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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAMG
276
Brand Asset Management Group
Missouri
$8.31M -$301K -12,930 -3%
AI
277
Atria Investments
North Carolina
$8.27M +$187K +8,041 +2%
EW
278
Element Wealth
Mississippi
$8.22M -$75.5K -3,241 -0.9%
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$8.21M -$2.06M -88,233 -20%
PCWA
280
Pacific Capital Wealth Advisors
California
$8.1M -$328K -14,060 -4%
LF
281
Lee Financial
Texas
$8.1M -$126K -5,416 -2%
Bank of New York Mellon
282
Bank of New York Mellon
New York
$8.08M +$2.3M +98,879 +40%
RTL
283
Red Tortoise LLC
Georgia
$8.08M -$72.7K -3,119 -0.9%
MWA
284
Muirfield Wealth Advisors
North Carolina
$8.07M -$249K -10,698 -3%
CWA
285
Consilium Wealth Advisory
Texas
$8.07M -$60.2K -2,582 -0.7%
AC
286
Attessa Capital
Arizona
$8M +$8.05M +345,259 New
KF
287
K2 Financial
California
$7.97M +$8.06M +345,670 New
AWS
288
Atria Wealth Solutions
New York
$7.95M +$2.33M +99,994 +41%
AIM
289
AMI Investment Management
Indiana
$7.84M -$917K -39,349 -10%
CWM
290
Castle Wealth Management
Florida
$7.82M -$1.07M -45,797 -12%
CFG
291
Clayton Financial Group
Missouri
$7.81M -$39.6K -1,700 -0.5%
OPWM
292
Oakwell Private Wealth Management
Texas
$7.71M -$110K -4,718 -1%
NA
293
Nottingham Advisors
New York
$7.7M -$1.64M -70,463 -17%
GFP
294
Guardian Financial Partners
California
$7.62M +$701K +30,059 +10%
CPL
295
CAP Partners LLC
Tennessee
$7.48M -$3.97M -170,278 -35%
NRI
296
NFP Retirement Inc
California
$7.31M -$611K -26,229 -8%
NIM
297
Nicollet Investment Management
Minnesota
$7.3M +$2.63K +113 +0%
LPT
298
Legacy Private Trust
Wisconsin
$7.27M +$71.4K +3,062 +1%
SP
299
SWS Partners
Ohio
$7.2M -$2.92M -125,406 -29%
CWM
300
Circle Wealth Management
New Jersey
$7.18M -$96.8K -4,152 -1%