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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
776
McKinley Carter Wealth Services
West Virginia
$911K -$197K -7,765 -18%
SSWM
777
Smith Salley Wealth Management
North Carolina
$911K -$38.1K -1,501 -4%
KWS
778
Keystone Wealth Services
California
$908K -$12.2K -479 -1%
TWA
779
Trellis Wealth Advisors
California
$899K
DWP
780
Daymark Wealth Partners
Ohio
$893K +$612K +24,094 +245%
HGWM
781
Horst & Graben Wealth Management
Oregon
$891K -$254 -10 -0%
CA
782
Claro Advisors
Massachusetts
$888K +$165K +6,511 +24%
OCM
783
One Capital Management
California
$888K +$241K +9,507 +39%
CFP
784
Cascade Financial Partners
California
$886K +$686 +27 +0.1%
First Trust Advisors
785
First Trust Advisors
Illinois
$879K +$190K +7,469 +29%
WPW
786
Watershed Private Wealth
Illinois
$874K +$21.4K +844 +3%
FFO
787
Fiduciary Family Office
Florida
$874K
AWA
788
Arkadios Wealth Advisors
Georgia
$873K -$1.75M -68,770 -67%
KJWM
789
Kiley Juergens Wealth Management
Washington
$861K -$10K -395 -1%
MSS
790
Mitchell Sinkler & Starr
Pennsylvania
$860K
ACM
791
Anfield Capital Management
California
$859K +$828K +32,612 New
KA
792
Klingman & Associates
New York
$858K
FFB
793
First Financial Bankshares
Texas
$857K
CWA
794
CM Wealth Advisors
Ohio
$857K
PK
795
Pflug Koory
Nebraska
$857K +$251K +9,878 +44%
KPWS
796
Kestra Private Wealth Services
Texas
$855K -$174K -6,844 -17%
VCM
797
Virtue Capital Management
Tennessee
$849K -$2.1M -82,513 -90%
RIA
798
Regal Investment Advisors
Michigan
$849K -$12.2K -481 -1%
SFS
799
Security Financial Services
Indiana
$848K
PMFA
800
Plante Moran Financial Advisors
Michigan
$846K +$25 +1 +0%