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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Circle Wealth Management
New Jersey
$5.65M
OFG
252
Omega Financial Group
California
$5.57M -$562K -30,432 -9%
BCM
253
Barden Capital Management
Texas
$5.52M +$5.38M +291,042 New
MS
254
Madden Securities
Texas
$5.52M +$604K +32,706 +13%
SPI
255
Santori & Peters Inc
Pennsylvania
$5.46M +$114K +6,198 +2%
Cerity Partners
256
Cerity Partners
New York
$5.43M +$1.64M +89,022 +45%
SLT
257
St Louis Trust
Missouri
$5.37M
RTL
258
Red Tortoise LLC
Georgia
$5.35M -$3.35M -181,518 -39%
BI
259
Berkeley Inc
Idaho
$5.33M +$6.32K +342 +0.1%
MAS
260
Madden Advisory Services
Florida
$5.33M +$101K +5,442 +2%
FA
261
Financial Advisors
Massachusetts
$5.32M -$46.1K -2,496 -0.9%
GCA
262
Gradient Capital Advisors
California
$5.28M -$144K -7,806 -3%
VCM
263
Vivaldi Capital Management
Illinois
$5.27M +$167K +9,048 +3%
SPC
264
Sigma Planning Corp
Michigan
$5.24M +$188K +10,170 +4%
EH
265
Equitable Holdings
New York
$5.21M +$5.08M +274,872 New
MA
266
MUFG Americas
New York
$5.19M -$608K -32,934 -11%
MA
267
MBA Advisors
Pennsylvania
$5.16M +$36.5K +1,974 +0.7%
EHAM
268
Eagle Harbor Asset Management
Washington
$5.11M +$8.69M +470,436 New
ES
269
ETF Store
Kansas
$5.06M +$5.26M +284,592 New
PWM
270
Perigon Wealth Management
California
$5.03M +$739K +40,008 +18%
KFC
271
Klingenstein Fields & Co
New York
$5.03M +$32.7K +1,770 +0.7%
BCWM
272
Bartlett & Co Wealth Management
Ohio
$5M -$67.5K -3,654 -1%
BC
273
Bartlett & Co
Ohio
$5M -$67.5K -3,654 -1%
DSA
274
Droms Strauss Advisors
Missouri
$4.93M -$110K -5,940 -2%
AMM
275
American Money Management
California
$4.93M +$18.4K +996 +0.4%