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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WG
876
Wealth Group
North Carolina
$553K -$21.6K -928 -4%
DFG
877
Delta Financial Group
New Jersey
$553K +$557K +23,878 New
EGM
878
Engineers Gate Manager
New York
$553K +$556K +23,843 New
RFA
879
Resurgent Financial Advisors
Georgia
$551K
M&T Bank
880
M&T Bank
New York
$546K +$4.75K +204 +0.9%
WJWM
881
Williams Jones Wealth Management
New York
$545K -$3.22K -138 -0.6%
First Manhattan
882
First Manhattan
New York
$536K
BTI
883
Blue Trust Inc
Georgia
$535K +$49.4K +2,118 +10%
FCB
884
First County Bank
Connecticut
$535K -$21.4K -919 -4%
SPIA
885
Steward Partners Investment Advisory
New York
$534K +$3.4K +146 +0.6%
MIC
886
Means Investment Company
Maine
$533K -$4.85K -208 -0.9%
MG
887
Mather Group
Illinois
$529K +$513 +22 +0.1%
GF
888
Gries Financial
Ohio
$529K -$106K -4,536 -17%
TWP
889
Triad Wealth Partners
Kansas
$528K +$531K +22,785 New
PA
890
Parkside Advisors
California
$527K
AA
891
AlphaQ Advisors
Florida
$523K -$14K -600 -3%
PWA
892
Physician Wealth Advisors
Utah
$521K -$1.05M -44,964 -67%
FMN
893
Financial Management Network
California
$519K -$44.1K -1,894 -8%
CPA
894
Compass Planning Associates
Massachusetts
$517K +$520K +22,302 New
PK
895
Pflug Koory
Nebraska
$516K +$62.2K +2,670 +14%
NL
896
NWAM LLC
Washington
$512K -$33.6K -1,442 -6%
CW
897
CreativeOne Wealth
Kansas
$508K -$15.3K -658 -3%
NFTC
898
North Forty Two & Co
Oregon
$507K +$510K +21,870 New
1IA
899
1834 Investment Advisors
Wisconsin
$505K +$5.17K +222 +1%
AP
900
Aspect Partners
Virginia
$501K