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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1451
Activest Wealth Management
Florida
$128K – – –
FCAS
1452
First Command Advisory Services
Texas
$128K -$13.6K -477 -10%
HHGA
1453
Halbert Hargrove Global Advisors
California
$127K – – –
NB
1454
NBT Bank
New York
$122K -$417K -14,605 -78%
NSIM
1455
North Star Investment Management
Illinois
$119K +$286 +10 +0.2%
PWMA
1456
Pension & Wealth Management Advisors
Massachusetts
$115K +$314 +11 +0.3%
BC
1457
Burnham & Co
Michigan
$114K +$111K +3,889 New
MCA
1458
McGuire Capital Advisors
Oklahoma
$112K +$143 +5 +0.1%
KFAS
1459
Keating Financial Advisory Services
Kansas
$106K – – –
ACA
1460
American Capital Advisory
Idaho
$104K +$22.1K +775 +28%
RMP
1461
Richards, Merrill & Peterson
Washington
$103K – – –
RP
1462
Rice Partnership
Hawaii
$102K – – –
HPC
1463
HM Payson & Co
Maine
$97.5K – – –
CPG
1464
Cornerstone Planning Group
New Jersey
$97.3K +$5.08K +178 +6%
GI
1465
GAMMA Investing
California
$92.5K +$47.5K +1,663 +112%
KCM
1466
Key Capital Management
Tennessee
$91.5K +$28.2K +989 +47%
SWAG
1467
Spectrum Wealth Advisory Group
California
$90.3K +$87.6K +3,068 New
CFS
1468
CGC Financial Services
Oregon
$88.3K – – –
SIC
1469
SJS Investment Consulting
Ohio
$86.4K -$171 -6 -0.2%
TF
1470
Tompkins Financial
New York
$86.4K +$77.1K +2,699 +1,139%
TAP
1471
Tounjian Advisory Partners
Florida
$83K +$80.6K +2,821 New
CJ
1472
Caitlin John
Michigan
$80.6K – – –
AW
1473
Avion Wealth
Texas
$80K -$29 -1 -0%
CNBTD
1474
Citizens National Bank Trust Department
Mississippi
$79.1K – – –
EP
1475
Essential Partners
California
$78.6K +$29 +1 +0%