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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
701
Laurel Wealth Advisors (North Carolina)
North Carolina
$420K -$5.22K -345 -1%
SMC
702
Smith, Moore & Co
Missouri
$419K -$227K -15,000 -35%
CCWM
703
Cassaday & Co Wealth Management
Virginia
$413K +$416K +27,474 New
MG
704
Mather Group
Illinois
$413K -$87.1K -5,757 -17%
GF
705
Gries Financial
Ohio
$412K +$414K +27,366 New
IWN
706
Independent Wealth Network
Iowa
$409K -$22.2K -1,464 -5%
FPAS
707
Focus Partners Advisor Solutions
Missouri
$407K +$146K +9,678 +56%
EW
708
Evoke Wealth
California
$407K
MA
709
Modus Advisors
Minnesota
$406K -$815K -53,850 -67%
MIM
710
Moseley Investment Management
Florida
$404K -$3.31K -219 -0.8%
GIA
711
GHP Investment Advisors
Colorado
$395K -$4.22K -279 -1%
SCA
712
Stillwater Capital Advisors
Pennsylvania
$395K
BTI
713
Blue Trust Inc
Georgia
$394K -$34.8K -2,298 -8%
4WM
714
44 Wealth Management
Oregon
$394K +$396K +26,175 New
MIC
715
Means Investment Company
Maine
$393K
CA
716
Clearstead Advisors
Ohio
$391K -$79.5K -5,253 -17%
Franklin Resources
717
Franklin Resources
California
$387K
S
718
SignatureFD
Georgia
$383K -$15.8K -1,047 -4%
JFG
719
JDM Financial Group
Texas
$381K +$383K +25,326 New
GCP
720
Gill Capital Partners
Colorado
$380K +$1.18K +78 +0.3%
FMN
721
Financial Management Network
California
$380K -$4.5K -297 -1%
HGWM
722
Horst & Graben Wealth Management
Oregon
$377K +$22.5K +1,485 +6%
MCM
723
Monument Capital Management
Virginia
$376K +$378K +24,969 New
CW
724
CreativeOne Wealth
Kansas
$375K -$14.8K -975 -4%
VCM
725
Vigilant Capital Management
Maine
$375K