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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$144K
MWM
602
MBE Wealth Management
Wisconsin
$138K +$165K +13,602 New
POIA
603
Pin Oak Investment Advisors
Texas
$136K
LGWM
604
Litman Gregory Wealth Management
California
$132K -$44.7K -3,684 -22%
SWA
605
Stratos Wealth Advisors
Ohio
$132K +$158K +12,972 New
PK
606
Pflug Koory
Nebraska
$127K +$3.64K +300 +2%
M
607
MOTCO
Texas
$121K
GWS
608
Glassman Wealth Services
Virginia
$112K +$45.5K +3,750 +52%
BEAM
609
Baker Ellis Asset Management
Washington
$110K -$452K -37,200 -78%
SF
610
Synovus Financial
Georgia
$107K +$4.08K +336 +3%
AWM
611
Atticus Wealth Management
Florida
$102K -$49.5K -4,074 -29%
AIC
612
Ameritas Investment Company
Nebraska
$101K +$50.4K +4,146 +71%
NG
613
NWK Group
California
$101K +$51K +4,200 +74%
RCA
614
Rowland Carmichael Advisors
Arizona
$99K -$60.1K -4,950 -34%
CIAS
615
Capital Investment Advisory Services
North Carolina
$98K +$59.2K +4,872 +104%
CIAS
616
CBIZ Investment Advisory Services
Ohio
$90K
SWM
617
Sugarloaf Wealth Management
Georgia
$90K
Citigroup
618
Citigroup
New York
$89K -$113K -9,282 -52%
PAI
619
Pittenger & Anderson Inc
Nebraska
$88K +$66.8K +5,496 +176%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$87K
RFA
621
Reilly Financial Advisors
California
$87K
GT
622
Glenmede Trust
Pennsylvania
$84K
Bessemer Group
623
Bessemer Group
New Jersey
$83K +$98.6K +8,118 New
LFG
624
LifePlan Financial Group
Ohio
$81K +$146 +12 +0.2%
SFS
625
Sowell Financial Services
Arkansas
$80K -$194K -15,960 -67%