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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
401
Missouri Trust & Investment Company
Missouri
$4.76M -$49.3K -1,942 -1%
DP
402
Denver PWM
Colorado
$4.76M +$8.03K +316 +0.2%
CW
403
Code Waechter
Florida
$4.75M -$158K -6,229 -3%
WOC
404
West Oak Capital
California
$4.73M -$1.12M -44,250 -20%
BFS
405
Bradley Foster & Sargent
Connecticut
$4.68M -$68.3K -2,690 -1%
EWM
406
Elmwood Wealth Management
California
$4.68M +$105K +4,119 +2%
IAN
407
Integrated Advisors Network
Texas
$4.65M -$57.6K -2,267 -1%
PWM
408
Paulson Wealth Management
Illinois
$4.65M -$289K -11,370 -6%
CFG
409
Carr Financial Group
Massachusetts
$4.62M -$16.8M -661,962 -79%
AMG
410
Asset Management Group
Connecticut
$4.58M -$35.3K -1,391 -0.8%
IWMA
411
Ironwood Wealth Management (Arizona)
Arizona
$4.54M -$479K -18,865 -10%
CPA
412
Cathy Pareto & Associates
Florida
$4.5M -$1.17K -46 -0%
CFG
413
Chapman Financial Group
Hawaii
$4.43M +$484K +19,064 +13%
SWM
414
Shelton Wealth Management
Texas
$4.42M -$303K -11,936 -7%
HCM
415
Hollencrest Capital Management
California
$4.39M -$39.7K -1,564 -0.9%
MW
416
Maia Wealth
Colorado
$4.39M +$476K +18,735 +13%
HKIMG
417
Hutchens & Kramer Investment Management Group
Indiana
$4.37M -$495K -19,488 -11%
SFS
418
Sowell Financial Services
Arkansas
$4.37M +$947K +37,275 +29%
CIBC Private Wealth Group
419
CIBC Private Wealth Group
Georgia
$4.36M +$859K +33,809 +26%
FVIM
420
Fort Vancouver Investment Management
Washington
$4.35M -$85.6K -3,370 -2%
RWB
421
RMR Wealth Builders
New Jersey
$4.34M -$84K -3,309 -2%
FFA
422
First Foundation Advisors
California
$4.3M +$42.7K +1,682 +1%
EWA
423
Exencial Wealth Advisors
Oklahoma
$4.29M -$225K -8,867 -5%
SHGA
424
Sand Hill Global Advisors
California
$4.21M
VAF
425
Values Added Financial
District of Columbia
$4.18M -$244K -9,613 -6%