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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1401
Kerr Financial Planning
California
$10.6K +$10.1K +398 New
RF
1402
Robinswood Financial
Washington
$10.2K – – –
OHWP
1403
Oak Harbor Wealth Partners
North Carolina
$9.64K +$8.84K +348 +1,933%
PA
1404
Pineridge Advisors
Missouri
$9.4K – – –
KG
1405
Kilter Group
New York
$9.22K +$178 +7 +2%
QCG
1406
Quadrant Capital Group
Ohio
$8.54K +$8.23K +324 New
TWC
1407
TD Waterhouse Canada
Ontario, Canada
$7.93K – – –
AA
1408
Atmos Advisory
Pennsylvania
$7.77K – – –
AIP
1409
Ameritas Investment Partners
Nebraska
$7.36K – – –
PPA
1410
Painted Porch Advisors
California
$6.64K – – –
MIM
1411
MTM Investment Management
South Carolina
$6.32K – – –
TF
1412
Tompkins Financial
New York
$6.24K – – –
HWM
1413
Hemington Wealth Management
Virginia
$6K – – –
GWS
1414
Greykasell Wealth Strategies
California
$5.93K – – –
T
1415
Tidemark
California
$5.85K – – –
SRCM
1416
Signature Resources Capital Management
California
$5.77K +$5.56K +219 New
DWA
1417
Delos Wealth Advisors
Texas
$5.64K +$5.43K +214 New
SC
1418
Solstein Capital
California
$5.37K – – –
HWP
1419
Highline Wealth Partners
California
$5.21K – – –
CVM
1420
Cheviot Value Management
California
$5.21K +$25 +1 +0.5%
DFC
1421
DB Fitzpatrick & Co
Idaho
$5.19K +$990 +39 +25%
CCM
1422
Cloud Capital Management
Washington
$5K +$4.95K +195 New
VEA
1423
Virtus ETF Advisers
New York
$4.82K +$330 +13 +8%
UFPG
1424
United Financial Planning Group
New York
$4.43K +$4.27K +168 New
NRWA
1425
North Ridge Wealth Advisors
Oregon
$4.21K – – –