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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
326
Oppenheimer & Co
New York
$914K +$286K +26,604 +41%
MWM
327
Meridian Wealth Management
Kentucky
$905K +$80.8K +7,524 +9%
IAA
328
Independent Advisor Alliance
North Carolina
$895K +$891K +83,010 New
FA
329
Financial Advisors
Massachusetts
$894K +$964K +89,856 New
FAG
330
Financial Advisory Group
Texas
$883K +$395K +36,840 +71%
SF
331
Summit Financial
New Jersey
$876K +$944K +87,990 New
PWM
332
Perigon Wealth Management
California
$871K -$72.4K -6,750 -8%
PA
333
Pinnacle Associates
New York
$868K -$107K -9,972 -10%
AIS
334
American Investment Services
Massachusetts
$866K +$690K +64,290 +282%
BPA
335
Beacon Pointe Advisors
California
$857K +$925K +86,214 New
NFG
336
Nations Financial Group
Iowa
$846K +$56.9K +5,304 +7%
3C
337
361 Capital
Colorado
$843K -$379K -35,310 -29%
PNC Financial Services Group
338
PNC Financial Services Group
Pennsylvania
$838K -$6.31K -588 -0.7%
IFS
339
Ifrah Financial Services
Arkansas
$825K +$15.2K +1,416 +2%
AC
340
Alley Company
Illinois
$812K +$16.1K +1,500 +2%
SP
341
Successful Portfolios
Florida
$803K -$204K -18,978 -19%
CIR
342
Clear Investment Research
Georgia
$803K +$5.99K +558 +0.7%
Calamos Advisors
343
Calamos Advisors
Illinois
$799K +$36.7K +3,420 +4%
BSW
344
Buckingham Strategic Wealth
Missouri
$791K +$286K +26,616 +50%
Deutsche Bank
345
Deutsche Bank
Germany
$787K +$850K +79,152 New
Stifel Financial
346
Stifel Financial
Missouri
$783K +$78.5K +7,314 +10%
FNBT
347
FineMark National Bank & Trust
Florida
$778K -$77K -7,170 -8%
W
348
Wealthquest
Ohio
$776K +$837K +78,018 New
APSI
349
Asset Planning Services Inc
Louisiana
$774K +$32.8K +3,060 +4%
SC
350
Slow Capital
California
$769K +$17.3K +1,608 +2%