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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
851
Fisher Asset Management
Washington
$642K -$310K -13,724 -34%
BWM
852
BlackDiamond Wealth Management
New York
$640K -$18.3K -811 -3%
RCAG
853
Rehmann Capital Advisory Group
Michigan
$639K +$52.2K +2,310 +10%
GA
854
Goldstein Advisors
Wisconsin
$637K +$2.04K +90 +0.3%
HIM
855
Harbour Investment Management
Washington
$636K
First Trust Advisors
856
First Trust Advisors
Illinois
$633K +$585K +25,887 New
VBFP
857
Valtinson Bruner Financial Planning
Minnesota
$633K -$6.44K -285 -1%
HIC
858
Hartline Investment Corp
Illinois
$632K
EFA
859
Evernest Financial Advisors
Indiana
$630K +$995 +44 +0.2%
SC
860
Slow Capital
California
$627K -$96.1K -4,249 -14%
GC
861
Gibson Capital
Pennsylvania
$626K -$278K -12,316 -32%
RIM
862
Rockbridge Investment Management
New York
$625K +$1.45K +64 +0.3%
CIA
863
Cape Investment Advisory
Georgia
$621K -$5.04K -223 -0.9%
AWA
864
Aaron Wealth Advisors
Illinois
$618K +$98.6K +4,363 +21%
PPW
865
Pasadena Private Wealth
California
$618K +$14.3K +634 +3%
VPP
866
Vertex Planning Partners
Illinois
$612K
GIA
867
GHP Investment Advisors
Colorado
$607K +$565 +25 +0.1%
WA
868
Whipplewood Advisors
Colorado
$606K +$494K +21,830 +739%
CAM
869
Clark Asset Management
New Hampshire
$601K +$556K +24,594 New
MCCP
870
Mission Creek Capital Partners
California
$600K
LWMNY
871
Landmark Wealth Management (New York)
New York
$595K +$115K +5,104 +27%
WN
872
Williams & Novak
California
$593K
OCM
873
One Capital Management
California
$591K -$2.45M -108,158 -82%
CP
874
Capital Planning
Washington
$588K +$213K +9,419 +64%
AIM
875
Acropolis Investment Management
Missouri
$586K