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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
376
Burt Wealth Advisors
Maryland
$251K
MWP
377
Moller Wealth Partners
$247K -$6.28K -606 -3%
PO
378
Private Ocean
California
$246K +$240K +23,136 New
PMG
379
ProVise Management Group
Florida
$241K -$2.11M -203,220 -90%
Brown Advisory
380
Brown Advisory
Maryland
$240K +$1.8K +174 +0.8%
AWMF
381
Arbor Wealth Management (Florida)
Florida
$233K
CRC
382
Curi RMB Capital
Illinois
$232K +$226K +21,810 New
PIM
383
Penobscot Investment Management
Massachusetts
$230K +$6.65K +642 +3%
NL
384
NWAM LLC
Washington
$226K +$249 +24 +0.1%
PCM
385
Palouse Capital Management
Washington
$220K -$8.76K -846 -4%
BW
386
Bison Wealth
Georgia
$219K +$214K +20,640 New
WC
387
Whitney & Co
New York
$216K +$210K +20,310 New
HWA
388
Heritage Wealth Advisors
Virginia
$215K +$435 +42 +0.2%
Susquehanna International Group
389
Susquehanna International Group
Pennsylvania
$214K -$1.64M -157,878 -89%
MFW
390
Meristem Family Wealth
Minnesota
$214K +$208K +20,118 New
FA
391
Fagan Associates
New York
$209K +$204K +19,674 New
ACP
392
Arcus Capital Partners
Georgia
$205K +$199K +19,248 New
GI
393
GS Investments
Minnesota
$204K +$48.7K +4,698 +32%
FCAG
394
First Capital Advisors Group
New Jersey
$203K +$197K +19,062 New
HB
395
Homrich & Berg
Georgia
$203K +$198K +19,122 New
FM
396
Foster & Motley
Ohio
$202K -$230K -22,158 -54%
RFA
397
Reilly Financial Advisors
California
$186K -$6.21K -600 -3%
CDIA
398
Capital Directions Investment Advisors
Georgia
$184K +$15.5K +1,494 +9%
PRS
399
Pinkerton Retirement Specialists
Idaho
$160K +$155K +14,928 New
GWM
400
Geneos Wealth Management
Colorado
$148K +$12.1K +1,170 +9%