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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
276
Triangle Securities Wealth Management
North Carolina
$1.5M +$247K +23,034 +18%
IC
277
InterOcean Capital
Illinois
$1.5M +$773K +71,988 +92%
OAJ
278
Ogorek Anthony Joseph
New York
$1.43M +$1.55M +144,006 New
BFM
279
Broadview Financial Management
Wisconsin
$1.43M -$54.4K -5,070 -3%
OFG
280
Oxford Financial Group
Indiana
$1.42M +$16.1K +1,500 +1%
TWM
281
Tanglewood Wealth Management
Texas
$1.42M +$1.54M +143,034 New
AI
282
Atria Investments
North Carolina
$1.41M -$20K -1,860 -1%
KWM
283
Kingsview Wealth Management
Oregon
$1.4M +$108K +10,062 +8%
MML Investors Services
284
MML Investors Services
Massachusetts
$1.38M -$2.01M -187,740 -58%
CIM
285
Contravisory Investment Management
Massachusetts
$1.34M +$1.42M +132,516 +5,634%
SBH
286
Segall Bryant & Hamill
Illinois
$1.34M -$48.2K -4,494 -3%
DSA
287
Droms Strauss Advisors
Missouri
$1.33M +$1.43M +133,380 New
SIA
288
Starfire Investment Advisers
Michigan
$1.32M +$321K +29,892 +29%
SIAS
289
Shine Investment Advisory Services
Colorado
$1.31M +$257K +23,964 +22%
ACM
290
AlphaStar Capital Management
North Carolina
$1.29M +$655K +61,050 +89%
AC
291
Abbrea Capital
California
$1.29M +$1.39M +129,324 New
MFT
292
Moisand Fitzgerald Tamayo
Florida
$1.28M +$135K +12,624 +11%
PA
293
PFG Advisors
Arizona
$1.26M +$292K +27,180 +31%
VF
294
Virtu Financial
New York
$1.24M +$1.33M +124,248 New
HI
295
Human Investing
Oregon
$1.23M +$1.33M +124,038 New
AMG
296
Asset Management Group
Connecticut
$1.23M +$20K +1,860 +2%
VCM
297
Vivaldi Capital Management
Illinois
$1.23M -$109K -10,158 -8%
UAS
298
United Asset Strategies
New York
$1.22M +$1.13M +105,006 +582%
PA
299
Parallel Advisors
California
$1.2M +$265K +24,684 +26%
CFMC
300
Curbstone Financial Management Corp
New Hampshire
$1.16M +$99.8K +9,300 +9%