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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1251
Strategic Investment Solutions
Illinois
$54.2K -$12.2K -522 -18%
ME
1252
McIlrath & Eck
Washington
$54.1K – – –
DCM
1253
Davis Capital Management
Florida
$53.9K – – –
Balentine LLC
1254
Balentine LLC
Georgia
$51.9K – – –
BOK Financial
1255
BOK Financial
Oklahoma
$48K +$9.5K +408 +23%
GW&K Investment Management
1256
GW&K Investment Management
Massachusetts
$47K – – –
FP
1257
Financial Perspectives
Minnesota
$46.9K – – –
TCM
1258
TruNorth Capital Management
Michigan
$46.6K – – –
PWMG
1259
Prestige Wealth Management Group
New Jersey
$46.4K -$19.6K -840 -29%
TFGT
1260
TS Financial Group (TSFG)
Illinois
$45K – – –
AWM
1261
Accredited Wealth Management
Kentucky
$44.8K – – –
VWA
1262
Valued Wealth Advisors
Utah
$43.3K +$45.7K +1,962 New
CSB
1263
City State Bank
Iowa
$41.5K – – –
SWIM
1264
Smallwood Wealth Investment Management
New Jersey
$41K +$43.3K +1,859 New
GWMI
1265
Guardian Wealth Management (Illinois)
Illinois
$40.3K +$47 +2 +0.1%
OA
1266
Operose Advisors
Wisconsin
$38.3K – – –
HWM
1267
HighMark Wealth Management
Minnesota
$38.1K +$116 +5 +0.3%
PA
1268
PSI Advisors
Florida
$38K – – –
MWM
1269
MorganRosel Wealth Management
Colorado
$36.5K +$38.5K +1,653 New
Q1WB
1270
Quest 10 Wealth Builders
Virginia
$36K +$34K +1,461 +864%
BGWM
1271
Bridge Generations Wealth Management
Florida
$35.1K +$26.1K +1,122 +239%
IHWM
1272
Iron Horse Wealth Management
Iowa
$33.6K – – –
GAMMA Investing
1273
GAMMA Investing
California
$32.7K – – –
PWMG
1274
Private Wealth Management Group
New Jersey
$31.4K – – –
Washington Trust
1275
Washington Trust
Rhode Island
$31.3K – – –