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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
226
ProVise Management Group
Florida
$9.28M +$73K +4,158 +0.8%
GCM
227
G2 Capital Management
Ohio
$9.24M +$176K +10,011 +2%
IRC
228
Investors Research Corp
Georgia
$9.23M +$294K +16,713 +4%
NSAM
229
North Star Asset Management
Wisconsin
$9.23M +$417K +23,730 +5%
MFA
230
Morling Financial Advisors
California
$9.19M +$32.3K +1,839 +0.4%
Betterment LLC
231
Betterment LLC
New York
$8.92M -$343K -19,515 -4%
VCM
232
Vivaldi Capital Management
Illinois
$8.89M +$1.05M +60,051 +15%
MML Investors Services
233
MML Investors Services
Massachusetts
$8.75M +$3.45M +196,593 +73%
PIMG
234
Patriot Investment Management Group
Tennessee
$8.65M -$26K -1,479 -0.3%
CAN
235
Cetera Advisor Networks
California
$8.54M +$204K +11,592 +3%
CWM
236
Castle Wealth Management
Florida
$8.48M -$340K -19,383 -4%
RWA
237
Redhawk Wealth Advisors
Minnesota
$8.44M +$7.59M +432,477 +2,597%
NIC
238
Northwest Investment Counselors
Oregon
$8.35M -$42.5K -2,421 -0.5%
SFWC
239
Strategic Family Wealth Counselors
New Jersey
$8.25M +$35.9K +2,046 +0.5%
VAMG
240
Voisard Asset Management Group
Michigan
$7.98M +$7.46M +424,608 New
EH
241
Equitable Holdings
New York
$7.9M +$844K +48,078 +13%
OIA
242
OneDigital Investment Advisors
Kansas
$7.88M -$267K -15,231 -4%
FF
243
Farrell Financial
New York
$7.77M +$8.08M +459,873 New
LSAG
244
Lake Street Advisors Group
New Hampshire
$7.77M +$26.3K +1,497 +0.4%
AMM
245
American Money Management
California
$7.74M +$344K +19,560 +5%
Bank of New York Mellon
246
Bank of New York Mellon
New York
$7.73M +$3.83M +218,208 +113%
RFA
247
RTD Financial Advisors
Pennsylvania
$7.72M -$172K -9,768 -2%
AFA
248
AA Financial Advisors
Ohio
$7.72M +$7.21M +410,625 New
AIM
249
AMI Investment Management
Indiana
$7.66M -$298K -16,941 -4%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$7.63M +$215K +12,246 +3%