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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
976
Crestmont Private Wealth
Texas
$529K +$1.37K +51 +0.2%
QCM
977
QRG Capital Management
Illinois
$526K +$223K +8,315 +68%
BW
978
BIP Wealth
Georgia
$526K +$144K +5,352 +35%
PAM
979
Peak Asset Management
Colorado
$524K +$79.8K +2,973 +17%
CIA
980
Cape Investment Advisory
Georgia
$522K -$55.1K -2,055 -9%
DADC
981
D.A. Davidson & Co
Montana
$521K -$300K -11,165 -35%
MWA
982
Motive Wealth Advisors
Michigan
$518K
OCG
983
Opus Capital Group
Ohio
$518K +$210K +7,825 +63%
AT
984
American Trust
Kentucky
$518K -$163K -6,086 -23%
TMWM
985
Taylor & Morgan Wealth Management
Michigan
$517K +$8.56K +319 +2%
WCM
986
Weik Capital Management
Pennsylvania
$517K
ECA
987
Elevated Capital Advisors
Utah
$517K +$540K +20,145 New
EFL
988
ERn Financial LLC
Wisconsin
$516K
EAM
989
Empirical Asset Management
Massachusetts
$516K +$4.53K +169 +0.8%
CCP
990
Carmel Capital Partners
California
$515K +$10.3K +385 +2%
WJWM
991
Williams Jones Wealth Management
New York
$513K -$275K -10,266 -34%
RLWM
992
RF&L Wealth Management
Massachusetts
$513K +$1.07K +40 +0.2%
WCP
993
Wick Capital Partners
Pennsylvania
$512K
CGFA
994
Colton Groome Financial Advisors
North Carolina
$509K
First Trust Advisors
995
First Trust Advisors
Illinois
$508K +$76.5K +2,853 +17%
PVI
996
Pine Valley Investments
New Jersey
$507K +$160K +5,967 +43%
G
997
Gainplan
Michigan
$506K -$13.5K -504 -2%
TCM
998
Traynor Capital Management
Pennsylvania
$505K +$260K +9,703 +92%
GWM
999
GSB Wealth Management
Connecticut
$505K -$28.5K -1,063 -5%
MIC
1000
Means Investment Company
Maine
$501K +$80 +3 +0%