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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
401
Aull & Monroe Investment Management
Alabama
$281K +$41.1K +3,612 +18%
KA
402
Kovack Advisors
Florida
$280K
FPCG
403
Fort Pitt Capital Group
Pennsylvania
$276K +$60.4K +5,310 +29%
M&T Bank
404
M&T Bank
New York
$274K +$4.43K +390 +2%
Nomura Asset Management
405
Nomura Asset Management
Japan
$271K +$265K +23,340 New
WPW
406
Waldron Private Wealth
Pennsylvania
$270K
PO
407
Private Ocean
California
$269K -$15.1K -1,332 -5%
AIS
408
American Investment Services
Massachusetts
$264K
AOWM
409
Alpha Omega Wealth Management
Virginia
$264K +$113K +9,912 +77%
JFA
410
JNBA Financial Advisors
Minnesota
$264K +$259K +22,746 New
IA
411
Independence Advisors
Pennsylvania
$263K
SFWA
412
Summit Financial Wealth Advisors
Louisiana
$258K +$36.6K +3,222 +16%
MCM
413
Maryland Capital Management
Maryland
$257K +$252K +22,158 New
WCWM
414
Willow Creek Wealth Management
California
$253K +$1.71K +150 +0.7%
SIC
415
Shoker Investment Counsel
Ohio
$251K +$3.82K +336 +2%
Millennium Management
416
Millennium Management
New York
$250K -$908K -79,842 -79%
FWM
417
Frontier Wealth Management
Missouri
$244K +$239K +21,012 New
PIM
418
Penobscot Investment Management
Massachusetts
$241K +$11.9K +1,050 +5%
RWA
419
River Wealth Advisors
Pennsylvania
$240K +$15.2K +1,338 +7%
PCM
420
Palouse Capital Management
Washington
$239K +$235K +20,640 New
AIA
421
Armor Investment Advisors
North Carolina
$237K -$43.2K -3,804 -16%
RPG
422
Resource Planning Group
Georgia
$231K +$226K +19,902 New
CRC
423
Curi RMB Capital
Illinois
$227K -$22.5K -1,980 -9%
SAA
424
Southeast Asset Advisors
Georgia
$226K +$5.32K +468 +2%
QCM
425
Quadrant Capital Management
New Jersey
$221K