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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
676
Baystate Wealth Management
Massachusetts
$34K
BFEC
677
Benjamin F. Edwards & Company
Missouri
$34K
SIM
678
Sonora Investment Management
Arizona
$33K -$839 -72 -3%
SMG
679
Spectrum Management Group
Indiana
$33K
AW
680
Avion Wealth
Texas
$32K
GG
681
Gleason Group
Kentucky
$31K +$70 +6 +0.2%
DI
682
Disciplined Investments
Oklahoma
$28K
GI
683
Gradient Investments
Minnesota
$27K -$22.6K -1,938 -47%
BWP
684
Baldwin Wealth Partners
Massachusetts
$26K
CAAS
685
Capital Asset Advisory Services
Michigan
$26K
FHA
686
Flagship Harbor Advisors
Massachusetts
$26K
FP
687
Financial Perspectives
Minnesota
$25.9K
LB
688
Legacy Bridge
Iowa
$25K -$5.59K -480 -19%
SWM
689
Selective Wealth Management
Virginia
$24K +$70 +6 +0.3%
FA
690
Financial Advantage
Maryland
$24K +$23.1K +1,980 New
HWM
691
HighMark Wealth Management
Minnesota
$20K +$70 +6 +0.4%
PWP
692
Principle Wealth Partners
Connecticut
$20K +$18.7K +1,602 New
IRAG
693
Investment Research & Advisory Group
Georgia
$20K +$19.4K +1,662 New
WCG
694
Weaver Consulting Group
California
$19K
BFIM
695
Beese Fulmer Investment Management
Ohio
$19K +$18.4K +1,578 New
CAL
696
Capital Advisors Ltd
Ohio
$18K +$7.62K +654 +80%
AWM
697
Atticus Wealth Management
Florida
$15K -$102K -8,736 -88%
EWM
698
Edge Wealth Management
New York
$15K
PGAM
699
Princeton Global Asset Management
New Jersey
$15K +$70 +6 +0.5%
JHCP
700
Jackson Hole Capital Partners
Oklahoma
$11K