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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
876
Acropolis Investment Management
Missouri
$586K – – –
MIM
877
Moseley Investment Management
Florida
$585K -$11.3K -500 -2%
RFA
878
Resurgent Financial Advisors
Georgia
$581K – – –
CGL
879
Clarius Group LLC
Washington
$580K +$536K +23,712 New
PAW
880
Plan A Wealth
Nebraska
$573K +$155K +6,868 +41%
RFP
881
Root Financial Partners
California
$571K -$228K -10,076 -30%
First Manhattan
882
First Manhattan
New York
$565K – – –
PI
883
PFG Investments
New York
$559K +$517K +22,876 New
TBC
884
Ted Buchan & Co
California
$559K +$517K +22,860 New
G
885
Gainplan
Michigan
$558K -$313K -13,837 -38%
FFA
886
Fragasso Financial Advisors
Pennsylvania
$557K +$475 +21 +0.1%
PK
887
Pflug Koory
Nebraska
$554K +$12.6K +557 +3%
FMN
888
Financial Management Network
California
$551K -$40.7K -1,799 -7%
PWA
889
Physician Wealth Advisors
Utah
$549K – – –
CPA
890
Compass Planning Associates
Massachusetts
$548K +$1.49K +66 +0.3%
TWP
891
Triad Wealth Partners
Kansas
$546K +$106K +4,677 +26%
BWM
892
Boyd Wealth Management
California
$545K +$505K +22,318 New
HFS
893
Heritage Financial Services
Massachusetts
$544K – – –
PA
894
Parkside Advisors
California
$543K – – –
GFA
895
Gallagher Fiduciary Advisors
Illinois
$534K -$2.1K -93 -0.4%
GCP
896
Gill Capital Partners
Colorado
$532K -$588 -26 -0.1%
KWA
897
Kingswood Wealth Advisors
California
$531K +$13.6K +602 +3%
AP
898
Aspect Partners
Virginia
$528K – – –
C
899
Certuity
Florida
$522K +$136 +6 +0%
FCB
900
First County Bank
Connecticut
$522K -$20.3K -900 -4%