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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
351
Physician Wealth Advisors
Utah
$1.37M -$13.1K -1,128 -1%
LWM
352
Laidlaw Wealth Management
New York
$1.37M +$119K +10,206 +10%
APG
353
Abacus Planning Group
South Carolina
$1.36M -$6.64K -570 -0.5%
KM
354
Kalos Management
Georgia
$1.36M -$108K -9,252 -8%
FCI
355
Financial Counselors Inc
Kansas
$1.35M
CIC
356
Carnegie Investment Counsel
Ohio
$1.35M +$14.5K +1,242 +1%
OC
357
Oppenheimer & Co
New York
$1.35M +$80.8K +6,930 +7%
SP
358
Successful Portfolios
Florida
$1.33M -$508K -43,614 -29%
MML Investors Services
359
MML Investors Services
Massachusetts
$1.31M +$400K +34,296 +48%
AIS
360
American Investment Services
Massachusetts
$1.28M -$115K -9,882 -9%
MFT
361
Moisand Fitzgerald Tamayo
Florida
$1.28M -$42.6K -3,654 -3%
SCM
362
Spreng Capital Management
Ohio
$1.27M -$2.32M -199,002 -66%
CA
363
Capital Advantage
California
$1.26M -$58.2K -4,992 -5%
DP
364
DDD Partners
Washington
$1.26M +$1.19M +102,018 New
GAM
365
Garrison Asset Management
Arkansas
$1.25M +$2.31K +198 +0.2%
APSI
366
Asset Planning Services Inc
Louisiana
$1.24M +$153K +13,110 +15%
G
367
Gainplan
Michigan
$1.24M -$54K -4,632 -4%
ASN
368
Advisory Services Network
Georgia
$1.22M -$55.2K -4,740 -5%
GSIS
369
Global Strategic Investment Solutions
Arizona
$1.19M +$3.36K +288 +0.3%
CCWA
370
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M +$1.11M +95,040 New
NFG
371
Nations Financial Group
Iowa
$1.16M
OMC
372
Old Mission Capital
Illinois
$1.15M +$1.08M +92,826 New
PA
373
PFG Advisors
Arizona
$1.13M -$66.4K -5,694 -6%
ACM
374
AlphaStar Capital Management
North Carolina
$1.1M -$685K -58,776 -41%
SBH
375
Segall Bryant & Hamill
Illinois
$1.09M -$275K -23,580 -21%