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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
701
Plotkin Financial Advisors
Maryland
$334K +$111K +6,861 +44%
LHEI
702
Leo H. Evart Inc
California
$333K +$1.46K +90 +0.4%
BCM
703
BTR Capital Management
California
$330K
MAG
704
Mayfair Advisory Group
Alabama
$330K +$103K +6,375 +46%
WC
705
Wealth CMT
New Jersey
$329K -$559K -34,479 -61%
TCM
706
Tradewinds Capital Management
Washington
$326K -$26.7M -1,644,879 -99%
GGI
707
Godsey & Gibb Inc
Virginia
$325K +$354K +21,819 New
H
708
HoyleCohen
California
$324K -$29.2K -1,800 -8%
HHGA
709
Halbert Hargrove Global Advisors
California
$324K
M&T Bank
710
M&T Bank
New York
$322K +$185K +11,427 +51%
PP
711
Patten & Patten
Tennessee
$321K
IWA
712
Intercontinental Wealth Advisors
Texas
$320K +$348K +21,480 New
HGWM
713
Horst & Graben Wealth Management
Oregon
$319K +$69K +4,257 +25%
AWM
714
Aspire Wealth Management
Massachusetts
$317K +$27.2K +1,677 +9%
DADC
715
D.A. Davidson & Co
Montana
$316K -$9.43K -582 -3%
SHWM
716
Silicon Hills Wealth Management
Texas
$315K -$93.2K -5,754 -21%
MFG
717
Merit Financial Group
Georgia
$313K +$340K +21,003 New
LB
718
Leo Brokerage
Texas
$310K +$27.8K +1,713 +9%
AIM
719
AHL Investment Management
Florida
$307K -$1.75K -108 -0.5%
OBWG
720
Onyx Bridge Wealth Group
New York
$306K +$318K +19,638 New
CCG
721
Cypress Capital Group
Florida
$305K -$212K -13,080 -39%
FPW
722
Flagship Private Wealth
Massachusetts
$305K
Koshinski Asset Management
723
Koshinski Asset Management
Illinois
$305K +$972 +60 +0.3%
AL
724
ACAS LLC
California
$302K -$6.85K -423 -2%
MCA
725
MSH Capital Advisors
Arizona
$302K +$25.7K +1,584 +8%