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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFA
851
Evernest Financial Advisors
Indiana
$568K +$1.05K +45 +0.2%
JWCA
852
J.W. Cole Advisors
Florida
$566K -$1.01M -43,296 -63%
CIA
853
Cape Investment Advisory
Georgia
$566K -$66.5K -2,855 -10%
FA
854
Fiduciary Alliance
South Carolina
$565K +$20.9K +899 +4%
RIM
855
Rockbridge Investment Management
New York
$563K -$13K -560 -2%
RFG Advisory
856
RFG Advisory
Alabama
$556K -$569K -24,463 -49%
CreativeOne Wealth
857
CreativeOne Wealth
Kansas
$555K +$75K +3,221 +15%
Citizens Financial Group
858
Citizens Financial Group
Rhode Island
$553K +$675 +29 +0.1%
VPP
859
Vertex Planning Partners
Illinois
$553K +$23 +1 +0%
WG
860
Wealth Group
North Carolina
$552K +$26.7K +1,145 +5%
Arkadios Wealth Advisors
861
Arkadios Wealth Advisors
Georgia
$551K +$581K +24,954 New
Huntington National Bank
862
Huntington National Bank
Ohio
$550K – – –
GIA
863
GHP Investment Advisors
Colorado
$548K -$34.1K -1,464 -6%
MCCP
864
Mission Creek Capital Partners
California
$548K – – –
Brooklyn Investment Group
865
Brooklyn Investment Group
New York
$547K +$544K +23,386 +1,689%
PPW
866
Pasadena Private Wealth
California
$544K +$574K +24,639 New
DFG
867
Delta Financial Group
New Jersey
$544K – – –
Gradient Investments
868
Gradient Investments
Minnesota
$540K +$570K +24,470 New
MIM
869
Moseley Investment Management
Florida
$540K -$38K -1,632 -6%
FWS
870
FinDec Wealth Services
California
$538K -$838K -36,002 -60%
WN
871
Williams & Novak
California
$538K – – –
AIM
872
Acropolis Investment Management
Missouri
$530K – – –
RCAG
873
Rehmann Capital Advisory Group
Michigan
$526K -$8.54K -367 -2%
RFA
874
Resurgent Financial Advisors
Georgia
$525K – – –
PWM
875
Penobscot Wealth Management
Maine
$513K -$214K -9,208 -28%