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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
376
Peak Financial Management
Massachusetts
$4.43M -$88.4K -3,799 -2%
CWA
377
Clearview Wealth Advisors
Oregon
$4.43M -$243K -10,442 -5%
TWM
378
Thrive Wealth Management
Pennsylvania
$4.38M +$397K +17,064 +9%
RMC
379
Ring Mountain Capital
California
$4.32M -$50.9K -2,187 -1%
IP
380
Ignite Planners
California
$4.3M -$626K -26,872 -12%
WC
381
Waterloo Capital
Texas
$4.3M +$436K +18,724 +11%
DP
382
Denver PWM
Colorado
$4.29M -$47.8K -2,053 -1%
CFGA
383
Cambridge Financial Group (Arizona)
Arizona
$4.28M +$19.5K +837 +0.4%
Lido Advisors
384
Lido Advisors
California
$4.25M -$4.42M -190,053 -50%
IAN
385
Integrated Advisors Network
Texas
$4.25M +$2.4K +103 +0.1%
HKIMG
386
Hutchens & Kramer Investment Management Group
Indiana
$4.24M -$106K -4,541 -2%
Bank of Montreal
387
Bank of Montreal
Ontario, Canada
$4.21M -$57.5K -2,469 -1%
WAG
388
Winthrop Advisory Group
Massachusetts
$4.17M -$55.2K -2,373 -1%
MTIC
389
Missouri Trust & Investment Company
Missouri
$4.15M +$115K +4,948 +3%
AC
390
AlphaCore Capital
California
$4.15M +$335K +14,397 +8%
ASN
391
Advisory Services Network
Georgia
$4.15M -$668K -28,696 -13%
CG
392
Cynosure Group
Utah
$4.12M +$13.1K +562 +0.3%
ECML
393
Eagle Capital Management (Louisiana)
Louisiana
$4.11M +$29.8K +1,280 +0.7%
CP
394
Creekside Partners
California
$4.09M -$326K -13,998 -7%
SCP
395
Stevens Capital Partners
Nebraska
$4.09M +$924K +39,706 +27%
Financial Engines Advisors
396
Financial Engines Advisors
California
$4.08M -$71.5K -3,071 -2%
SWM
397
Shelton Wealth Management
Texas
$4.08M -$404K -17,358 -9%
AFP
398
Ausdal Financial Partners
Iowa
$4.03M +$5.7K +245 +0.1%
NA
399
Nottingham Advisors
New York
$4M -$3.52M -151,214 -46%
PA
400
Procyon Advisors
Connecticut
$3.98M +$168K +7,198 +4%