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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
751
Moseley Investment Management
Florida
$551K -$2.07K -105 -0.4%
SF
752
Safeguard Financial
Wisconsin
$550K -$38.8K -1,971 -7%
CF
753
Centaurus Financial
California
$547K +$282K +14,331 +118%
BHWM
754
Beaird Harris Wealth Management
Texas
$547K -$39.5K -2,004 -7%
IWP
755
IAG Wealth Partners
Wisconsin
$545K +$37.6K +1,911 +8%
QCM
756
Quantinno Capital Management
New York
$544K -$265K -13,485 -34%
Franklin Resources
757
Franklin Resources
California
$540K +$14.6K +741 +3%
HIM
758
Harbour Investment Management
Washington
$539K +$181K +9,180 +54%
JFG
759
JDM Financial Group
Texas
$537K +$1.48K +75 +0.3%
RIA
760
Regal Investment Advisors
Michigan
$535K +$79.6K +4,044 +19%
NL
761
NWAM LLC
Washington
$532K +$250K +12,693 +95%
CFP
762
Catalyst Financial Partners
Massachusetts
$530K +$13.1K +666 +3%
GWM
763
GSB Wealth Management
Connecticut
$528K -$6.67K -339 -1%
APW
764
Austin Private Wealth
Texas
$519K +$4.02K +204 +0.8%
VPP
765
Vertex Planning Partners
Illinois
$518K -$11.2K -570 -2%
MIC
766
Means Investment Company
Maine
$514K +$532 +27 +0.1%
EFA
767
Evernest Financial Advisors
Indiana
$513K -$311K -15,816 -38%
MG
768
Mather Group
Illinois
$511K
SSWM
769
Smith Salley Wealth Management
North Carolina
$507K -$31.1K -1,578 -6%
RFA
770
Resurgent Financial Advisors
Georgia
$504K +$7.8K +396 +2%
Principal Financial Group
771
Principal Financial Group
Iowa
$494K -$352K -17,862 -75%
HR
772
Howe & Rusling
New York
$487K +$86.8K +4,410 +23%
SPC
773
Stewart & Patten Company
California
$485K -$4.78K -243 -1%
FMN
774
Financial Management Network
California
$485K +$1.42K +72 +0.3%
MMA
775
Miracle Mile Advisors
California
$484K +$945 +48 +0.2%