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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1426
Cornerstone Planning Group
New Jersey
$84.5K +$3.98K +149 +5%
ME
1427
McIlrath & Eck
Washington
$81.3K +$14.8K +554 +22%
CFS
1428
CGC Financial Services
Oregon
$80.7K – – –
CBT
1429
Crews Bank & Trust
Florida
$80.7K -$1.12K -42 -1%
SIC
1430
SJS Investment Consulting
Ohio
$79.2K – – –
FPF
1431
First Pacific Financial
Washington
$77.9K – – –
ACA
1432
American Capital Advisory
Idaho
$74.1K +$214 +8 +0.3%
CJ
1433
Caitlin John
Michigan
$73.7K – – –
MPWT
1434
MassMutual Private Wealth & Trust
Connecticut
$73.2K – – –
AW
1435
Avion Wealth
Texas
$73K – – –
CNBTD
1436
Citizens National Bank Trust Department
Mississippi
$72.3K – – –
EP
1437
Essential Partners
California
$71.8K +$80 +3 +0.1%
FGAM
1438
Financial Gravity Asset Management
Texas
$71.7K – – –
APW
1439
Atlantic Private Wealth
North Carolina
$69.3K +$68.8K +2,577 New
HIA
1440
Harbor Investment Advisory
Maryland
$68.7K – – –
FFA
1441
Frazier Financial Advisors
Ohio
$65.1K +$1.9K +71 +3%
NL
1442
Navalign LLC
California
$64.7K +$64.2K +2,403 New
HI
1443
Hoey Investments
Pennsylvania
$64.3K – – –
BL
1444
Balentine LLC
Georgia
$63.2K – – –
SIS
1445
Strategic Investment Solutions
Illinois
$63K – – –
DCM
1446
Davis Capital Management
Florida
$62.6K -$53 -2 -0.1%
SWIM
1447
Smallwood Wealth Investment Management
New Jersey
$58.5K -$160 -6 -0.3%
GJIA
1448
Glass Jacobson Investment Advisors
Maryland
$57.4K +$107 +4 +0.2%
FP
1449
Financial Perspectives
Minnesota
$57.3K +$187 +7 +0.3%
SS
1450
Sunbelt Securities
Texas
$56.5K -$1.92K -72 -3%