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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
251
LongView Wealth Management
Georgia
$8.66M +$1.43M +65,631 +21%
AIM
252
AMI Investment Management
Indiana
$8.54M -$243K -11,160 -3%
MA
253
MBA Advisors
Pennsylvania
$8.47M -$4.12K -189 -0.1%
USCWA
254
U.S. Capital Wealth Advisors
Texas
$8.42M +$166K +7,611 +2%
BAMG
255
Brand Asset Management Group
Missouri
$8.4M -$196K -8,988 -2%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$8.37M -$24.8K -1,140 -0.3%
MML Investors Services
257
MML Investors Services
Massachusetts
$8.32M -$2.14M -98,412 -21%
LAM
258
L2 Asset Management
Massachusetts
$8.27M +$463K +21,231 +6%
PCWA
259
Pacific Capital Wealth Advisors
California
$8.22M -$407K -18,696 -5%
PIMG
260
Patriot Investment Management Group
Tennessee
$8.18M -$150K -6,906 -2%
GSAM
261
Grant Street Asset Management
Pennsylvania
$8.18M -$392 -18 -0%
RG
262
Raine Group
New York
$8.16M -$188K -8,607 -2%
MWA
263
Muirfield Wealth Advisors
North Carolina
$8.12M +$83.3K +3,822 +1%
EW
264
Element Wealth
Mississippi
$8.09M -$296K -13,608 -4%
LF
265
Lee Financial
Texas
$8.02M -$24.8K -1,137 -0.3%
EWP
266
Elevation Wealth Partners
California
$8M -$122K -5,616 -2%
FLPIM
267
F.L. Putnam Investment Management
Massachusetts
$7.95M -$9.94K -456 -0.1%
CWA
268
Consilium Wealth Advisory
Texas
$7.93M +$27.3K +1,254 +0.4%
RTL
269
Red Tortoise LLC
Georgia
$7.9M +$149K +6,816 +2%
AI
270
Atria Investments
North Carolina
$7.89M +$176K +8,073 +2%
EH
271
Equitable Holdings
New York
$7.83M -$67.6K -3,102 -0.9%
NRI
272
NFP Retirement Inc
California
$7.72M -$654K -30,036 -8%
CFG
273
Clayton Financial Group
Missouri
$7.65M +$1.13M +51,828 +18%
OPWM
274
Oakwell Private Wealth Management
Texas
$7.63M -$182K -8,334 -2%
BRWA
275
B. Riley Wealth Advisors
Florida
$7.47M +$329K +15,105 +5%