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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Barrett Asset Management
New York
$451K +$95.9K +10,050 +27%
NFG
252
Nations Financial Group
Iowa
$448K +$81.9K +8,586 +23%
HPWM
253
Highland Private Wealth Management
Washington
$447K -$8.59K -900 -2%
MCWS
254
McKinley Carter Wealth Services
West Virginia
$445K +$170K +17,808 +63%
FAG
255
Financial Advisory Group
Texas
$443K +$439K +46,014 New
AMM
256
American Money Management
California
$435K +$7.21K +756 +2%
UAS
257
United Asset Strategies
New York
$417K +$28.5K +2,988 +7%
MWM
258
Mission Wealth Management
California
$415K
FM
259
Foster & Motley
Ohio
$411K -$20.1K -2,106 -5%
SFG
260
StrategIQ Financial Group
Indiana
$405K -$74.4K -7,800 -16%
TCM
261
Twele Capital Management
Minnesota
$403K +$3.09K +324 +0.8%
FIM
262
Frontier Investment Management
Texas
$397K +$394K +41,274 New
BAC
263
Boys Arnold & Co
North Carolina
$396K -$19.3K -2,028 -5%
CCA
264
Clearwater Capital Advisors
Illinois
$394K -$93.8K -9,834 -19%
Northern Trust
265
Northern Trust
Illinois
$387K -$28.6K -3,000 -7%
SMC
266
Smith, Moore & Co
Missouri
$387K
ICOA
267
Investment Centers of America
North Dakota
$387K +$382K +40,080 New
OIA
268
OneDigital Investment Advisors
Kansas
$381K +$377K +39,552 New
OCM
269
One Capital Management
California
$380K -$98.2K -10,290 -21%
ACM
270
Armbruster Capital Management
New York
$380K
WI
271
Wedgewood Investors
Pennsylvania
$371K
FWCM
272
Ferguson Wellman Capital Management
Oregon
$366K
MWM
273
Marietta Wealth Management
Georgia
$358K -$20K -2,100 -5%
LNWWM
274
Laird Norton Wetherby Wealth Management
California
$354K
SG Americas Securities
275
SG Americas Securities
New York
$353K -$6.63M -694,770 -95%