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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWS
1401
Rochester Wealth Strategies
Michigan
$205K +$199K +6,972 New
LNWTC
1402
Laird Norton Wetherby Trust Company
Washington
$205K +$199K +6,970 New
GWP
1403
Gateway Wealth Partners
Wisconsin
$205K -$76.6K -2,683 -28%
GPW
1404
Gray Private Wealth
Massachusetts
$204K +$198K +6,941 New
CWWM
1405
Clear Wave Wealth Management
New Jersey
$203K +$197K +6,910 New
WMN
1406
Wealth Management Nebraska
Nebraska
$203K -$242K -8,483 -55%
GWM
1407
Gilpin Wealth Management
Colorado
$203K +$197K +6,889 New
NA
1408
Note Advisors
New York
$203K +$197K +6,887 New
PMG
1409
Private Management Group
California
$203K +$197K +6,882 New
YWM
1410
Yukon Wealth Management
Kansas
$202K -$39.9K -1,398 -17%
RPA
1411
Rock Point Advisors
Vermont
$202K +$196K +6,872 New
VCP
1412
Verus Capital Partners
Arizona
$201K -$36.7K -1,286 -16%
CCT
1413
Capital City Trust
Florida
$201K -$49.6K -1,738 -20%
CIM
1414
Contravisory Investment Management
Massachusetts
$201K -$26.7K -935 -12%
ATC
1415
Argent Trust Co
Tennessee
$200K +$194K +6,810 New
SGFG
1416
Silver Grove Financial Group
New York
$193K +$25.7K +899 +16%
JFG
1417
JDM Financial Group
Texas
$192K -$34.9K -1,223 -16%
DF
1418
Dunhill Financial
United Kingdom
$192K +$25.7K +901 +16%
AT
1419
Arlington Trust
Alabama
$191K
RWM
1420
RMG Wealth Management
Wisconsin
$182K +$96.2K +3,369 +142%
IAIM
1421
International Assets Investment Management
Florida
$179K -$1.31K -46 -0.7%
TCOT
1422
Trust Company of Toledo
Ohio
$179K
IFWM
1423
Institute for Wealth Management
Colorado
$179K +$173K +6,068 New
CMP
1424
Coston McIsaac & Partners
Maine
$174K
TC
1425
Trust Company
Kansas
$172K +$657 +23 +0.4%