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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFTC
901
North Forty Two & Co
Oregon
$551K -$11.7K -462 -2%
GWM
902
GSB Wealth Management
Connecticut
$549K +$18K +707 +4%
FCB
903
First County Bank
Connecticut
$548K -$14K -550 -3%
MCM
904
Morton Capital Management
California
$548K +$27.1K +1,068 +5%
RWM
905
Rockwood Wealth Management
Pennsylvania
$548K – – –
CPW
906
Crestmont Private Wealth
Texas
$546K +$22.7K +892 +4%
KWM
907
KW Wealth Management
California
$545K +$525K +20,685 New
MWA
908
Motive Wealth Advisors
Michigan
$545K – – –
Fifth Third Bancorp
909
Fifth Third Bancorp
Ohio
$534K +$172K +6,772 +50%
G
910
Gainplan
Michigan
$532K -$66.8K -2,632 -12%
EFL
911
ERn Financial LLC
Wisconsin
$529K +$1.04K +41 +0.2%
MWA
912
Martel Wealth Advisors
Washington
$529K +$178 +7 +0%
NL
913
NWAM LLC
Washington
$524K -$20.9K -823 -4%
RLWM
914
RF&L Wealth Management
Massachusetts
$524K – – –
CGFA
915
Colton Groome Financial Advisors
North Carolina
$523K – – –
LWANC
916
Laurel Wealth Advisors (North Carolina)
North Carolina
$523K – – –
DADC
917
D.A. Davidson & Co
Montana
$523K +$70.8K +2,788 +16%
RA
918
RFG Advisory
Alabama
$520K -$6.37K -251 -1%
GB
919
Goepper Burkhardt
South Carolina
$518K – – –
SWA
920
Stratos Wealth Advisors
Ohio
$516K -$5.89K -232 -1%
WCM
921
Weik Capital Management
Pennsylvania
$515K +$25.4K +1,000 +5%
CFG
922
Clayton Financial Group
Missouri
$513K +$2.08K +82 +0.4%
JLBC
923
J.L. Bainbridge & Co
Florida
$511K +$14.2K +558 +3%
GKWIM
924
Gerber Kawasaki Wealth & Investment Management
California
$510K +$80.6K +3,173 +20%
CCP
925
Carmel Capital Partners
California
$510K +$34.3K +1,350 +7%