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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
401
Sowell Financial Services
Arkansas
$5.14M +$675K +25,260 +15%
AWM
402
Axxcess Wealth Management
California
$5.04M +$1.36M +50,996 +37%
TPCW
403
TD Private Client Wealth
New York
$5.03M +$143K +5,337 +3%
TC
404
Tenret Company
Florida
$4.99M
APSI
405
Asset Planning Services Inc
Louisiana
$4.95M -$128K -4,810 -3%
MTIC
406
Missouri Trust & Investment Company
Missouri
$4.93M +$66.4K +2,488 +1%
SWM
407
Selby Wealth Management
California
$4.91M +$4.87M +182,490 New
Financial Engines Advisors
408
Financial Engines Advisors
California
$4.89M -$69.4K -2,599 -1%
MWA
409
Muirfield Wealth Advisors
North Carolina
$4.86M -$149K -5,584 -3%
HFS
410
Hantz Financial Services
Michigan
$4.83M +$849K +31,774 +21%
WAG
411
Winthrop Advisory Group
Massachusetts
$4.82M -$90.1K -3,375 -2%
AI
412
Atria Investments
North Carolina
$4.79M -$4.27M -160,001 -47%
DP
413
Denver PWM
Colorado
$4.76M
WC
414
Waterloo Capital
Texas
$4.76M -$224K -8,390 -5%
CW
415
Code Waechter
Florida
$4.75M -$118K -4,428 -2%
BFS
416
Bradley Foster & Sargent
Connecticut
$4.75M -$35.8K -1,340 -0.8%
CFGA
417
Cambridge Financial Group (Arizona)
Arizona
$4.73M +$28.8K +1,079 +0.6%
EWM
418
Elmwood Wealth Management
California
$4.7M -$82.6K -3,094 -2%
PFM
419
Peak Financial Management
Massachusetts
$4.68M -$205K -7,679 -4%
IAN
420
Integrated Advisors Network
Texas
$4.66M -$91.2K -3,414 -2%
CPA
421
Cathy Pareto & Associates
Florida
$4.63M +$31.3K +1,172 +0.7%
CFG
422
Carr Financial Group
Massachusetts
$4.6M -$124K -4,625 -3%
CP
423
Creekside Partners
California
$4.58M -$398K -14,887 -8%
SHGA
424
Sand Hill Global Advisors
California
$4.56M +$262K +9,799 +6%
IWMA
425
Ironwood Wealth Management (Arizona)
Arizona
$4.56M -$79.7K -2,986 -2%