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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
751
Principal Financial Group
Iowa
$422K
RFA
752
Resurgent Financial Advisors
Georgia
$419K
PFA
753
Plotkin Financial Advisors
Maryland
$413K -$26K -1,575 -6%
MCCP
754
Mission Creek Capital Partners
California
$412K -$120K -7,290 -24%
HWA
755
Heartwood Wealth Advisors
Virginia
$407K
GCP
756
Gill Capital Partners
Colorado
$406K -$7.38K -447 -2%
MOS
757
MGO One Seven
Ohio
$405K -$33.5K -2,031 -8%
TBC
758
Ted Buchan & Co
California
$399K
BTI
759
Blue Trust Inc
Georgia
$398K +$62.3K +3,771 +18%
CCP
760
Carmel Capital Partners
California
$397K +$15.3K +924 +4%
1IA
761
1834 Investment Advisors
Wisconsin
$394K
APW
762
Austin Private Wealth
Texas
$392K -$13.4K -813 -3%
NEPWA
763
New England Private Wealth Advisors
Massachusetts
$384K +$1.09K +66 +0.3%
JWCA
764
J.W. Cole Advisors
Florida
$383K +$693 +42 +0.2%
WCG
765
Wall Capital Group
Arizona
$383K -$327K -19,830 -48%
TA
766
TrueWealth Advisors
Alabama
$381K -$39.6K -2,400 -10%
HHGA
767
Halbert Hargrove Global Advisors
California
$380K
LWANC
768
Laurel Wealth Advisors (North Carolina)
North Carolina
$378K -$95.8K -5,805 -21%
LSC
769
Lesa Sroufe & Co
Washington
$376K +$15.1K +915 +4%
BBA
770
BLB&B Advisors
Pennsylvania
$375K +$354K +21,456 New
MA
771
Modus Advisors
Minnesota
$373K -$63.1K -3,819 -15%
GWM
772
Gray Wealth Management
Maine
$373K
DP
773
DDD Partners
Washington
$373K -$2.53M -153,099 -88%
MWA
774
Motive Wealth Advisors
Michigan
$370K -$48.1K -2,916 -12%
WJWM
775
Williams Jones Wealth Management
New York
$370K +$41.9K +2,535 +14%