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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
451
Legacy Wealth Management (Mississippi)
Mississippi
$766K
SAM
452
Summit Asset Management
Tennessee
$764K -$10.4K -780 -1%
RA
453
RFG Advisory
Alabama
$764K +$43.7K +3,288 +6%
SFG
454
StrategIQ Financial Group
Indiana
$756K -$39.1K -2,940 -5%
MWM
455
Meridian Wealth Management
Kentucky
$755K -$357K -26,862 -32%
BSW
456
Buckingham Strategic Wealth
Missouri
$750K +$88.6K +6,666 +14%
SFG
457
SevenBridge Financial Group
Pennsylvania
$735K +$84.4K +6,354 +13%
FPCG
458
Fort Pitt Capital Group
Pennsylvania
$728K -$432K -32,514 -38%
HP
459
HT Partners
Connecticut
$718K
YIA
460
YHB Investment Advisors
Connecticut
$715K +$707K +53,184 New
HWA
461
Heritage Wealth Advisors
Virginia
$707K -$22.2K -1,674 -3%
GA
462
Geller Advisors
New York
$705K +$4.14K +312 +0.6%
CA
463
Cetera Advisors
Colorado
$701K -$29.7K -2,238 -4%
HA
464
Harborview Advisors
Maine
$699K +$2.63K +198 +0.4%
PCA
465
Personal Capital Advisors
California
$688K +$91.9K +6,918 +16%
TRCT
466
Tower Research Capital (TRC)
New York
$687K -$5.34M -401,928 -89%
AMIM
467
Aull & Monroe Investment Management
Alabama
$676K +$2.39K +180 +0.4%
Brown Advisory
468
Brown Advisory
Maryland
$671K -$55.3K -4,164 -8%
William Blair & Company
469
William Blair & Company
Illinois
$668K +$81.6K +6,144 +14%
OC
470
Oarsman Capital
Wisconsin
$660K -$34.7K -2,610 -5%
CCG
471
Cypress Capital Group
Florida
$658K -$55.6K -4,188 -8%
MCWS
472
McKinley Carter Wealth Services
West Virginia
$652K -$421K -31,716 -40%
CAL
473
Capital Advisors Ltd
Ohio
$649K +$622K +46,800 +3,184%
BL
474
BFSG LLC
California
$634K -$43.5K -3,276 -6%
AWM
475
Altium Wealth Management
New York
$626K