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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
776
NBT Bank
New York
$547K -$158K -7,662 -23%
AWM
777
Accurate Wealth Management
Florida
$544K +$27K +1,308 +6%
VPP
778
Vertex Planning Partners
Illinois
$536K
MOS
779
MGO One Seven
Ohio
$535K -$125K -6,048 -19%
RCAG
780
Rehmann Capital Advisory Group
Michigan
$535K -$63.5K -3,075 -11%
MAG
781
Mayfair Advisory Group
Alabama
$531K +$186K +9,000 +60%
NFG
782
Nations Financial Group
Iowa
$528K -$60K -2,904 -11%
WN
783
Williams & Novak
California
$526K +$4.15K +201 +0.8%
FMN
784
Financial Management Network
California
$523K +$1.49K +72 +0.3%
OMC
785
Old Mission Capital
Illinois
$521K +$502K +24,306 New
RFA
786
Resurgent Financial Advisors
Georgia
$514K -$8.18K -396 -2%
AA
787
AlphaQ Advisors
Florida
$513K -$84.2K -4,074 -15%
Principal Financial Group
788
Principal Financial Group
Iowa
$512K +$369K +17,862 +296%
WG
789
Wealth Group
North Carolina
$506K +$132K +6,372 +37%
SWA
790
Stratos Wealth Advisors
Ohio
$505K +$487K +23,589 New
PWM
791
Power Wealth Management
Georgia
$503K +$485K +23,472 New
MMA
792
Miracle Mile Advisors
California
$501K
M&T Bank
793
M&T Bank
New York
$500K -$107K -5,166 -18%
HR
794
Howe & Rusling
New York
$500K -$4.34K -210 -0.9%
MIC
795
Means Investment Company
Maine
$497K -$34.2K -1,656 -7%
WJWM
796
Williams Jones Wealth Management
New York
$494K +$1.24K +60 +0.3%
NEPWA
797
New England Private Wealth Advisors
Massachusetts
$493K
MWA
798
Martel Wealth Advisors
Washington
$493K -$368K -17,823 -44%
CAL
799
Capital Analysts LLC
Pennsylvania
$493K +$313K +15,126 +192%
MPCA
800
Madison Park Capital Advisors
Washington
$492K +$24.8K +1,200 +6%