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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
376
Ausdal Financial Partners
Iowa
$887K -$62.6K -5,316 -7%
SSB
377
Sandy Spring Bank
Maryland
$883K
JPLA
378
Joseph P. Lucia & Associates
New York
$882K -$39.7K -3,372 -4%
LWANC
379
Laurel Wealth Advisors (North Carolina)
North Carolina
$878K +$107K +9,048 +14%
AWM
380
AE Wealth Management
Kansas
$875K -$272K -23,094 -24%
CCMD
381
Cypress Capital Management (Delaware)
Delaware
$871K +$868K +73,662 New
VWA
382
V Wealth Advisors
Kansas
$870K +$71.6K +6,072 +9%
PAM
383
Premier Asset Management
Illinois
$863K +$71.4K +6,060 +9%
TW
384
Transform Wealth
Colorado
$856K
BlackRock
385
BlackRock
New York
$855K +$91.7K +7,782 +12%
ASN
386
Advisory Services Network
Georgia
$843K
LIA
387
LBMC Investment Advisors
Tennessee
$831K
SFG
388
StrategIQ Financial Group
Indiana
$794K +$61K +5,172 +8%
FNBT
389
FineMark National Bank & Trust
Florida
$784K -$142K -12,072 -15%
SFSIG
390
San Francisco Sentry Investment Group
California
$772K +$7.07K +600 +0.9%
SWM
391
SigFig Wealth Management
California
$763K -$1.56K -132 -0.2%
SAM
392
Summit Asset Management
Tennessee
$762K
HWA
393
Heritage Wealth Advisors
Virginia
$759K -$442K -37,530 -37%
VFA
394
Valeo Financial Advisors
Indiana
$750K -$20.3K -1,722 -3%
BRWM
395
B. Riley Wealth Management
Tennessee
$746K +$744K +63,096 New
WTC
396
WhitTier Trust Company
Nevada
$739K +$244K +20,712 +50%
WSTAM
397
Wilbanks Smith & Thomas Asset Management
Virginia
$735K +$29.6K +2,508 +4%
SG
398
Somerset Group
Minnesota
$731K -$5.3K -450 -0.7%
BSW
399
Buckingham Strategic Wealth
Missouri
$728K +$1.77K +150 +0.2%
CIBC Private Wealth Group
400
CIBC Private Wealth Group
Georgia
$721K +$56.3K +4,776 +9%