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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NHC
426
Nicholas Hoffman & Company
Georgia
$220K +$273 +24 +0.1%
GI
427
GS Investments
Minnesota
$220K -$4.71K -414 -2%
MCM
428
Maple Capital Management
Vermont
$219K -$15.3K -1,350 -7%
MPIA
429
Mountain Pacific Investment Advisers
Idaho
$219K
KJWM
430
Kiley Juergens Wealth Management
Washington
$219K +$22.9K +2,016 +12%
FA
431
Fagan Associates
New York
$217K -$6.55K -576 -3%
LFG
432
Larson Financial Group
Missouri
$215K -$15.6K -1,368 -7%
CPIG
433
Chicago Partners Investment Group
Illinois
$214K +$129K +11,370 +126%
WA
434
Winfield Associates
Ohio
$212K -$15.3K -1,350 -7%
RA
435
Rational Advisors
New York
$212K +$55.4K +4,872 +36%
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$212K +$208K +18,270 New
UAS
437
United Asset Strategies
New York
$209K +$205K +18,030 New
SBSB
438
Sullivan, Bruyette, Speros & Blaney
Virginia
$209K +$205K +18,042 New
RFA
439
Reilly Financial Advisors
California
$206K +$3K +264 +2%
HWA
440
Heritage Wealth Advisors
Virginia
$204K -$112K -9,864 -36%
HCM
441
HM Capital Management
Missouri
$204K +$200K +17,616 New
CDIA
442
Capital Directions Investment Advisors
Georgia
$201K +$17.3K +1,518 +10%
CA
443
Cambridge Advisors
Nebraska
$201K +$198K +17,376 New
HB
444
Homrich & Berg
Georgia
$200K +$197K +17,286 New
WIA
445
Westbourne Investment Advisors
Maryland
$193K +$190K +16,680 New
SSB
446
Sandy Spring Bank
Maryland
$184K
GWM
447
Geneos Wealth Management
Colorado
$164K +$1.98K +174 +1%
WWMSC
448
Wagner Wealth Management (South Carolina)
South Carolina
$154K +$409 +36 +0.3%
EA
449
Elm Advisors
California
$153K +$150K +13,170 New
AIIMS
450
Analyst IMS Investment Management Services
Israel
$146K +$143K +12,600 New