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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
276
Elevation Wealth Partners
California
$11.6M -$318K -11,143 -3%
BW
277
Balance Wealth
Ohio
$11.4M +$112K +3,917 +1%
GSAM
278
Grant Street Asset Management
Pennsylvania
$11.3M -$44.2K -1,548 -0.4%
AWM
279
Axxcess Wealth Management
California
$11.1M +$5.94M +208,165 +123%
CSF
280
Capital Squared Financial
Maryland
$11M +$31.3K +1,097 +0.3%
AWM
281
Aprio Wealth Management
Georgia
$10.9M +$9.15M +320,261 +628%
NP
282
NorthRock Partners
Minnesota
$10.9M -$914K -32,003 -8%
RWRC
283
R.W. Roge & Company
New York
$10.9M -$24.4K -853 -0.2%
PC
284
Payne Capital
Oregon
$10.9M -$2.41M -84,463 -19%
Thrivent Financial for Lutherans
285
Thrivent Financial for Lutherans
Minnesota
$10.8M +$330K +11,550 +3%
LPT
286
Legacy Private Trust
Wisconsin
$10.6M -$15.6K -548 -0.2%
WAP
287
Wealthcare Advisory Partners
Pennsylvania
$10.6M -$804K -28,139 -7%
AC
288
AlphaCore Capital
California
$10.6M +$541K +18,942 +6%
AC
289
Attessa Capital
Arizona
$10.5M -$157K -5,498 -2%
WCFA
290
Walkner Condon Financial Advisors
Wisconsin
$10.4M +$499K +17,469 +5%
CWA
291
Consilium Wealth Advisory
Texas
$10.4M +$513K +17,955 +5%
RFA
292
RTD Financial Advisors
Pennsylvania
$10.4M -$48.7K -1,704 -0.5%
MCCP
293
Mission Creek Capital Partners
California
$10.3M +$4.68M +163,748 +67%
LF
294
Lee Financial
Texas
$10M -$109K -3,818 -1%
VWA
295
VSM Wealth Advisory
Maryland
$10M +$64.4K +2,257 +0.7%
ADL
296
Asset Dedication LLC
California
$10M -$604K -21,165 -6%
CFGSD
297
Compass Financial Group (South Dakota)
South Dakota
$9.96M +$6.87M +240,503 +245%
WETS
298
Wealth Enhancement Trust Services
South Dakota
$9.94M -$827K -28,951 -8%
EW
299
Element Wealth
Mississippi
$9.83M -$34K -1,189 -0.4%
BAM
300
Berkshire Asset Management
Pennsylvania
$9.79M +$419K +14,682 +5%