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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
MUFG Americas
New York
$4.91M -$500K -31,914 -9%
Lido Advisors
227
Lido Advisors
California
$4.88M -$32.2K -2,058 -0.7%
GC
228
Grimes & Company
Massachusetts
$4.83M +$59.8K +3,816 +1%
GCA
229
Gradient Capital Advisors
California
$4.77M -$117K -7,446 -2%
CP
230
Capital Planning
Washington
$4.77M +$2.63M +167,796 +129%
CWA
231
Carolina Wealth Advisors
South Carolina
$4.77M -$156K -9,954 -3%
CWM
232
Circle Wealth Management
New Jersey
$4.76M +$3.67K +234 +0.1%
KF
233
Krilogy Financial
Missouri
$4.75M -$155K -9,894 -3%
FC
234
Forte Capital
New York
$4.74M +$70.3K +4,488 +2%
HI
235
Human Investing
Oregon
$4.68M +$41.3K +2,634 +0.9%
FAIM
236
Financial Advocates Investment Management
Washington
$4.68M +$46.6K +2,976 +1%
SPI
237
Santori & Peters Inc
Pennsylvania
$4.61M +$259K +16,542 +6%
SWM
238
Stockman Wealth Management
Montana
$4.58M -$584K -37,278 -12%
BCWM
239
Bartlett & Co Wealth Management
Ohio
$4.53M -$459K -29,292 -9%
BC
240
Bartlett & Co
Ohio
$4.53M -$459K -29,292 -9%
BI
241
Berkeley Inc
Idaho
$4.53M +$51.9K +3,312 +1%
AL
242
Aspiriant LLC
California
$4.52M -$174K -11,118 -4%
MAS
243
Madden Advisory Services
Florida
$4.5M +$38.4K +2,448 +0.9%
FA
244
Financial Advisors
Massachusetts
$4.33M -$147K -9,408 -3%
TFS
245
TrustCore Financial Services
Tennessee
$4.3M -$29.2K -1,866 -0.7%
KFC
246
Klingenstein Fields & Co
New York
$4.26M -$7.61K -486 -0.2%
MS
247
Madden Securities
Texas
$4.25M +$176K +11,214 +4%
VCM
248
Vivaldi Capital Management
Illinois
$4.24M +$221K +14,124 +6%
PCMC
249
Private Capital Management (Colorado)
Colorado
$4.23M -$142K -9,090 -3%
PFM
250
Peak Financial Management
Massachusetts
$4.2M +$19.2K +1,224 +0.5%