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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D
876
Diversified
Delaware
– -$920K -53,094 Closed
GA
877
Geller Advisors
New York
– -$918K -52,992 Closed
KP
878
Keel Point
Alabama
– -$805K -46,464 Closed
CWP
879
Capital Wealth Planning
Florida
– -$542K -46,224 Closed
WP
880
WealthShield Partners
North Carolina
– -$697K -40,242 Closed
SPP
881
Single Point Partners
Massachusetts
– -$652K -37,608 Closed
WC
882
Wealth CMT
New Jersey
– -$523K -30,186 Closed
EWA
883
Exencial Wealth Advisors
Oklahoma
– -$428K -24,684 Closed
BWL
884
Beacon Wealthcare LLC
North Carolina
– -$329K -19,020 Closed
SL
885
Savior LLC
Massachusetts
– -$315K -18,150 Closed
CL
886
Choreo LLC
Illinois
– -$265K -15,300 Closed
PCA
887
Pallas Capital Advisors
Massachusetts
– -$256K -14,388 Closed
MCM
888
Maple Capital Management
Vermont
– -$241K -13,368 Closed
ARC
889
Advisor Resource Council
Texas
– -$216K -12,486 Closed
SIAG
890
Signet Investment Advisory Group
Rhode Island
– -$213K -12,300 Closed
SI
891
Shaker Investments
Ohio
– -$204K -11,778 Closed
ST
892
Spinnaker Trust
Maine
– -$203K -11,736 Closed
CWM
893
Cadence Wealth Management
Massachusetts
– -$201K -11,592 Closed
PSIWM
894
Paradigm Strategies in Wealth Management
Minnesota
– -$181K -10,464 Closed
SB
895
Strategic Blueprint
Georgia
– -$177K -10,224 Closed
AC
896
Arjuna Capital
North Carolina
– -$158K -9,120 Closed
EFSCE
897
Enterprise Financial Services Corp (EFSC)
Missouri
– -$71K -4,110 Closed
EVM
898
Eaton Vance Management
Massachusetts
– -$61.5K -3,450 -41%
BBL
899
Beck Bode LLC
Massachusetts
– -$58K -3,348 Closed
EPM
900
Elm Partners Management
Pennsylvania
– -$50K -2,904 Closed