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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
976
Blue Trust Inc
Georgia
$623K -$33K -1,156 -5%
SWA
977
Stratos Wealth Advisors
Ohio
$622K +$66.7K +2,335 +12%
LC
978
LCNB Corp
Ohio
$622K – – –
LA
979
LexAurum Advisors
Kansas
$622K -$24K -839 -4%
MCM
980
Morton Capital Management
California
$616K +$3.63K +127 +0.6%
NFTC
981
North Forty Two & Co
Oregon
$615K – – –
KF
982
Ketron Financial
California
$612K +$283K +9,909 +91%
TWP
983
Triad Wealth Partners
Kansas
$611K -$68.6K -2,402 -11%
RMDI
984
R.M. Davis Inc
Maine
$607K +$589K +20,623 New
TMWM
985
Taylor & Morgan Wealth Management
Michigan
$602K +$8.48K +297 +1%
PAM
986
Peak Asset Management
Colorado
$602K – – –
OCM
987
One Capital Management
California
$596K – – –
EFA
988
Evernest Financial Advisors
Indiana
$596K +$29 +1 +0%
OCG
989
Opus Capital Group
Ohio
$595K – – –
WCM
990
Weik Capital Management
Pennsylvania
$594K +$1.43K +50 +0.2%
AT
991
American Trust
Kentucky
$594K – – –
EFL
992
ERn Financial LLC
Wisconsin
$592K – – –
CIA
993
Cape Investment Advisory
Georgia
$591K -$7.68K -269 -1%
WPW
994
Watershed Private Wealth
Illinois
$591K -$334K -11,697 -37%
RLWM
995
RF&L Wealth Management
Massachusetts
$589K – – –
EAM
996
Empirical Asset Management
Massachusetts
$588K -$3.51K -123 -0.6%
WCP
997
Wick Capital Partners
Pennsylvania
$588K – – –
LWANC
998
Laurel Wealth Advisors (North Carolina)
North Carolina
$585K – – –
CGFA
999
Colton Groome Financial Advisors
North Carolina
$584K – – –
RF
1000
RetireMitten Financial
Michigan
$581K -$65.1K -2,280 -10%