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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
851
Global Financial Private Client
Florida
$3.37K – – –
FWM
852
Focused Wealth Management
New York
$3K -$2.67K -150 -46%
PFA
853
Professional Financial Advisors
Nebraska
$3K – – –
GEA
854
Glen Eagle Advisors
New Jersey
$2.71K – – –
BA
855
Bellwether Advisors
Nebraska
$2K – – –
CMA
856
Cedar Mountain Advisors
Oregon
$2K – – –
FCAS
857
First Command Advisory Services
Texas
$2K +$2.03K +114 New
AWM
858
Atticus Wealth Management
Florida
$1K -$1.18K -66 -52%
HPC
859
HM Payson & Co
Maine
$1K – – –
ME
860
McIlrath & Eck
Washington
$1K – – –
PP
861
PrairieView Partners
Minnesota
$1K – – –
SWM
862
Selective Wealth Management
Virginia
$1K – – –
EWM
863
Edge Wealth Management
New York
$1K +$107 +6 New
EWM
864
EPG Wealth Management
Georgia
$1K +$1.28K +72 New
AWM
865
Activest Wealth Management
Florida
$1K +$1.5K +84 New
KFS
866
Kelly Financial Services
Massachusetts
$650 – – –
WIM
867
Westside Investment Management
California
$8 – – –
CIAS
868
CFS Investment Advisory Services
New Jersey
– -$25.8M -1,490,262 Closed
SFMG
869
Sage Financial Management Group
Virginia
– -$25.8M -1,490,262 Closed
KOMWMG
870
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$19.2M -1,106,928 Closed
ACP
871
Arcus Capital Partners
Georgia
– -$3.96M -228,738 Closed
PWS
872
Precision Wealth Strategies
Missouri
– -$2.88M -165,966 Closed
Millennium Management
873
Millennium Management
New York
– -$1.4M -80,484 Closed
CC
874
Claybrook Capital
Massachusetts
– -$1.04M -59,988 Closed
OMC
875
Old Mission Capital
Illinois
– -$967K -55,800 Closed