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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
701
D.A. Davidson & Co
Montana
$392K -$956 -54 -0.2%
HHGA
702
Halbert Hargrove Global Advisors
California
$391K +$159 +9 +0%
MWM
703
Midwest Wealth Management
Indiana
$388K
PP
704
Patten & Patten
Tennessee
$387K
IAA
705
Independent Advisor Alliance
North Carolina
$386K -$5.84K -330 -2%
RTS
706
Round Table Services
New Jersey
$383K +$98K +5,538 +35%
PAM
707
Premier Asset Management
Illinois
$381K -$661K -37,320 -64%
JP Morgan Chase
708
JP Morgan Chase
New York
$381K +$42.2K +2,382 +13%
EVM
709
Eaton Vance Management
Massachusetts
$381K +$284K +16,062 +309%
MA
710
Mutual Advisors
Nebraska
$379K -$30.2K -1,707 -7%
AIM
711
AHL Investment Management
Florida
$372K
CF
712
Centaurus Financial
California
$371K -$262K -14,796 -42%
FPW
713
Flagship Private Wealth
Massachusetts
$368K +$53 +3 +0%
MCP
714
Mirador Capital Partners
California
$367K -$212 -12 -0.1%
CPP
715
Capasso Planning Partners
South Carolina
$367K +$56.8K +3,210 +19%
Koshinski Asset Management
716
Koshinski Asset Management
Illinois
$366K -$28.7K -1,623 -7%
AIA
717
Armor Investment Advisors
North Carolina
$365K -$9.88K -558 -3%
ACM
718
Armbruster Capital Management
New York
$363K -$53 -3 -0%
HFS
719
Heritage Financial Services
Massachusetts
$360K
CFO
720
Collective Family Office
Pennsylvania
$356K -$165K -9,324 -32%
Carson Wealth (CWM LLC)
721
Carson Wealth (CWM LLC)
Nebraska
$354K -$18.7K -1,056 -5%
SG
722
StoneX Group
New York
$354K
AWM
723
Aspire Wealth Management
Massachusetts
$352K -$1.81K -102 -0.5%
ML
724
Mayport LLC
Massachusetts
$352K +$8.55K +483 +3%
GC
725
Gratus Capital
Georgia
$352K +$44.2K +2,499 +15%