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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
351
Oppenheimer & Co
New York
$1.1M -$17.7K -1,506 -2%
PFM
352
Phillips Financial Management
Indiana
$1.09M +$30K +2,544 +3%
LWAC
353
Laurel Wealth Advisors (California)
California
$1.07M +$202K +17,142 +23%
AIS
354
American Investment Services
Massachusetts
$1.07M
MWM
355
Meridian Wealth Management
Kentucky
$1.06M +$6.15K +522 +0.6%
RPGK
356
Retirement Planning Group (Kansas)
Kansas
$1.06M -$137K -11,646 -11%
SWP
357
Stratos Wealth Partners
Ohio
$1.05M -$51.8K -4,398 -5%
BFG
358
Bouchey Financial Group
New York
$1.05M -$36.5K -3,096 -3%
TWM
359
Tanglewood Wealth Management
Texas
$1.04M
APSI
360
Asset Planning Services Inc
Louisiana
$1.04M +$43.8K +3,720 +4%
SP
361
Successful Portfolios
Florida
$1.03M +$23.8K +2,022 +2%
AC
362
Alley Company
Illinois
$1.02M -$34.2K -2,898 -3%
IFS
363
Ifrah Financial Services
Arkansas
$1.02M +$44.4K +3,768 +5%
SC
364
Slow Capital
California
$1.01M +$6.79K +576 +0.7%
CW
365
CreativeOne Wealth
Kansas
$1.01M +$21.8K +1,854 +2%
GM
366
GeoWealth Management
Illinois
$1.01M +$1.01M +85,428 New
PSUF
367
People's United Financial
Connecticut
$1.01M -$26.8K -2,274 -3%
PNC Financial Services Group
368
PNC Financial Services Group
Pennsylvania
$999K -$90.7K -7,698 -8%
PWM
369
Perigon Wealth Management
California
$982K +$9.83K +834 +1%
BJL
370
Brighton Jones LLC
Washington
$979K +$4.95K +420 +0.5%
TCM
371
Twele Capital Management
Minnesota
$945K +$919 +78 +0.1%
PA
372
Pinnacle Associates
New York
$920K -$64.6K -5,478 -7%
Koshinski Asset Management
373
Koshinski Asset Management
Illinois
$914K +$49.7K +4,218 +6%
Nomura Asset Management
374
Nomura Asset Management
Japan
$911K +$175K +14,808 +24%
Calamos Advisors
375
Calamos Advisors
Illinois
$894K -$44.8K -3,804 -5%