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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Axxcess Wealth Management
California
$5.57M +$122K +7,398 +2%
MWM
277
MinichMacGregor Wealth Management
New York
$5.54M +$1.62M +98,118 +45%
HG
278
Harbor Group
New Hampshire
$5.46M -$22.3K -1,350 -0.4%
MW
279
MBL Wealth
North Carolina
$5.4M -$64.4K -3,900 -1%
CWM
280
Circle Wealth Management
New Jersey
$5.32M +$14.2K +858 +0.3%
ACM
281
Arcataur Capital Management
Wisconsin
$5.3M +$5.01M +303,360 New
OFG
282
Omega Financial Group
California
$5.23M +$33.3K +2,019 +0.7%
BCM
283
Barden Capital Management
Texas
$5.21M -$1.78M -107,826 -27%
SPI
284
Santori & Peters Inc
Pennsylvania
$5.19M -$215K -13,038 -4%
BIA
285
Bigelow Investment Advisors
Maine
$5.14M -$131K -7,944 -3%
HFS
286
Hantz Financial Services
Michigan
$5.09M -$135K -8,175 -3%
SPA
287
Sentinel Pension Advisors
Massachusetts
$5.05M +$52.6K +3,183 +1%
SHJ
288
Sharkey, Howes & Javer
Colorado
$5.03M -$366K -22,164 -7%
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$5.02M -$491K -29,733 -9%
TSWM
290
Triangle Securities Wealth Management
North Carolina
$4.98M -$125K -7,596 -3%
Goldman Sachs
291
Goldman Sachs
New York
$4.96M +$2.87M +173,580 +157%
AWM
292
Apollon Wealth Management
South Carolina
$4.93M -$553K -33,519 -11%
CWA
293
Carolina Wealth Advisors
South Carolina
$4.85M +$41.7K +2,523 +0.9%
BC
294
Bartlett & Co
Ohio
$4.8M +$246K +14,871 +6%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$4.8M +$246K +14,871 +6%
MAS
296
Madden Advisory Services
Florida
$4.79M -$23K -1,392 -0.5%
FC
297
Forte Capital
New York
$4.7M +$241K +14,571 +6%
HKIMG
298
Hutchens & Kramer Investment Management Group
Indiana
$4.69M -$191K -11,562 -4%
SAM
299
Sawgrass Asset Management
Florida
$4.65M +$28.2K +1,707 +0.6%
BOSSRA
300
B.O.S.S. Retirement Advisors
Utah
$4.62M +$80.2K +4,857 +2%