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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1226
Stephens Consulting
Michigan
$108K -$2.33K -100 -2%
KSWA
1227
Kathleen S. Wright Associates
Pennsylvania
$105K – – –
FFWM
1228
Future Financial Wealth Management
Ohio
$104K -$122K -5,220 -54%
TAM
1229
Tucker Asset Management
Colorado
$104K -$183K -7,833 -64%
RMP
1230
Richards, Merrill & Peterson
Washington
$102K +$103K +4,419 New
HHGA
1231
Halbert Hargrove Global Advisors
California
$100K +$101K +4,328 New
MEG
1232
Millstone Evans Group
Colorado
$97.4K +$97.9K +4,200 New
PC
1233
Promus Capital
Illinois
$96.4K +$96.9K +4,158 New
IF
1234
Integrity Financial
Wyoming
$93.7K +$94.2K +4,041 New
NSIM
1235
North Star Investment Management
Illinois
$92.1K +$280 +12 +0.3%
GWS
1236
Glassman Wealth Services
Virginia
$85.8K – – –
RP
1237
Rice Partnership
Hawaii
$81.7K -$73K -3,132 -47%
HNW
1238
High Note Wealth
Minnesota
$76.8K +$77.2K +3,312 New
BCWM
1239
Ball & Co Wealth Management
Tennessee
$72K +$72.7K +3,121 New
SIC
1240
SJS Investment Consulting
Ohio
$71.8K – – –
SS
1241
Sunbelt Securities
Texas
$71.5K -$34.1K -1,465 -32%
CFS
1242
CGC Financial Services
Oregon
$69.5K – – –
CAWM
1243
Capital A Wealth Management
Pennsylvania
$69.5K +$69.8K +2,997 New
SIS
1244
Strategic Investment Solutions
Illinois
$69K -$1.28K -55 -2%
PWMG
1245
Prestige Wealth Management Group
New Jersey
$68.2K – – –
CCP
1246
Clarkston Capital Partners
Michigan
$64.6K +$5.52K +237 +9%
CJ
1247
Caitlin John
Michigan
$63.5K -$128K -5,478 -67%
FFO
1248
Fortitude Family Office
Arizona
$63.3K – – –
ACA
1249
American Capital Advisory
Idaho
$63.1K +$186 +8 +0.3%
AW
1250
Avion Wealth
Texas
$63K +$23 +1 +0%