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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
476
Penobscot Wealth Management
Maine
$3.09M +$2.33M +103,012 +444%
CCWA
477
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.01M -$89.1K -3,942 -3%
GS
478
GTS Securities
Florida
$2.99M +$2.77M +122,300 New
Janney Montgomery Scott
479
Janney Montgomery Scott
Pennsylvania
$2.99M +$60.9K +2,692 +2%
WWM
480
Western Wealth Management
Colorado
$2.98M +$5.97K +264 +0.2%
MFWP
481
Mosaic Family Wealth Partners
Missouri
$2.96M +$34.2K +1,514 +1%
GHA
482
GW Henssler & Associates
Georgia
$2.94M -$48.1K -2,126 -2%
KCM
483
Kathmere Capital Management
Pennsylvania
$2.93M -$86.4K -3,821 -3%
NCM
484
Next Capital Management
New York
$2.92M -$12.9K -571 -0.5%
CIR
485
Clear Investment Research
Georgia
$2.92M -$6.96K -308 -0.3%
CMBA
486
C.M. Bidwell & Associates
Hawaii
$2.9M -$183K -8,104 -6%
FCC
487
Flower City Capital
New York
$2.9M -$26.2K -1,161 -1%
TIAA Trust, National Association
488
TIAA Trust, National Association
North Carolina
$2.9M +$51K +2,258 +2%
NHC
489
Nicholas Hoffman & Company
Georgia
$2.87M +$8.46K +374 +0.3%
SFA
490
Seneca Financial Advisors
New York
$2.84M -$746 -33 -0%
PA
491
Pinnacle Associates
New York
$2.84M -$43.9K -1,941 -2%
AWM
492
Avior Wealth Management
Nebraska
$2.83M -$122K -5,397 -4%
HC
493
Hurley Capital
New York
$2.82M -$40.3K -1,782 -2%
VFA
494
Valeo Financial Advisors
Indiana
$2.8M -$450K -19,904 -15%
JCIA
495
Jackson Creek Investment Advisors
Colorado
$2.79M -$59K -2,609 -2%
WPC
496
Wedmont Private Capital
Pennsylvania
$2.79M +$12.1K +533 +0.5%
CA
497
Clearstead Advisors
Ohio
$2.73M +$39.3K +1,737 +2%
WP
498
WealthShield Partners
North Carolina
$2.73M -$165K -7,309 -6%
BF
499
Brucke Financial
Indiana
$2.72M +$22.7K +1,004 +0.9%
VFPW
500
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.71M -$53.6K -2,372 -2%