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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Waldron Private Wealth
926
Waldron Private Wealth
Pennsylvania
$509K – – –
UCI
927
Uncommon Cents Investing
Wisconsin
$507K +$166K +6,525 +51%
TWP
928
Triad Wealth Partners
Kansas
$505K -$80.1K -3,153 -14%
Wealthfront Advisers
929
Wealthfront Advisers
California
$502K +$484K +19,040 New
NB
930
NBT Bank
New York
$499K -$479K -18,852 -100%
Members Trust
931
Members Trust
Florida
$495K – – –
CCA
932
Cadent Capital Advisors
Oklahoma
$494K +$254 +10 +0.1%
AFA
933
Arlington Financial Advisors
California
$492K -$7.31K -288 -2%
MIC
934
Means Investment Company
Maine
$490K – – –
RRA
935
Round Rock Advisors
Connecticut
$489K +$5.1K +201 +1%
GBWM
936
Granite Bay Wealth Management
New Hampshire
$488K -$311K -12,255 -40%
RGF
937
Retirement Guys Formula
Ohio
$487K -$24.6K -969 -5%
JSA
938
Jim Saulnier & Associates
Colorado
$487K +$469K +18,475 New
BW
939
Basepoint Wealth
Iowa
$486K +$1.32K +52 +0.3%
GAM
940
GEM Asset Management
Michigan
$482K +$6.07K +239 +1%
Vident Advisory
941
Vident Advisory
Georgia
$481K – – –
MWM
942
MBE Wealth Management
Wisconsin
$480K -$5K -197 -1%
Davenport & Co
943
Davenport & Co
Virginia
$479K +$119K +4,678 +35%
PB
944
Pinnacle Bancorp
Nebraska
$478K – – –
BRIA
945
Balanced Rock Investment Advisors
Massachusetts
$478K -$152 -6 -0%
DP
946
DDD Partners
Washington
$470K -$12.5K -492 -3%
TA
947
TPG Advisors
Illinois
$470K +$330 +13 +0.1%
ESB
948
Essex Savings Bank
Connecticut
$470K -$29.8K -1,173 -6%
PFA
949
Pathway Financial Advisors
Vermont
$470K – – –
Forum Financial Management
950
Forum Financial Management
Illinois
$469K +$3.15K +124 +0.7%