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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
851
Cape Investment Advisory
Georgia
$566K -$66.5K -2,855 -10%
FA
852
Fiduciary Alliance
South Carolina
$565K +$20.9K +899 +4%
RIM
853
Rockbridge Investment Management
New York
$563K -$13K -560 -2%
RA
854
RFG Advisory
Alabama
$556K -$569K -24,463 -49%
CW
855
CreativeOne Wealth
Kansas
$555K +$75K +3,221 +15%
CFG
856
Citizens Financial Group
Rhode Island
$553K +$675 +29 +0.1%
VPP
857
Vertex Planning Partners
Illinois
$553K +$23 +1 +0%
WG
858
Wealth Group
North Carolina
$552K +$26.7K +1,145 +5%
AWA
859
Arkadios Wealth Advisors
Georgia
$551K +$581K +24,954 New
HNB
860
Huntington National Bank
Ohio
$550K
GIA
861
GHP Investment Advisors
Colorado
$548K -$34.1K -1,464 -6%
MCCP
862
Mission Creek Capital Partners
California
$548K
BIG
863
Brooklyn Investment Group
New York
$547K +$544K +23,386 +1,689%
PPW
864
Pasadena Private Wealth
California
$544K +$574K +24,639 New
DFG
865
Delta Financial Group
New Jersey
$544K
GI
866
Gradient Investments
Minnesota
$540K +$570K +24,470 New
MIM
867
Moseley Investment Management
Florida
$540K -$38K -1,632 -6%
FWS
868
FinDec Wealth Services
California
$538K -$838K -36,002 -60%
WN
869
Williams & Novak
California
$538K
AIM
870
Acropolis Investment Management
Missouri
$530K
RCAG
871
Rehmann Capital Advisory Group
Michigan
$526K -$8.54K -367 -2%
RFA
872
Resurgent Financial Advisors
Georgia
$525K
PWM
873
Penobscot Wealth Management
Maine
$513K -$214K -9,208 -28%
First Manhattan
874
First Manhattan
New York
$510K
PP
875
PDS Planning
Ohio
$510K +$538K +23,097 New