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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Circle Wealth Management
New Jersey
$4.9M +$64.4K +4,095 +1%
BIA
277
Bigelow Investment Advisors
Maine
$4.88M -$172K -10,959 -3%
VT
278
Vise Technologies
New York
$4.84M +$2.88K +183 +0.1%
HFS
279
Hantz Financial Services
Michigan
$4.83M -$106K -6,750 -2%
OFG
280
Omega Financial Group
California
$4.8M -$45.3K -2,877 -1%
TSWM
281
Triangle Securities Wealth Management
North Carolina
$4.72M -$367K -23,298 -7%
SPA
282
Sentinel Pension Advisors
Massachusetts
$4.58M -$606K -38,538 -12%
LWM
283
Liberty Wealth Management
California
$4.52M +$4.51M +286,710 New
HKIMG
284
Hutchens & Kramer Investment Management Group
Indiana
$4.52M -$241K -15,333 -5%
RTL
285
Red Tortoise LLC
Georgia
$4.49M +$235K +14,934 +6%
MAS
286
Madden Advisory Services
Florida
$4.44M -$13K -828 -0.3%
CWA
287
Carolina Wealth Advisors
South Carolina
$4.43M -$307K -19,506 -7%
SW
288
SVB Wealth
Massachusetts
$4.41M +$1.39M +88,011 +47%
BNP Paribas Financial Markets
289
BNP Paribas Financial Markets
France
$4.37M +$2.11M +134,190 +98%
BRWA
290
B. Riley Wealth Advisors
Florida
$4.3M -$562K -35,682 -12%
LFAS
291
Level Four Advisory Services
Texas
$4.29M -$2M -126,786 -32%
SAM
292
Sawgrass Asset Management
Florida
$4.26M
AL
293
Aspiriant LLC
California
$4.26M +$14.5K +924 +0.4%
BC
294
Bartlett & Co
Ohio
$4.2M -$118K -7,500 -3%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$4.2M -$118K -7,500 -3%
BOSSRA
296
B.O.S.S. Retirement Advisors
Utah
$4.19M +$22.6K +1,437 +0.6%
KFC
297
Klingenstein Fields & Co
New York
$4.17M +$3.31K +210 +0.1%
CHA
298
Carmichael Hill & Associates
Maryland
$4.16M +$420K +26,703 +12%
FC
299
Forte Capital
New York
$4.11M -$38.4K -2,439 -0.9%
PFM
300
Phillips Financial Management
Indiana
$4.1M +$205K +13,002 +5%