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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
1201
Valley Brook Capital Group
Pennsylvania
$307K +$305K +11,417 New
SLP
1202
Storen Legacy Partners
Indiana
$306K +$304K +11,374 New
BEI
1203
Benjamin Edwards Inc
Missouri
$304K +$53 +2 +0%
EIG
1204
Ellenbecker Investment Group
Wisconsin
$304K -$31K -1,162 -9%
SIAS
1205
Summit Investment Advisory Services
Minnesota
$304K
AWM
1206
Accel Wealth Management
Iowa
$303K +$56K +2,097 +23%
SHWA
1207
Safe Harbor Wealth Advisors
Ohio
$299K +$297K +11,132 New
GM
1208
GeoWealth Management
Illinois
$297K -$20.7K -775 -7%
PWA
1209
Physician Wealth Advisors
Utah
$296K +$1.6K +60 +0.5%
Wealthfront Advisers
1210
Wealthfront Advisers
California
$295K -$216K -8,079 -42%
CICC
1211
Capital Investment Counsel (Colorado)
Colorado
$295K -$4.94K -185 -2%
YWS
1212
Yarger Wealth Strategies
Ohio
$294K +$292K +10,942 New
IFA
1213
Index Fund Advisors
California
$294K
DBIA
1214
Dumont & Blake Investment Advisors
New Jersey
$294K +$374 +14 +0.1%
PW
1215
Pandora Wealth
Illinois
$293K
ODIJL
1216
One Day In July LLC
Vermont
$292K
LOWM
1217
Laurel Oak Wealth Management
New Jersey
$291K +$289K +10,824 New
FIC
1218
Family Investment Center
Missouri
$290K
LWPC
1219
Legacy Wealth Partners (Colorado)
Colorado
$290K +$287K +10,761 New
WHCFA
1220
William Howard & Co Financial Advisors
Tennessee
$289K +$855 +32 +0.3%
QP
1221
Quartz Partners
New York
$288K -$935 -35 -0.3%
WAM
1222
Weatherly Asset Management
California
$286K +$284K +10,645 New
EWM
1223
Elevation Wealth Management
Minnesota
$286K +$284K +10,629 New
AWM
1224
Atticus Wealth Management
Florida
$286K +$284K +10,617 New
SAM
1225
SP Asset Management
California
$285K +$53 +2 +0%