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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
1226
Ketron Financial
California
$280K +$292K +10,901 New
WB
1227
Webster Bank
Connecticut
$279K -$16.6K -620 -5%
FFG
1228
Fortem Financial Group
California
$279K -$19.3K -720 -6%
ODIJL
1229
One Day In July LLC
Vermont
$278K – – –
IA
1230
Integrity Alliance
Iowa
$277K +$290K +10,812 New
FIC
1231
Family Investment Center
Missouri
$276K – – –
LWPC
1232
Legacy Wealth Partners (Colorado)
Colorado
$276K – – –
WHCFA
1233
William Howard & Co Financial Advisors
Tennessee
$276K +$858 +32 +0.3%
CAAS
1234
Capital Asset Advisory Services
Michigan
$275K +$264K +9,848 New
CIM
1235
Cambria Investment Management
California
$275K -$86.1K -3,209 -23%
Empowered Funds
1236
Empowered Funds
Pennsylvania
$275K +$287K +10,706 New
CICC
1237
Capital Investment Counsel (Colorado)
Colorado
$273K -$8.02K -299 -3%
WAM
1238
Weatherly Asset Management
California
$273K – – –
MSR
1239
Main Street Research
Connecticut
$273K +$21.5K +800 +8%
SAM
1240
SP Asset Management
California
$272K +$27 +1 +0%
BFG
1241
Beacon Financial Group
Texas
$272K +$19.6K +732 +7%
Bogart Wealth LLC
1242
Bogart Wealth LLC
Virginia
$272K +$671 +25 +0.2%
Accredited Investors
1243
Accredited Investors
Minnesota
$271K +$188 +7 +0.1%
SC
1244
Syon Capital
California
$271K – – –
WCM
1245
WealthBridge Capital Management
Ohio
$270K +$617 +23 +0.2%
GWAM
1246
Guardian Wealth Advisors (Minnesota)
Minnesota
$270K +$4.78K +178 +2%
IIA
1247
Integrity Investment Advisors
Colorado
$270K -$1.57M -58,501 -85%
EFM
1248
Eley Financial Management
Vermont
$269K – – –
SFC
1249
Swisher Financial Concepts
Ohio
$269K +$281K +10,472 New
Haverford Trust Company
1250
Haverford Trust Company
Pennsylvania
$268K +$280K +10,446 New