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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1376
International Assets Investment Management
Florida
$159K +$2.44K +91 +2%
TCOT
1377
Trust Company of Toledo
Ohio
$156K – – –
CMP
1378
Coston McIsaac & Partners
Maine
$152K – – –
TC
1379
Trust Company
Kansas
$149K +$31.4K +1,172 +25%
SWM
1380
SHP Wealth Management
Massachusetts
$148K +$5.42K +202 +4%
OA
1381
Operose Advisors
Wisconsin
$147K – – –
CBT
1382
Crews Bank & Trust
Florida
$146K +$72.8K +2,713 +90%
SGFG
1383
Silver Grove Financial Group
New York
$145K -$805 -30 -0.5%
DF
1384
Dunhill Financial
United Kingdom
$144K – – –
Heritage Wealth Advisors
1385
Heritage Wealth Advisors
Virginia
$132K – – –
GCM
1386
Gables Capital Management
Florida
$129K – – –
TLFA
1387
True Link Financial Advisors
California
$126K +$132K +4,924 New
OW
1388
Olistico Wealth
Oklahoma
$126K – – –
First Command Advisory Services
1389
First Command Advisory Services
Texas
$124K -$43.3K -1,616 -25%
JWM
1390
JPL Wealth Management
Colorado
$119K +$124K +4,623 New
BCMIO
1391
Beacon Capital Management Inc (Ohio)
Ohio
$118K +$123K +4,596 New
CB
1392
Community Bank
New York
$116K – – –
SIS
1393
Sound Income Strategies
Florida
$114K +$27 +1 +0%
AWM
1394
Activest Wealth Management
Florida
$112K +$188 +7 +0.2%
HHGA
1395
Halbert Hargrove Global Advisors
California
$111K – – –
CPA
1396
Cardiff Park Advisors
California
$103K +$322 +12 +0.3%
NSIM
1397
North Star Investment Management
Illinois
$103K +$322 +12 +0.3%
PWMA
1398
Pension & Wealth Management Advisors
Massachusetts
$100K +$295 +11 +0.3%
MCA
1399
McGuire Capital Advisors
Oklahoma
$97K -$12.3K -457 -11%
KFAS
1400
Keating Financial Advisory Services
Kansas
$92.7K – – –