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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1001
MKT Advisors
California
-$203K -12,954 Closed
WA
1002
Wealth Architects
California
-$232K -12,951 Closed
MCM
1003
Morton Capital Management
California
-$231K -12,870 Closed
AIIMS
1004
Analyst IMS Investment Management Services
Israel
-$226K -12,600 Closed
HCM
1005
HM Capital Management
Missouri
-$223K -12,402 Closed
PAMG
1006
Patton Albertson Miller Group
Tennessee
-$219K -12,207 Closed
HWA
1007
Heartwood Wealth Advisors
Virginia
-$218K -12,150 Closed
RWA
1008
Redhawk Wealth Advisors
Minnesota
-$217K -12,099 Closed
SL
1009
Summitry LLC
California
-$215K -11,970 Closed
FM
1010
Foster & Motley
Ohio
-$214K -11,910 Closed
FEG
1011
Fund Evaluation Group
Ohio
-$213K -11,874 Closed
BSSFA
1012
Baron Silver Stevens Financial Advisors
Florida
-$207K -11,544 Closed
SW
1013
SteelPeak Wealth
California
-$207K -11,508 Closed
GP
1014
Girard Partners
Pennsylvania
-$205K -11,466 Closed
WIP
1015
WealthCare Investment Partners
Rhode Island
-$201K -11,421 Closed
WJWM
1016
Williams Jones Wealth Management
New York
-$204K -11,385 Closed
AFA
1017
AllGen Financial Advisors
Florida
-$203K -11,319 Closed
CWM
1018
Cadence Wealth Management
Massachusetts
-$202K -11,235 Closed
CL
1019
Choreo LLC
Illinois
-$201K -11,217 Closed
FFA
1020
Freedman Financial Associates
Massachusetts
-$161K -8,886 Closed
SCA
1021
Sandy Cove Advisors
Massachusetts
-$135K -7,500 Closed
LSA
1022
Lansing Street Advisors
Pennsylvania
-$68K -3,858 Closed
GT
1023
Glenmede Trust
Pennsylvania
-$57K -3,210 Closed
EPM
1024
Elm Partners Management
Pennsylvania
-$52K -2,904 Closed
SLWA
1025
San Luis Wealth Advisors
California
-$37K -978 Closed