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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
376
Kingsview Wealth Management
Oregon
$1.22M -$503K -37,890 -30%
JCM
377
Jacobi Capital Management
Pennsylvania
$1.21M +$476K +35,832 +66%
BAM
378
Berkshire Asset Management
Pennsylvania
$1.18M +$49.3K +3,714 +4%
PSUF
379
People's United Financial
Connecticut
$1.18M +$52.4K +3,942 +5%
RWMH
380
Riverpoint Wealth Management Holdings
Illinois
$1.17M +$638 +48 +0.1%
IFG
381
Independent Financial Group
California
$1.16M +$146K +10,974 +15%
DTC
382
Davidson Trust Company
Washington
$1.15M +$93.5K +7,038 +9%
LWANC
383
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.13M -$3.35K -252 -0.3%
BJL
384
Brighton Jones LLC
Washington
$1.12M -$37.5K -2,826 -3%
IC
385
IEQ Capital
California
$1.11M +$558 +42 +0.1%
PFWA
386
Paces Ferry Wealth Advisors
Georgia
$1.11M +$1.1M +82,692 New
TCM
387
Twele Capital Management
Minnesota
$1.1M -$4.78K -360 -0.4%
TC
388
Tatro Capital
Kentucky
$1.09M -$15.4K -1,158 -1%
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$1.08M -$10.6K -798 -1%
SWP
390
Stratos Wealth Partners
Ohio
$1.08M -$23.8K -1,788 -2%
IFS
391
Ifrah Financial Services
Arkansas
$1.07M -$98.1K -7,380 -8%
WCFA
392
Walkner Condon Financial Advisors
Wisconsin
$1.07M +$1.05M +79,338 New
SCM
393
Southport Capital Management
Tennessee
$1.06M
PNC Financial Services Group
394
PNC Financial Services Group
Pennsylvania
$1.06M -$65.4K -4,920 -6%
ASN
395
Advisory Services Network
Georgia
$1.06M -$270K -20,292 -21%
MA
396
Modus Advisors
Minnesota
$1.05M +$224K +16,830 +27%
WP
397
WealthPLAN Partners
Nebraska
$1.05M -$52.4K -3,942 -5%
FCM
398
Firestone Capital Management
Florida
$1.03M +$34.7K +2,610 +4%
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$1.01M +$1M +75,510 New
CCMD
400
Cypress Capital Management (Delaware)
Delaware
$1.01M +$7.01K +528 +0.7%