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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
226
Ethos Financial Group
Pennsylvania
$7.84M
PFC
227
Phocas Financial Corp
California
$7.75M -$3.52K -213 -0%
SFWC
228
Strategic Family Wealth Counselors
New Jersey
$7.63M -$22.4K -1,356 -0.3%
RFA
229
RTD Financial Advisors
Pennsylvania
$7.58M +$15.3K +924 +0.2%
SWM
230
Shelton Wealth Management
Texas
$7.49M -$1.07M -64,767 -13%
SPC
231
Sigma Planning Corp
Michigan
$7.47M +$172K +10,389 +2%
CAN
232
Cetera Advisor Networks
California
$7.43M -$184K -11,115 -3%
TFA
233
Transamerica Financial Advisors
Florida
$7.36M +$1.43M +86,625 +26%
PIMG
234
Patriot Investment Management Group
Tennessee
$7.32M +$72.3K +4,377 +1%
LSAG
235
Lake Street Advisors Group
New Hampshire
$7.17M -$68.2K -4,128 -1%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$7.1M +$5.21M +315,261 +345%
LPT
237
Legacy Private Trust
Wisconsin
$6.98M -$203K -12,309 -3%
RG
238
Raine Group
New York
$6.86M +$23.9K +1,449 +0.4%
PCWA
239
Pacific Capital Wealth Advisors
California
$6.83M -$345K -20,877 -5%
GSAM
240
Grant Street Asset Management
Pennsylvania
$6.72M -$204K -12,378 -3%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$6.7M +$4.48M +271,569 +242%
TI
242
Truepoint Inc
Ohio
$6.63M -$444K -26,895 -7%
CWA
243
Consilium Wealth Advisory
Texas
$6.62M -$401K -24,315 -6%
LF
244
Lee Financial
Texas
$6.54M +$163K +9,852 +3%
CFO
245
CVA Family Office
Colorado
$6.49M -$221K -13,362 -3%
AMM
246
American Money Management
California
$6.47M -$2.48K -150 -0%
PA
247
Procyon Advisors
Connecticut
$6.42M -$27.7K -1,680 -0.5%
CWA
248
Cornerstone Wealth Advisors
Minnesota
$6.31M -$832K -50,391 -12%
EWP
249
Engrave Wealth Partners
Texas
$6.3M -$72.1K -4,365 -1%
GCA
250
Gradient Capital Advisors
California
$6.29M -$26.2K -1,587 -0.4%