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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Planning Alternatives
Michigan
$9.66M -$406K -14,209 -4%
OPWM
302
Oakwell Private Wealth Management
Texas
$9.6M -$30.2K -1,056 -0.3%
MWA
303
Medallion Wealth Advisors
Connecticut
$9.58M +$282K +9,891 +3%
MFP
304
Meramec Financial Planners
Missouri
$9.5M -$251K -8,774 -3%
Lido Advisors
305
Lido Advisors
California
$9.46M -$1.21M -42,419 -12%
CWM
306
Circle Wealth Management
New Jersey
$9.13M
MS
307
Monetary Solutions
Ohio
$9M +$685 +24 +0%
FF
308
Farnam Financial
Arizona
$8.98M -$1.7M -59,604 -16%
LCM
309
Leisure Capital Management
California
$8.97M -$7.83M -274,065 -47%
GI
310
Gradient Investments
Minnesota
$8.96M -$1.08M -37,849 -11%
JFGLC
311
Johnson Financial Group LLC (Colorado)
Colorado
$8.94M +$1.49K +52 +0%
BW
312
BIP Wealth
Georgia
$8.92M +$8.07M +282,621 +1,377%
PIMG
313
Patriot Investment Management Group
Tennessee
$8.86M -$121K -4,248 -1%
IP
314
Ignite Planners
California
$8.69M +$515K +18,037 +7%
MW
315
MBL Wealth
North Carolina
$8.64M -$147K -5,162 -2%
NIM
316
Nicollet Investment Management
Minnesota
$8.62M
ASN
317
Advisory Services Network
Georgia
$8.61M -$1.17M -41,114 -12%
TWP
318
Tempus Wealth Planning
California
$8.55M +$398K +13,930 +5%
VST
319
Van Strum & Towne
California
$8.52M +$817K +28,612 +11%
AIM
320
AMI Investment Management
Indiana
$8.38M -$141K -4,928 -2%
ACM
321
Arcataur Capital Management
Wisconsin
$8.35M -$90.1K -3,156 -1%
BCM
322
Barden Capital Management
Texas
$8.33M +$32.1K +1,123 +0.4%
SPA
323
Sentinel Pension Advisors
Massachusetts
$8.32M +$250K +8,771 +3%
CFMC
324
Curbstone Financial Management Corp
New Hampshire
$8.26M +$54.3K +1,900 +0.7%
SP
325
SWS Partners
Ohio
$8.17M -$28.7K -1,005 -0.4%