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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
776
Aaron Wealth Advisors
Illinois
$503K +$33.5K +1,908 +8%
PIP
777
Peachtree Investment Partners
Florida
$502K +$276K +15,708 +143%
Citigroup
778
Citigroup
New York
$494K +$258K +14,667 +126%
CFP
779
Catalyst Financial Partners
Massachusetts
$491K
CIA
780
Covington Investment Advisors
Pennsylvania
$491K +$40.9K +2,331 +10%
SSWM
781
Smith Salley Wealth Management
North Carolina
$491K +$35K +1,995 +8%
NFA
782
Northern Financial Advisors
Michigan
$487K +$455K +25,890 New
GWM
783
GSB Wealth Management
Connecticut
$486K +$124K +7,068 +38%
JFG
784
JDM Financial Group
Texas
$486K +$32.1K +1,830 +8%
PP
785
Patten & Patten
Tennessee
$485K +$56.3K +3,207 +14%
VPP
786
Vertex Planning Partners
Illinois
$482K
Franklin Resources
787
Franklin Resources
California
$477K
BBA
788
BLB&B Advisors
Pennsylvania
$472K +$64.2K +3,654 +17%
APW
789
Austin Private Wealth
Texas
$471K -$2K -114 -0.5%
IWN
790
Independent Wealth Network
Iowa
$467K -$19.7K -1,119 -4%
SAS
791
SMI Advisory Services
Indiana
$467K -$39K -2,220 -8%
RGF
792
Retirement Guys Formula
Ohio
$467K -$21.5K -1,224 -5%
MIC
793
Means Investment Company
Maine
$466K
CIC
794
Carnegie Investment Counsel
Ohio
$465K -$63.1K -3,594 -13%
IWP
795
IAG Wealth Partners
Wisconsin
$460K
WN
796
Williams & Novak
California
$458K +$427K +24,342 New
OSAM
797
O'Shaughnessy Asset Management
Connecticut
$457K
CAS
798
Coppell Advisory Solutions
Texas
$455K +$425K +24,201 New
MOS
799
MGO One Seven
Ohio
$451K +$44.7K +2,544 +12%
RFA
800
Resurgent Financial Advisors
Georgia
$451K