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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HUB Investment Partners
701
HUB Investment Partners
Texas
$1.02M +$130K +5,598 +14%
BFSG LLC
702
BFSG LLC
California
$1.02M -$582 -25 -0.1%
Vanguard Capital Wealth Advisors
703
Vanguard Capital Wealth Advisors
Colorado
$1.02M +$295K +12,676 +38%
DWM
704
David Wealth Management
Virginia
$1.02M +$7.38K +317 +0.7%
EFS
705
Econ Financial Services
Pennsylvania
$1.01M -$58.3K -2,504 -5%
KCM Investment Advisors
706
KCM Investment Advisors
California
$1.01M -$233 -10 -0%
MFF
707
Michels Family Financial
Texas
$1.01M -$7.01K -301 -0.7%
Sentinus LLC
708
Sentinus LLC
Illinois
$1.01M +$27.7K +1,188 +3%
PFA
709
Petra Financial Advisors
Colorado
$1.01M -$104K -4,473 -9%
SHA
710
Seneca House Advisors
Virginia
$1.01M +$1.42K +61 +0.1%
CCC
711
Compass Capital Corp
Massachusetts
$1.01M – – –
RPGK
712
Retirement Planning Group (Kansas)
Kansas
$1M -$260K -11,187 -20%
HHM Wealth Advisors
713
HHM Wealth Advisors
Tennessee
$984K – – –
Vanguard Group
714
Vanguard Group
Pennsylvania
$984K +$20.9K +896 +2%
PEA
715
Park Edge Advisors
Ohio
$982K -$61.3K -2,634 -6%
Twele Capital Management
716
Twele Capital Management
Minnesota
$973K +$9.9K +424 +1%
Granite Bay Wealth Management
717
Granite Bay Wealth Management
New Hampshire
$963K -$141K -6,055 -12%
KWA
718
Kondo Wealth Advisors
California
$959K – – –
VBFG
719
Vishria Bird Financial Group
Tennessee
$957K – – –
Ritter Daniher Financial Advisory
720
Ritter Daniher Financial Advisory
Ohio
$955K -$16.9K -726 -2%
SNPAM
721
St. Nicholas Private Asset Management
Florida
$952K +$722 +31 +0.1%
Smartleaf Asset Management
722
Smartleaf Asset Management
Massachusetts
$941K +$302K +12,964 +43%
SA
723
Stewardship Advisors
Pennsylvania
$941K +$96.3K +4,135 +11%
LIM
724
Lathrop Investment Management
Arkansas
$938K +$184K +7,908 +23%
McKinley Carter Wealth Services
725
McKinley Carter Wealth Services
West Virginia
$936K -$88.1K -3,786 -8%