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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
401
Sandy Spring Bank
Maryland
$129K
RCG
402
Ruggie Capital Group
Florida
$126K +$622 +60 +0.5%
M
403
MOTCO
Texas
$126K +$122K +11,820 New
SWP
404
Strategic Wealth Partners
Ohio
$116K +$116K +11,208 New
VFA
405
Valeo Financial Advisors
Indiana
$115K +$81K +7,824 +265%
WWMSC
406
Wagner Wealth Management (South Carolina)
South Carolina
$115K +$137K +13,188 New
WCG
407
Wall Capital Group
Arizona
$114K
PFA
408
Pathway Financial Advisors
Vermont
$106K +$104K +10,014 New
PFBT
409
Parkside Financial Bank & Trust
Missouri
$91K
Citigroup
410
Citigroup
New York
$85K +$27.5K +2,658 +50%
LFA
411
Legacy Financial Advisors
Kentucky
$85K +$83.3K +8,046 New
CCMW
412
Cypress Capital Management (Wyoming)
Wyoming
$83K +$80.5K +7,770 New
PG
413
Patten Group
Tennessee
$75K -$52.9K -5,106 -42%
FAAS
414
First Allied Advisory Services
California
$75K +$72.7K +7,020 New
PMFA
415
Plante Moran Financial Advisors
Michigan
$71K
KJWM
416
Kiley Juergens Wealth Management
Washington
$70K +$68.4K +6,606 New
GRP
417
Global Retirement Partners
California
$66K +$33.1K +3,192 +106%
PCP
418
Proficio Capital Partners
Massachusetts
$64K
POIA
419
Pin Oak Investment Advisors
Texas
$64K +$62.2K +6,000 New
CPIG
420
Chicago Partners Investment Group
Illinois
$63K +$124 +12 +0.2%
SPIA
421
Steward Partners Investment Advisory
New York
$60K +$49.7K +4,800 +530%
HR
422
Howe & Rusling
New York
$59K -$4.16K -402 -7%
WA
423
Winfield Associates
Ohio
$59K
WTC
424
WhitTier Trust Company
Nevada
$58K
CAPTRUST Financial Advisors
425
CAPTRUST Financial Advisors
North Carolina
$52K