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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
476
Summit Asset Management
Tennessee
$846K -$14.6K -1,020 -2%
SWP
477
Stratos Wealth Partners
Ohio
$832K -$364K -25,470 -32%
SFG
478
SevenBridge Financial Group
Pennsylvania
$832K +$2.66K +186 +0.3%
BPB
479
Badgley, Phelps & Bell
Washington
$831K +$307K +21,462 +64%
MCWS
480
McKinley Carter Wealth Services
West Virginia
$830K +$89.7K +6,270 +13%
YIA
481
YHB Investment Advisors
Connecticut
$810K +$3.69K +258 +0.5%
MWM
482
Meridian Wealth Management
Kentucky
$802K -$46.5K -3,252 -6%
VWA
483
Visionary Wealth Advisors
Illinois
$801K -$222K -15,528 -23%
HWA
484
Heritage Wealth Advisors
Virginia
$798K
GA
485
Geller Advisors
New York
$798K +$86 +6 +0%
JG
486
Jefferies Group
New York
$794K +$534K +37,320 +248%
Goldman Sachs
487
Goldman Sachs
New York
$792K -$986K -68,886 -57%
HP
488
HT Partners
Connecticut
$772K -$36.3K -2,538 -5%
IRC
489
Investors Research Corp
Georgia
$768K +$342K +23,898 +89%
GG
490
GenWealth Group
New Jersey
$766K -$242K -16,884 -25%
TW
491
Transform Wealth
Colorado
$762K -$126K -8,832 -15%
AWM
492
Altium Wealth Management
New York
$748K +$39.5K +2,760 +6%
AMIM
493
Aull & Monroe Investment Management
Alabama
$747K -$14.3K -1,002 -2%
CCG
494
Cypress Capital Group
Florida
$743K
LRPA
495
L. Roy Papp & Associates
Arizona
$740K +$75.4K +5,268 +12%
CAL
496
Capital Advisors Ltd
Ohio
$732K
RPGK
497
Retirement Planning Group (Kansas)
Kansas
$728K +$62.1K +4,338 +10%
BW
498
Bison Wealth
Georgia
$723K +$31.2K +2,178 +5%
OC
499
Oarsman Capital
Wisconsin
$708K -$34.3K -2,400 -5%
PWMG
500
Prestige Wealth Management Group
New Jersey
$707K -$1.9M -132,636 -74%