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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
MinichMacGregor Wealth Management
New York
$3.34M -$3.1M -204,915 -48%
BI
327
Berkeley Inc
Idaho
$3.3M +$8.13K +537 +0.2%
MCM
328
Mitchell Capital Management
Kansas
$3.27M -$44.1K -2,913 -1%
B
329
Bailard
California
$3.26M -$26.2K -1,731 -0.8%
CBFP
330
Cedar Brook Financial Partners
Ohio
$3.24M +$172K +11,376 +6%
WAG
331
Winthrop Advisory Group
Massachusetts
$3.2M +$751K +49,611 +30%
IAN
332
Integrated Advisors Network
Texas
$3.2M -$40.9K -2,703 -1%
MTIC
333
Missouri Trust & Investment Company
Missouri
$3.19M -$198K -13,059 -6%
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$3.18M -$68.3K -4,509 -2%
WOC
335
West Oak Capital
California
$3.17M +$115K +7,620 +4%
SEEDPG
336
S.E.E.D. Planning Group
New York
$3.13M -$232K -15,312 -7%
CWM
337
Cabot Wealth Management
Massachusetts
$3.11M -$1.21M -80,091 -28%
MWA
338
Martel Wealth Advisors
Washington
$3.07M -$9.27M -612,561 -75%
MWM
339
Mission Wealth Management
California
$3.05M +$21.4K +1,416 +0.7%
WCFA
340
Walkner Condon Financial Advisors
Wisconsin
$3.03M +$767K +50,700 +34%
PGFC
341
Peapack-Gladstone Financial Corp
New Jersey
$3.03M +$23.9K +1,581 +0.8%
MWM
342
Merriman Wealth Management
Washington
$3.03M -$1.82K -120 -0.1%
SWP
343
Stratos Wealth Partners
Ohio
$3.01M +$1.38M +90,861 +83%
BAM
344
Baldrige Asset Management
Pennsylvania
$2.96M +$153K +10,134 +5%
NCM
345
Next Capital Management
New York
$2.92M +$32.9K +2,172 +1%
AFP
346
Ausdal Financial Partners
Iowa
$2.89M -$130K -8,610 -4%
RJA
347
Raymond James & Associates
Florida
$2.89M +$53.6K +3,543 +2%
WWM
348
Western Wealth Management
Colorado
$2.88M -$1.96M -129,615 -40%
SAF
349
Smith Anglin Financial
Texas
$2.87M -$110K -7,254 -4%
Goldman Sachs
350
Goldman Sachs
New York
$2.87M +$888K +58,662 +44%