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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RGF
1001
Retirement Guys Formula
Ohio
$510K +$12.4K +463 +3%
Members Trust
1002
Members Trust
Florida
$506K
SWA
1003
Stratos Wealth Advisors
Ohio
$506K -$21.5K -805 -4%
CCA
1004
Cadent Capital Advisors
Oklahoma
$505K +$267 +10 +0.1%
NB
1005
NBT Bank
New York
$505K +$27 +1 +4%
AFA
1006
Arlington Financial Advisors
California
$504K +$1.47K +55 +0.3%
RIL
1007
Rothschild Investment LLC
Illinois
$500K +$155K +5,820 +46%
RRA
1008
Round Rock Advisors
Connecticut
$500K
TWP
1009
Triad Wealth Partners
Kansas
$499K -$17.4K -650 -3%
Fisher Asset Management
1010
Fisher Asset Management
Washington
$497K -$630K -23,572 -56%
GAM
1011
GEM Asset Management
Michigan
$496K +$80 +3 +0%
WPW
1012
Waldron Private Wealth
Pennsylvania
$494K -$25.1K -940 -5%
GWA
1013
Geometric Wealth Advisors
District of Columbia
$493K +$15.2K +569 +3%
HCP
1014
Hexagon Capital Partners
Arkansas
$493K +$55K +2,060 +13%
LWM
1015
Liberty Wealth Management
California
$491K +$488K +18,271 New
PB
1016
Pinnacle Bancorp
Nebraska
$489K
RIM
1017
Rockbridge Investment Management
New York
$489K -$198K -7,426 -29%
BRIA
1018
Balanced Rock Investment Advisors
Massachusetts
$488K
PFA
1019
Pathway Financial Advisors
Vermont
$488K
MWM
1020
MBE Wealth Management
Wisconsin
$485K -$5.21K -195 -1%
RA
1021
RFG Advisory
Alabama
$481K -$49.9K -1,867 -9%
BAM
1022
Bellevue Asset Management
Washington
$479K +$214 +8 +0%
FFM
1023
Forum Financial Management
Illinois
$478K -$1.28K -48 -0.3%
DP
1024
DDD Partners
Washington
$478K -$2.14K -80 -0.4%
TA
1025
TPG Advisors
Illinois
$477K -$3.6K -135 -0.8%