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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
251
Equitable Holdings
New York
$9.52M +$3.21M +137,761 +47%
EWP
252
Elevation Wealth Partners
California
$9.5M +$1.6M +68,930 +19%
CG
253
Caprock Group
Idaho
$9.47M +$107K +4,584 +1%
GC
254
Grimes & Company
Massachusetts
$9.44M -$2.47M -106,096 -20%
PAG
255
Private Advisor Group
New Jersey
$9.32M -$1.71M -73,353 -15%
SF
256
Summit Financial
New Jersey
$9.3M +$3.52M +151,410 +56%
LWM
257
LongView Wealth Management
Georgia
$9.25M +$591K +25,392 +6%
RWRC
258
R.W. Roge & Company
New York
$9.18M -$342K -14,706 -3%
ADL
259
Asset Dedication LLC
California
$9.05M +$194K +8,324 +2%
SC
260
SouthState Corp
Florida
$9M +$9.48M +407,186 +115,024%
FLPIM
261
F.L. Putnam Investment Management
Massachusetts
$8.99M +$613K +26,314 +7%
RFA
262
RTD Financial Advisors
Pennsylvania
$8.96M -$215K -9,234 -2%
AWE
263
Avidian Wealth Enterprises
Texas
$8.86M -$224K -9,625 -2%
NP
264
NorthRock Partners
Minnesota
$8.83M -$1.31M -56,434 -12%
BFG
265
Bleakley Financial Group
New Jersey
$8.79M +$6.32M +271,312 +214%
PNC Financial Services Group
266
PNC Financial Services Group
Pennsylvania
$8.72M -$1.02M -43,850 -10%
SAI
267
Savvy Advisors Inc
New York
$8.71M -$35K -1,504 -0.4%
FFG
268
Floyd Financial Group
Missouri
$8.57M -$3.44M -147,819 -28%
MML Investors Services
269
MML Investors Services
Massachusetts
$8.56M -$144K -6,178 -2%
PA
270
Planning Alternatives
Michigan
$8.55M -$1.2M -51,499 -12%
GWM
271
Geneos Wealth Management
Colorado
$8.55M +$6.33M +272,053 +236%
MA
272
MBA Advisors
Pennsylvania
$8.5M +$83K +3,564 +0.9%
AI
273
Atria Investments
North Carolina
$8.32M +$464K +19,924 +6%
USCWA
274
U.S. Capital Wealth Advisors
Texas
$8.3M +$147K +6,328 +2%
VWA
275
VSM Wealth Advisory
Maryland
$8.21M +$72.9K +3,130 +0.8%