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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
776
Colton Groome Financial Advisors
North Carolina
$236K
EVM
777
Eaton Vance Management
Massachusetts
$235K +$5.84K +372 +2%
HR
778
Howe & Rusling
New York
$234K -$29.6K -1,884 -10%
FC
779
Fusion Capital
South Carolina
$233K -$32.3K -2,061 -11%
PMFA
780
Plante Moran Financial Advisors
Michigan
$232K +$68.7K +4,380 +36%
CCMG
781
Clark Capital Management Group
Pennsylvania
$232K +$258K +16,425 New
FMII
782
Farmers & Merchants Investments Inc
Nebraska
$231K -$53K -3,378 -17%
CIA
783
Capital Investment Advisors
Georgia
$230K +$11.7K +747 +5%
SAA
784
Southeast Asset Advisors
Georgia
$228K
PCM
785
Palouse Capital Management
Washington
$228K +$37.7K +2,403 +17%
OAM
786
Oppenheimer Asset Management
New York
$227K +$252K +16,050 New
SWM
787
Spire Wealth Management
Virginia
$226K -$609K -38,784 -71%
CT
788
Cambridge Trust
Massachusetts
$226K
Fisher Asset Management
789
Fisher Asset Management
Washington
$226K +$251K +16,011 New
AW
790
Avion Wealth
Texas
$225K +$33.4K +2,130 +15%
ASI
791
Advisory Services & Investments
Oregon
$223K
RIS
792
Retirement Income Solutions
Michigan
$223K
PCM
793
Parsons Capital Management
Rhode Island
$222K +$33.3K +2,121 +16%
PFA
794
Pathway Financial Advisors
Vermont
$221K
OBWG
795
Onyx Bridge Wealth Group
New York
$219K -$64K -4,077 -21%
BBA
796
Braun-Bostich & Associates
Pennsylvania
$219K -$7.58K -483 -3%
FWM
797
Fortress Wealth Management
California
$219K
CPA
798
Cardiff Park Advisors
California
$219K +$941 +60 +0.4%
VBWMG
799
Von Berge Wealth Management Group
California
$218K +$14.4K +921 +6%
OSAM
800
O'Shaughnessy Asset Management
Connecticut
$218K +$17.5K +1,113 +8%