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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
251
Farrell Financial
New York
$9.79M -$19.7M -843,469 -67%
RFA
252
RTD Financial Advisors
Pennsylvania
$9.62M +$369K +15,838 +4%
AWE
253
Avidian Wealth Enterprises
Texas
$9.52M -$68.3K -2,929 -0.7%
AFA
254
AA Financial Advisors
Ohio
$9.45M +$123K +5,283 +1%
USWIA
255
UP Strategic Wealth Investment Advisors
Pennsylvania
$9.39M +$8.58K +368 +0.1%
ADL
256
Asset Dedication LLC
California
$9.31M -$12.1M -518,316 -56%
Two Sigma Investments
257
Two Sigma Investments
New York
$9.26M +$9.31M +399,336 New
LSAG
258
Lake Street Advisors Group
New Hampshire
$9.24M -$362K -15,545 -4%
MF
259
Montis Financial
Massachusetts
$9.21M -$160K -6,861 -2%
CFA
260
Cahill Financial Advisors
Minnesota
$9.21M -$904K -38,775 -9%
SAI
261
Savvy Advisors Inc
New York
$9.17M +$1.9M +81,607 +26%
MML Investors Services
262
MML Investors Services
Massachusetts
$9.13M +$603K +25,853 +7%
LWM
263
LongView Wealth Management
Georgia
$9.12M +$247K +10,588 +3%
Lido Advisors
264
Lido Advisors
California
$8.87M +$4.45M +190,948 +100%
MA
265
MBA Advisors
Pennsylvania
$8.84M +$159K +6,821 +2%
FLPIM
266
F.L. Putnam Investment Management
Massachusetts
$8.83M +$686K +29,445 +8%
CIA
267
Concurrent Investment Advisors
Florida
$8.69M +$8.73M +374,783 New
PIMG
268
Patriot Investment Management Group
Tennessee
$8.58M +$187K +8,035 +2%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$8.57M -$55.7K -2,391 -0.6%
VWA
270
VSM Wealth Advisory
Maryland
$8.54M +$8.59M +368,539 New
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$8.43M -$147K -6,306 -2%
SWA
272
SFMG Wealth Advisors
Texas
$8.42M +$1.79M +76,889 +27%
RG
273
Raine Group
New York
$8.41M +$49.8K +2,135 +0.6%
EWP
274
Elevation Wealth Partners
California
$8.37M +$176K +7,547 +2%
GSAM
275
Grant Street Asset Management
Pennsylvania
$8.35M -$32.4K -1,390 -0.4%