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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
801
Chesapeake Wealth Management
Virginia
$699K – – –
PMFA
802
Plante Moran Financial Advisors
Michigan
$697K -$205K -8,797 -22%
Two Sigma Investments
803
Two Sigma Investments
New York
$683K -$8.58M -368,400 -92%
ISFAN
804
Investor's Fiduciary Advisor Network
Washington
$675K +$224K +9,639 +46%
CA
805
Continuum Advisory
Idaho
$674K -$215K -9,221 -23%
ATI
806
ARK & TLK Investments
Oklahoma
$672K -$9.08K -390 -1%
FBB
807
Fulton Breakefield Broenniman
Maryland
$670K +$1.4K +60 +0.2%
Qube Research & Technologies (QRT)
808
Qube Research & Technologies (QRT)
United Kingdom
$664K -$359K -15,413 -34%
SC
809
Slow Capital
California
$660K -$304K -13,053 -30%
SPP
810
Single Point Partners
Massachusetts
$659K -$16K -689 -2%
BFC
811
Bedel Financial Consulting
Indiana
$658K -$10.5K -452 -1%
TA
812
TrueWealth Advisors
Alabama
$657K – – –
DWA
813
Davis Wealth Advisors
New Hampshire
$655K -$16.6K -715 -2%
YAL
814
Your Advocates Ltd
Texas
$653K +$116K +4,967 +20%
CA
815
Claro Advisors
Massachusetts
$653K +$1.72K +74 +0.3%
WP
816
WealthPLAN Partners
Nebraska
$651K -$14.8K -637 -2%
TWM
817
Tanglewood Wealth Management
Texas
$646K -$15.8K -677 -2%
LRPA
818
L. Roy Papp & Associates
Arizona
$645K – – –
EverSource Wealth Advisors
819
EverSource Wealth Advisors
Alabama
$645K -$210K -9,010 -24%
IIC
820
Ironwood Investment Counsel
Arizona
$644K +$279 +12 +0%
Forvis Mazars Wealth Advisors
821
Forvis Mazars Wealth Advisors
Missouri
$639K +$110K +4,743 +20%
AG
822
Ascent Group
Virginia
$638K +$10.9K +470 +2%
TC
823
TFR Capital
Texas
$631K +$41.9K +1,800 +7%
MAV
824
Mason & Associates (Virginia)
Virginia
$631K – – –
WFA
825
WestHill Financial Advisors
California
$627K – – –