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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
226
Legend Financial Advisors
Pennsylvania
$2.57M -$64.4K -5,940 -3%
VCAM
227
Van Cleef Asset Management
Ohio
$2.56M -$169K -15,642 -6%
KP
228
Keel Point
Alabama
$2.54M
BAM
229
Baldrige Asset Management
Pennsylvania
$2.53M +$2.43M +224,508 New
CFA
230
Cahill Financial Advisors
Minnesota
$2.52M +$351K +32,370 +17%
HCM
231
Hollencrest Capital Management
California
$2.5M -$86.1K -7,944 -3%
EFS
232
Econ Financial Services
Pennsylvania
$2.45M +$322K +29,724 +16%
VR
233
Viridian RIA
Washington
$2.45M +$156K +14,370 +7%
BRWA
234
B. Riley Wealth Advisors
Florida
$2.35M -$10.9K -1,002 -0.5%
EWM
235
Elmwood Wealth Management
California
$2.33M -$959K -88,518 -30%
CMBA
236
C.M. Bidwell & Associates
Hawaii
$2.33M +$472K +43,554 +27%
ECML
237
Eagle Capital Management (Louisiana)
Louisiana
$2.31M -$344K -31,722 -13%
MCM
238
Mengis Capital Management
Oregon
$2.29M +$72.4K +6,678 +3%
IC
239
InterOcean Capital
Illinois
$2.26M +$541K +49,920 +33%
SPC
240
Sigma Planning Corp
Michigan
$2.24M +$12.7K +1,170 +0.6%
FSWA
241
Financial Synergies Wealth Advisors
Texas
$2.22M +$2.13M +196,590 New
GC
242
Grimes & Company
Massachusetts
$2.21M +$351K +32,436 +20%
WWM
243
Windsor Wealth Management
Indiana
$2.19M +$90.1K +8,316 +4%
AIM
244
Aspen Investment Management
Michigan
$2.11M -$110K -10,176 -5%
GC
245
Garde Capital
Washington
$2.07M -$26.7K -2,466 -1%
BAMG
246
Brand Asset Management Group
Missouri
$2.07M +$960K +88,608 +93%
MCM
247
Mainstay Capital Management
Michigan
$2.06M -$975 -90 -0%
SIC
248
Sigma Investment Counselors
Michigan
$2.06M +$95.6K +8,820 +5%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$2.05M +$1.97M +181,662 New
VBFG
250
Vishria Bird Financial Group
Tennessee
$2.03M +$146K +13,470 +8%