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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1001
Collective Family Office
Pennsylvania
$364K – – –
Envestnet Portfolio Solutions
1002
Envestnet Portfolio Solutions
Illinois
$364K +$366K +15,698 New
NEWAS
1003
N.E.W. Advisory Services
Wisconsin
$363K +$256 +11 +0.1%
AGP
1004
Aspire Growth Partners
Florida
$359K +$361K +15,473 New
AL
1005
ACAS LLC
California
$356K +$17.3K +741 +5%
Arax Advisory Partners
1006
Arax Advisory Partners
Colorado
$355K +$298K +12,767 +499%
GA
1007
GoalVest Advisory
New York
$355K – – –
WCM
1008
Weik Capital Management
Pennsylvania
$355K +$5.83K +250 +2%
CF
1009
Centaurus Financial
California
$353K -$55.8K -2,393 -14%
DIS
1010
Diversified Investment Strategies
Louisiana
$353K -$12.5K -535 -3%
SIAS
1011
Summit Investment Advisory Services
Minnesota
$350K – – –
BIP Wealth
1012
BIP Wealth
Georgia
$349K +$351K +15,060 New
FLA
1013
Financial Life Advisors
Texas
$348K – – –
RBC
1014
Romano Brothers & Co
Illinois
$348K – – –
SSA
1015
Sierra Summit Advisors
Nevada
$348K -$16.2K -695 -4%
Diversified Trust
1016
Diversified Trust
Tennessee
$346K – – –
SS
1017
Sound Stewardship
Kansas
$343K +$466 +20 +0.1%
Index Fund Advisors
1018
Index Fund Advisors
California
$343K +$256 +11 +0.1%
Koshinski Asset Management
1019
Koshinski Asset Management
Illinois
$341K -$5.45K -234 -2%
WW
1020
Westshore Wealth
California
$341K +$1.09K +47 +0.3%
FA
1021
FC Advisory
Pennsylvania
$339K -$34.9K -1,498 -9%
Millennium Management
1022
Millennium Management
New York
$339K +$341K +14,613 New
FC
1023
Fusion Capital
South Carolina
$336K -$4.17K -179 -1%
Huntington National Bank
1024
Huntington National Bank
Ohio
$334K – – –
WHC
1025
Wulff, Hansen & Co
California
$333K +$111K +4,745 +66%