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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$1.99M -$1.09M -100,602 -36%
LCC
252
Lincoln Capital Corp
Rhode Island
$1.97M -$811K -74,808 -30%
SS
253
Simplicity Solutions
Minnesota
$1.95M -$1.16M -106,968 -38%
SWM
254
Stockman Wealth Management
Montana
$1.94M -$22.4K -2,070 -1%
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$1.91M -$491K -45,282 -21%
SWM
256
SeaCrest Wealth Management
New York
$1.9M +$95.2K +8,784 +5%
WWM
257
Western Wealth Management
Colorado
$1.89M -$17.6K -1,620 -1%
Vanguard Capital Wealth Advisors
258
Vanguard Capital Wealth Advisors
Colorado
$1.89M +$804K +74,190 +79%
JWA
259
JFS Wealth Advisors
Pennsylvania
$1.89M +$183K +16,914 +11%
NCM
260
Northwest Capital Management
Oregon
$1.86M -$499K -46,098 -22%
PFA
261
Pinnacle Family Advisors
Missouri
$1.85M -$2.31M -213,060 -57%
Bank of New York Mellon
262
Bank of New York Mellon
New York
$1.83M -$159K -14,700 -8%
GI
263
Gradient Investments
Minnesota
$1.8M -$1.41M -130,524 -45%
FRA
264
Front Row Advisors
California
$1.79M +$2.86K +264 +0.2%
TSWM
265
Triangle Securities Wealth Management
North Carolina
$1.77M +$75.9K +7,008 +5%
APP
266
Avantax Planning Partners
Iowa
$1.76M -$5.23M -482,436 -76%
OAJ
267
Ogorek Anthony Joseph
New York
$1.72M +$96.7K +8,922 +6%
FA
268
Financial Advisors
Massachusetts
$1.72M +$676K +62,430 +69%
AI
269
Atria Investments
North Carolina
$1.7M +$103K +9,522 +7%
BCP
270
Blackhawk Capital Partners
Wisconsin
$1.67M -$863K -79,644 -35%
SIAS
271
Shine Investment Advisory Services
Colorado
$1.67M +$182K +16,788 +13%
VDFA
272
Vickerman & Driscoll Financial Advisors
Washington
$1.65M -$265K -24,468 -14%
KWM
273
Kingsview Wealth Management
Oregon
$1.63M +$40.3K +3,720 +3%
MML Investors Services
274
MML Investors Services
Massachusetts
$1.55M -$8.91K -822 -0.6%
ACA
275
Aptus Capital Advisors
Alabama
$1.55M +$1.49M +137,394 New