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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1426
Strategic Investment Solutions
Illinois
$60.1K – – –
SWIM
1427
Smallwood Wealth Investment Management
New Jersey
$55.7K – – –
GJIA
1428
Glass Jacobson Investment Advisors
Maryland
$54.8K +$134 +5 +0.2%
FP
1429
Financial Perspectives
Minnesota
$54.8K +$161 +6 +0.3%
SWA
1430
SOA Wealth Advisors
New York
$54.4K +$56.9K +2,123 New
KCM
1431
Key Capital Management
Tennessee
$54.3K +$6.63K +247 +13%
PWMG
1432
Prestige Wealth Management Group
New Jersey
$53.8K – – –
TCM
1433
Triumph Capital Management
Colorado
$52.1K -$39.8K -1,485 -42%
GW&K Investment Management
1434
GW&K Investment Management
Massachusetts
$52K – – –
TFGT
1435
TS Financial Group (TSFG)
Illinois
$52K – – –
RBC
1436
Roble Belko & Company
Pennsylvania
$50K +$349 +13 +0.7%
DCM
1437
Davis Capital Management
Florida
$48.9K -$11.2K -417 -18%
GWS
1438
Glassman Wealth Services
Virginia
$48.3K -$48.8K -1,818 -49%
CSB
1439
City State Bank
Iowa
$48.2K – – –
LWM
1440
Lodestone Wealth Management
Washington
$48K – – –
PP
1441
PFS Partners
New Jersey
$45.8K – – –
BOK Financial
1442
BOK Financial
Oklahoma
$45.2K – – –
TWM
1443
TopTier Wealth Management
Wisconsin
$45.1K +$47.2K +1,758 New
TIAA Wealth Investment Management
1444
TIAA Wealth Investment Management
New York
$45K +$48.4K +1,805 New
EA
1445
Evergreen Advisors
Tennessee
$45K +$47K +1,753 New
SS
1446
Sunbelt Securities
Texas
$44.8K -$9.44K -352 -17%
HWM
1447
HighMark Wealth Management
Minnesota
$44.7K +$161 +6 +0.3%
VWA
1448
Valued Wealth Advisors
Utah
$43.7K +$23K +858 +101%
Manning & Napier Advisors
1449
Manning & Napier Advisors
New York
$43.4K – – –
MWM
1450
Magnolia Wealth Management
Alabama
$41.6K +$43.5K +1,623 New