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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Calton & Associates
Florida
$5.71M +$148K +8,322 +3%
OFG
227
Omega Financial Group
California
$5.62M -$1M -56,214 -15%
AWM
228
AE Wealth Management
Kansas
$5.6M -$7.11M -398,940 -55%
WOC
229
West Oak Capital
California
$5.44M -$171K -9,612 -3%
US Bancorp
230
US Bancorp
Minnesota
$5.38M +$247K +13,854 +5%
CWA
231
Carolina Wealth Advisors
South Carolina
$5.37M +$47.1K +2,640 +0.9%
MA
232
MUFG Americas
New York
$5.32M +$67.4K +3,780 +1%
KF
233
Krilogy Financial
Missouri
$5.28M +$26.2K +1,470 +0.5%
SAM
234
Sawgrass Asset Management
Florida
$5.23M -$946K -53,022 -15%
Lido Advisors
235
Lido Advisors
California
$5.21M +$2.25K +126 +0%
FC
236
Forte Capital
New York
$5.2M +$5.67K +318 +0.1%
CWM
237
Circle Wealth Management
New Jersey
$5.16M
TPA
238
Trivium Point Advisory
Connecticut
$5.16M +$315K +17,658 +6%
ICM
239
Intrepid Capital Management
Florida
$5.11M +$1.72M +96,648 +49%
MCM
240
Mainstay Capital Management
Michigan
$5.06M +$2.32M +129,942 +80%
GCA
241
Gradient Capital Advisors
California
$4.96M -$108K -6,078 -2%
SLT
242
St Louis Trust
Missouri
$4.91M
FA
243
Financial Advisors
Massachusetts
$4.9M -$76.7K -4,302 -1%
SPI
244
Santori & Peters Inc
Pennsylvania
$4.88M -$134K -7,506 -3%
BI
245
Berkeley Inc
Idaho
$4.87M +$16.6K +930 +0.3%
MAS
246
Madden Advisory Services
Florida
$4.77M +$76.2K +4,272 +2%
AA
247
Alesco Advisors
New York
$4.75M -$121K -6,762 -2%
MA
248
MBA Advisors
Pennsylvania
$4.68M +$156K +8,742 +3%
VCM
249
Vivaldi Capital Management
Illinois
$4.66M +$271K +15,174 +6%
AL
250
Aspiriant LLC
California
$4.66M -$23.2K -1,302 -0.5%