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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1326
Pin Oak Investment Advisors
Texas
$230K – – –
EWM
1327
Evercore Wealth Management
New York
$229K – – –
MWM
1328
Mattern Wealth Management
Kansas
$229K – – –
CWA
1329
Centennial Wealth Advisory
Michigan
$228K – – –
AF
1330
Amara Financial
California
$227K +$694 +26 +0.3%
LB
1331
Legacy Bridge
Iowa
$227K – – –
WCM
1332
Wealthcare Capital Management
Virginia
$226K -$997K -37,323 -82%
RWC
1333
Rare Wolf Capital
Washington
$226K +$224K +8,400 New
CWS
1334
Cypress Wealth Services
California
$225K +$134 +5 +0.1%
SCM
1335
SOL Capital Management
Maryland
$225K +$13.4K +500 +6%
YWM
1336
Yukon Wealth Management
Kansas
$223K +$641 +24 +0.3%
WA
1337
WP Advisors
California
$221K +$641 +24 +0.3%
PWA
1338
Perspective Wealth Advisors
Colorado
$221K +$219K +8,201 New
MCA
1339
MSH Capital Advisors
Arizona
$219K +$217K +8,137 New
VAM
1340
Virtue Asset Management
Illinois
$219K -$1.23K -46 -0.6%
VCP
1341
Verus Capital Partners
Arizona
$219K -$3.6K -135 -2%
PG
1342
Prostatis Group
Maryland
$218K – – –
LAMNM
1343
Longview Asset Management (New Mexico)
New Mexico
$218K +$216K +8,105 New
SFC
1344
SYM Financial Corp
Indiana
$216K – – –
BSSFA
1345
Baron Silver Stevens Financial Advisors
Florida
$216K – – –
DOA
1346
D'Orazio & Associates
Virginia
$215K +$80 +3 +0%
SMCM
1347
Sky-Mountain Capital Management
Idaho
$214K – – –
NAMNJ
1348
NorthStar Asset Management (New Jersey)
New Jersey
$214K +$1.36K +51 +0.6%
BWL
1349
Beacon Wealthcare LLC
North Carolina
$212K – – –
IWN
1350
Independent Wealth Network
Iowa
$210K -$7.18K -269 -3%