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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1001
Curtis Advisory Group
California
– -$204K -13,734 Closed
LGWM
1002
Litman Gregory Wealth Management
California
– -$201K -13,521 Closed
TIA
1003
Tiemann Investment Advisors
California
– -$195K -13,110 Closed
FFWM
1004
Future Financial Wealth Management
Ohio
– -$233K -13,002 Closed
CSPIA
1005
Cary Street Partners Investment Advisory
Virginia
– -$171K -11,514 Closed
AR
1006
Apeiron RIA
Texas
– -$1.61M -10,848 Closed
SIAP
1007
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$96K -6,462 Closed
BW
1008
Bison Wealth
Georgia
– -$91K -6,093 Closed
CA
1009
CoreCap Advisors
Michigan
– -$72K -4,854 Closed
HI
1010
Hoey Investments
Pennsylvania
– -$43K -2,904 Closed
CWP
1011
Concord Wealth Partners
Virginia
– -$34K -2,271 Closed
DI
1012
Disciplined Investments
Oklahoma
– -$27K -1,824 Closed
ACK
1013
Andrew C. Karlinski
– -$19K -1,275 Closed
PH
1014
Pinnacle Holdings
Oklahoma
– -$15.9K -1,071 Closed
MBFW
1015
Morton Brown Family Wealth
Pennsylvania
– -$14K -954 Closed
TCWM
1016
Total Clarity Wealth Management
Illinois
– -$13K -903 Closed
CCM
1017
Chilton Capital Management
Texas
– -$9K -618 Closed
SCA
1018
Stonebridge Capital Advisors
Minnesota
– -$6K -420 Closed
CI
1019
CX Institutional
Indiana
– -$4K -300 Closed
WT
1020
Whittier Trust
California
– -$2K -120 Closed
PFS
1021
Prospera Financial Services
Texas
– -$2K -108 Closed
NL
1022
NVWM LLC
Pennsylvania
– -$1K -84 Closed