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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
926
Pasadena Private Wealth
California
$725K
CSIA
927
Carl Stuart Investment Advisor
Texas
$723K
GWM
928
GSB Wealth Management
Connecticut
$721K +$137K +4,803 +24%
AFP
929
ATLas Financial Planning
Georgia
$716K -$22.6K -792 -3%
TM
930
Torren Management
California
$715K -$2.66K -93 -0.4%
MCWS
931
McKinley Carter Wealth Services
West Virginia
$714K -$13.2K -462 -2%
BSI
932
Bennett Selby Investments
Maine
$705K
Wealthfront Advisers
933
Wealthfront Advisers
California
$704K -$156K -5,448 -19%
QCM
934
QRG Capital Management
Illinois
$704K +$97.1K +3,402 +17%
OCA
935
Odyssey Capital Advisors
Pennsylvania
$703K -$13.7K -479 -2%
RCAG
936
Rehmann Capital Advisory Group
Michigan
$702K
DADC
937
D.A. Davidson & Co
Montana
$702K +$101K +3,537 +17%
VBFP
938
Valtinson Bruner Financial Planning
Minnesota
$702K +$1.63K +57 +0.2%
WN
939
Williams & Novak
California
$701K
GFA
940
Gallagher Fiduciary Advisors
Illinois
$698K +$37.4K +1,309 +6%
OC
941
Oarsman Capital
Wisconsin
$694K -$50.3K -1,761 -7%
AWAG
942
ARS Wealth Advisors Group
Florida
$692K +$272K +9,519 +68%
FA
943
Fiduciary Alliance
South Carolina
$691K -$59.2K -2,072 -8%
OFG
944
Oxford Financial Group
Indiana
$690K
PI
945
PFG Investments
New York
$682K +$1.91K +67 +0.3%
CW
946
CreativeOne Wealth
Kansas
$682K -$237K -8,284 -26%
CCP
947
Carmel Capital Partners
California
$663K +$69.4K +2,430 +12%
IWM
948
Immaculate Wealth Management
Arizona
$660K -$9.34K -327 -1%
Vanguard National Trust
949
Vanguard National Trust
Pennsylvania
$659K
FMN
950
Financial Management Network
California
$659K +$1.57K +55 +0.2%