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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
926
Triad Wealth Partners
Kansas
$505K -$80.1K -3,153 -14%
Wealthfront Advisers
927
Wealthfront Advisers
California
$502K +$484K +19,040 New
NB
928
NBT Bank
New York
$499K -$479K -18,852 -100%
Members Trust
929
Members Trust
Florida
$495K
CCA
930
Cadent Capital Advisors
Oklahoma
$494K +$254 +10 +0.1%
AFA
931
Arlington Financial Advisors
California
$492K -$7.31K -288 -2%
MIC
932
Means Investment Company
Maine
$490K
RRA
933
Round Rock Advisors
Connecticut
$489K +$5.1K +201 +1%
GBWM
934
Granite Bay Wealth Management
New Hampshire
$488K -$311K -12,255 -40%
RGF
935
Retirement Guys Formula
Ohio
$487K -$24.6K -969 -5%
JSA
936
Jim Saulnier & Associates
Colorado
$487K +$469K +18,475 New
BW
937
Basepoint Wealth
Iowa
$486K +$1.32K +52 +0.3%
GAM
938
GEM Asset Management
Michigan
$482K +$6.07K +239 +1%
VA
939
Vident Advisory
Georgia
$481K
MWM
940
MBE Wealth Management
Wisconsin
$480K -$5K -197 -1%
DC
941
Davenport & Co
Virginia
$479K +$119K +4,678 +35%
PB
942
Pinnacle Bancorp
Nebraska
$478K
BRIA
943
Balanced Rock Investment Advisors
Massachusetts
$478K -$152 -6 -0%
DP
944
DDD Partners
Washington
$470K -$12.5K -492 -3%
TA
945
TPG Advisors
Illinois
$470K +$330 +13 +0.1%
ESB
946
Essex Savings Bank
Connecticut
$470K -$29.8K -1,173 -6%
PFA
947
Pathway Financial Advisors
Vermont
$470K
FFM
948
Forum Financial Management
Illinois
$469K +$3.15K +124 +0.7%
BAM
949
Bellevue Asset Management
Washington
$469K +$356 +14 +0.1%
GWA
950
Geometric Wealth Advisors
District of Columbia
$467K