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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
726
Cascade Financial Partners
California
$746K +$1.39M +63,894 +192%
CIA
727
Cape Investment Advisory
Georgia
$744K +$1.57K +72 +0.2%
SA
728
Stewardship Advisors
Pennsylvania
$741K +$713K +32,742 New
APP
729
Avantax Planning Partners
Iowa
$738K -$2.09M -96,093 -75%
BA
730
Bridgewater Advisors
New York
$737K +$1.3M +59,742 +164%
CIC
731
Carnegie Investment Counsel
Ohio
$728K -$37.6K -1,725 -5%
SFS
732
Security Financial Services
Indiana
$728K
AR
733
Apeiron RIA
Texas
$727K +$98.3K +4,512 +16%
CWA
734
CM Wealth Advisors
Ohio
$727K
WPW
735
Watershed Private Wealth
Illinois
$725K
Citadel Advisors
736
Citadel Advisors
Florida
$723K -$5.81M -266,700 -89%
CWM
737
Chesapeake Wealth Management
Virginia
$721K +$108K +4,950 +18%
QCM
738
QRG Capital Management
Illinois
$720K +$67.8K +3,111 +11%
RW
739
Rede Wealth
Virginia
$719K
PWA
740
Pillar Wealth Advisors
Pennsylvania
$717K -$10.6M -488,241 -94%
PMFA
741
Plante Moran Financial Advisors
Michigan
$714K +$238K +10,929 +53%
Vanguard Capital Wealth Advisors
742
Vanguard Capital Wealth Advisors
Colorado
$713K +$324K +14,868 +89%
CCM
743
Carlson Capital Management
Minnesota
$710K -$36.1K -1,659 -5%
CP
744
Capital Planning
Washington
$705K -$133K -6,114 -16%
RIA
745
Regal Investment Advisors
Michigan
$703K +$21.8K +1,002 +3%
CIA
746
Covington Investment Advisors
Pennsylvania
$700K +$51.1K +2,343 +8%
ATI
747
ARK & TLK Investments
Oklahoma
$697K -$3.6K -165 -0.5%
AG
748
Ascent Group
Virginia
$692K +$3.73K +171 +0.6%
WPC
749
Wedmont Private Capital
Pennsylvania
$690K -$2.44M -112,056 -78%
LRPA
750
L. Roy Papp & Associates
Arizona
$688K