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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1026
EverSource Wealth Advisors
Alabama
$169K +$790 +45 +0.5%
SL
1027
Salomon & Ludwin
Virginia
$166K – – –
SWM
1028
Sugarloaf Wealth Management
Georgia
$166K – – –
CIM
1029
Contravisory Investment Management
Massachusetts
$163K +$101K +5,760 +199%
LFA
1030
Level Financial Advisors
New York
$158K +$64.5K +3,672 +77%
WPA
1031
West Paces Advisors
Georgia
$157K -$109K -6,195 -43%
AWA
1032
Alaska Wealth Advisors
Alaska
$154K – – –
PO
1033
Private Ocean
California
$153K +$474 +27 +0.3%
Fifth Third Bancorp
1034
Fifth Third Bancorp
Ohio
$150K -$6.27K -357 -4%
GWSG
1035
GPS Wealth Strategies Group
Colorado
$149K +$53 +3 +0%
HPC
1036
HM Payson & Co
Maine
$148K -$19.2K -1,095 -12%
BCMLT
1037
Beacon Capital Management LLC (Tennessee)
Tennessee
$146K – – –
NG
1038
NWK Group
California
$137K – – –
UB
1039
UMB Bank
Missouri
$135K – – –
LC
1040
Lindbrook Capital
California
$131K – – –
LB
1041
Legacy Bridge
Iowa
$123K – – –
SC
1042
Stephens Consulting
Michigan
$119K +$6.11K +348 +6%
BWL
1043
Bogart Wealth LLC
Virginia
$116K +$44.1K +2,514 +69%
PWMG
1044
Prestige Wealth Management Group
New Jersey
$115K – – –
AIMA
1045
Ables Iannone Moore & Associates
Georgia
$114K +$107K +6,072 New
POIA
1046
Pin Oak Investment Advisors
Texas
$113K – – –
PFPT
1047
Pinnacle Financial Partners (Tennessee)
Tennessee
$113K – – –
JFGIW
1048
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$111K +$43.1K +2,457 +71%
LFA
1049
Legend Financial Advisors
Pennsylvania
$107K +$53 +3 +0.1%
RG
1050
Retirement Group
California
$107K – – –