CA
712
Clearstead Advisors
Ohio
$423K +$3.9K +222 +0.9%
AWA
713
Aaron Wealth Advisors
Illinois
$419K -$8.11K -462 -2%
MIC
714
Means Investment Company
Maine
$418K -$22.6K -1,287 -5%
Principal Financial Group
715
Principal Financial Group
Iowa
$414K
HGWM
716
Horst & Graben Wealth Management
Oregon
$414K
IWP
717
IAG Wealth Partners
Wisconsin
$412K -$102K -5,838 -19%
FMN
718
Financial Management Network
California
$411K -$12.3K -702 -3%
OSAM
719
O'Shaughnessy Asset Management
Connecticut
$410K +$103K +5,886 +32%
SOS
720
Silver Oak Securities
Tennessee
$409K +$92.4K +5,268 +28%
Koshinski Asset Management
721
Koshinski Asset Management
Illinois
$409K +$632 +36 +0.1%
SSWM
722
Smith Salley Wealth Management
North Carolina
$407K -$516K -29,421 -55%
JFG
723
JDM Financial Group
Texas
$405K -$23.2K -1,323 -5%
RFA
724
Resurgent Financial Advisors
Georgia
$405K
SPC
725
Stewart & Patten Company
California
$403K -$5.11K -291 -1%