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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
1226
Sage Financial Management Group
Virginia
-$18.9M -912,753 Closed
BWM
1227
BCS Wealth Management
Tennessee
-$15.8M -766,014 Closed
LNC
1228
Lincoln National Corp
Pennsylvania
-$6.46M -312,252 Closed
PI
1229
PFG Investments
New York
-$4.88M -235,746 Closed
CBFP
1230
Cedar Brook Financial Partners
Ohio
-$4.7M -227,331 Closed
EF
1231
Empowered Funds
Pennsylvania
-$3.69M -178,161 Closed
EW
1232
Evoke Wealth
California
-$1.09M -52,536 Closed
GM
1233
GeoWealth Management
Illinois
-$901K -43,554 Closed
PPP
1234
Private Portfolio Partners
New Jersey
-$876K -42,348 Closed
SPP
1235
Single Point Partners
Massachusetts
-$656K -31,716 Closed
SCM
1236
Saxony Capital Management
Missouri
-$605K -29,247 Closed
NL
1237
NWAM LLC
Washington
-$532K -26,043 Closed
BMM
1238
Berkshire Money Management
Massachusetts
-$477K -23,070 Closed
TBC
1239
Ted Buchan & Co
California
-$473K -22,860 Closed
DFG
1240
Delta Financial Group
New Jersey
-$470K -22,704 Closed
ACM
1241
Argent Capital Management
Missouri
-$421K -20,370 Closed
LWMNY
1242
Landmark Wealth Management (New York)
New York
-$414K -20,013 Closed
ES
1243
Eagle Strategies
New York
-$393K -18,987 Closed
Susquehanna International Group
1244
Susquehanna International Group
Pennsylvania
-$336K -16,260 Closed
SB
1245
Strategic Blueprint
Georgia
-$286K -13,848 Closed
PCMC
1246
Paragon Capital Management (Colorado)
Colorado
-$244K -11,793 Closed
WA
1247
Wealth Architects
California
-$242K -11,715 Closed
SF
1248
Symphony Financial
Texas
-$242K -11,700 Closed
SIAS
1249
Summit Investment Advisory Services
Minnesota
-$233K -11,280 Closed
SWM
1250
SilverOak Wealth Management
Minnesota
-$230K -11,121 Closed