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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
926
WealthPLAN Partners
Nebraska
$750K -$133K -4,658 -15%
IA
927
Integrity Alliance
Iowa
$744K +$413K +14,456 +134%
AIM
928
Acropolis Investment Management
Missouri
$739K – – –
MCC
929
Money Concepts Capital
Florida
$734K +$2.34K +82 +0.3%
RIS
930
Retirement Income Solutions
Michigan
$730K – – –
MMCM
931
Murphy & Mullick Capital Management
New York
$726K +$471K +16,500 +202%
GC
932
Gibson Capital
Pennsylvania
$725K -$11.4K -400 -2%
PPW
933
Pasadena Private Wealth
California
$725K – – –
CSIA
934
Carl Stuart Investment Advisor
Texas
$723K – – –
GWM
935
GSB Wealth Management
Connecticut
$721K +$137K +4,803 +24%
AFP
936
ATLas Financial Planning
Georgia
$716K -$22.6K -792 -3%
TM
937
Torren Management
California
$715K -$2.66K -93 -0.4%
MCWS
938
McKinley Carter Wealth Services
West Virginia
$714K -$13.2K -462 -2%
BSI
939
Bennett Selby Investments
Maine
$705K – – –
Wealthfront Advisers
940
Wealthfront Advisers
California
$704K -$156K -5,448 -19%
QCM
941
QRG Capital Management
Illinois
$704K +$97.1K +3,402 +17%
OCA
942
Odyssey Capital Advisors
Pennsylvania
$703K -$13.7K -479 -2%
RCAG
943
Rehmann Capital Advisory Group
Michigan
$702K – – –
DADC
944
D.A. Davidson & Co
Montana
$702K +$101K +3,537 +17%
VBFP
945
Valtinson Bruner Financial Planning
Minnesota
$702K +$1.63K +57 +0.2%
WN
946
Williams & Novak
California
$701K – – –
GFA
947
Gallagher Fiduciary Advisors
Illinois
$698K +$37.4K +1,309 +6%
OC
948
Oarsman Capital
Wisconsin
$694K -$50.3K -1,761 -7%
AWAG
949
ARS Wealth Advisors Group
Florida
$692K +$272K +9,519 +68%
FA
950
Fiduciary Alliance
South Carolina
$691K -$59.2K -2,072 -8%