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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
226
Lodestar Private Asset Management
California
$13.7M -$285K -11,235 -2%
ACG
227
Allen Capital Group
Nebraska
$13.6M +$462K +18,194 +4%
RWA
228
Redhawk Wealth Advisors
Minnesota
$13.5M -$724K -28,509 -5%
CFO
229
CVA Family Office
Colorado
$13.4M +$315K +12,390 +3%
BlackRock
230
BlackRock
New York
$13.3M +$10.5M +414,976 +454%
GC
231
Grimes & Company
Massachusetts
$13.3M -$25.2K -994 -0.2%
CIA
232
Concurrent Investment Advisors
Florida
$13.2M +$1.1M +43,142 +9%
KW
233
Keyvantage Wealth
Pennsylvania
$13.2M -$261K -10,285 -2%
EF
234
Envision Financial
Wisconsin
$13.2M -$505K -19,883 -4%
CCA
235
Cobblestone Capital Advisors
New York
$13.1M -$204K -8,016 -2%
MWM
236
Mission Wealth Management
California
$13.1M -$1.18M -46,582 -9%
SFPM
237
Sensible Financial Planning & Management
Massachusetts
$13M -$304K -11,961 -2%
SAI
238
Savvy Advisors Inc
New York
$13M +$2.28M +89,615 +22%
WA
239
Waverly Advisors
Alabama
$13M +$15.2K +599 +0.1%
ELM
240
Elite Life Management
Florida
$12.7M +$2.45M +96,668 +25%
FLFS
241
Family Legacy Financial Solutions
North Carolina
$12.7M +$1.56M +61,268 +15%
BAMG
242
Brand Asset Management Group
Missouri
$12.6M +$2.44M +96,214 +25%
IWM
243
IHT Wealth Management
Illinois
$12.5M +$1.03M +40,553 +9%
NSAM
244
North Star Asset Management
Wisconsin
$12.4M -$390K -15,366 -3%
GCM
245
G2 Capital Management
Ohio
$12.4M -$27.9K -1,097 -0.2%
SCM
246
SCS Capital Management
Massachusetts
$12.2M +$1.55K +61 +0%
EA
247
Enclave Advisors
Texas
$12.2M -$1.02M -40,315 -8%
NA
248
NewEdge Advisors
Louisiana
$12.1M -$75.4K -2,971 -0.6%
RA
249
Riversedge Advisors
Delaware
$11.9M -$3.13M -123,241 -21%
MFA
250
Morling Financial Advisors
California
$11.8M -$21.3K -837 -0.2%