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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1176
Woodmont Investment Counsel
Tennessee
$3.17K +$3.01K +153 New
First Horizon Advisors
1177
First Horizon Advisors
Tennessee
$3.1K – – –
WWP
1178
WR Wealth Planners
Missouri
$2.98K +$2.83K +144 New
Russell Investments Group
1179
Russell Investments Group
United Kingdom
$2.47K – – –
BLC
1180
Brown, Lisle/Cummings
Rhode Island
$2.42K – – –
PP
1181
PrairieView Partners
Minnesota
$2K – – –
EWM
1182
EPG Wealth Management
Georgia
$1.61K – – –
BWM
1183
Bullock Wealth Management
Indiana
$1.55K +$1.48K +75 New
GEA
1184
Glen Eagle Advisors
New Jersey
$1.54K -$1.48K -75 -50%
OLVIG
1185
Oliver Lagore Vanvalin Investment Group
Michigan
$1.49K -$5.37K -273 -79%
AFWM
1186
Abich Financial Wealth Management
Virginia
$1.49K – – –
SWM
1187
Sanctuary Wealth Management
Idaho
$1.4K – – –
MFG
1188
Mendota Financial Group
Wisconsin
$1.37K – – –
BOK Financial
1189
BOK Financial
Oklahoma
$1.12K – – –
DF
1190
DecisionPoint Financial
Arizona
$820 +$827 +42 New
JHCP
1191
Jackson Hole Capital Partners
Oklahoma
$496 – – –
VAG
1192
VisionPoint Advisory Group
Texas
$310 +$295 +15 New
MCM
1193
Manchester Capital Management
Vermont
$126 – – –
VWM
1194
Valley Wealth Managers
New Jersey
$8 – – –
KOC
1195
Koss-Olinger Consulting
Florida
– -$172M -9,164,754 Closed
BWA
1196
BlueSky Wealth Advisors
North Carolina
– -$110M -5,854,131 Closed
SA
1197
Scarborough Advisors
Maryland
– -$91M -4,841,457 Closed
CWM
1198
Curi Wealth Management
North Carolina
– -$70.5M -3,750,030 Closed
AAMA
1199
Advanced Asset Management Advisors
Ohio
– -$31.8M -1,690,200 Closed
RA
1200
Rational Advisors
New York
– -$21.8M -1,160,913 Closed