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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
1301
Howard Capital Management Group
California
$248K – – –
EI
1302
Ellevest Inc
New York
$246K +$244K +9,155 New
IWP
1303
IAG Wealth Partners
Wisconsin
$246K -$45.8K -1,715 -16%
MWP
1304
Madison Wealth Partners
Wisconsin
$244K -$19.9K -744 -8%
BW
1305
Basepoint Wealth
Iowa
$244K -$251K -9,394 -51%
SIAP
1306
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K +$2.43K +91 +1%
BDFN
1307
Bond & Devick Financial Network
Minnesota
$243K – – –
WI
1308
WBI Investments
New Jersey
$243K -$1.44K -54 -0.6%
CIAS
1309
Capital Investment Advisory Services
North Carolina
$243K -$159K -5,946 -40%
OC
1310
Oakworth Capital
Alabama
$242K -$3.18K -119 -1%
KP
1311
Keel Point
Alabama
$241K +$19.9K +744 +9%
RFA
1312
Rollins Financial Advisors
New York
$241K – – –
SSA
1313
Sierra Summit Advisors
Nevada
$241K – – –
LDB
1314
Lee, Danner & Bass
Tennessee
$239K – – –
IF
1315
Intrua Financial
Texas
$239K -$75.7K -2,834 -24%
SGK
1316
Steigerwald Gordon & Koch
Virginia
$238K – – –
Vestmark Advisory Solutions
1317
Vestmark Advisory Solutions
Massachusetts
$237K +$236K +8,825 New
MA
1318
MKT Advisors
California
$236K – – –
PCM
1319
Presidio Capital Management
California
$236K – – –
MMCM
1320
Murphy & Mullick Capital Management
New York
$236K – – –
CISOA
1321
Capital Investment Services of America
Wisconsin
$233K – – –
DPI
1322
Diversified Portfolios Inc
Michigan
$231K +$80 +3 +0%
SB
1323
Strategic Blueprint
Georgia
$231K +$5.47K +205 +2%
AFWM
1324
AMJ Financial Wealth Management
Virginia
$231K +$20K +749 +10%
CCT
1325
Capital City Trust
Florida
$230K – – –