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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
301
Element Wealth
Mississippi
$9.83M -$34K -1,189 -0.4%
BAM
302
Berkshire Asset Management
Pennsylvania
$9.79M +$419K +14,682 +5%
PA
303
Planning Alternatives
Michigan
$9.66M -$406K -14,209 -4%
OPWM
304
Oakwell Private Wealth Management
Texas
$9.6M -$30.2K -1,056 -0.3%
MWA
305
Medallion Wealth Advisors
Connecticut
$9.58M +$282K +9,891 +3%
MFP
306
Meramec Financial Planners
Missouri
$9.5M -$251K -8,774 -3%
Lido Advisors
307
Lido Advisors
California
$9.46M -$1.21M -42,419 -12%
CWM
308
Circle Wealth Management
New Jersey
$9.13M – – –
MS
309
Monetary Solutions
Ohio
$9M +$685 +24 +0%
FF
310
Farnam Financial
Arizona
$8.98M -$1.7M -59,604 -16%
LCM
311
Leisure Capital Management
California
$8.97M -$7.83M -274,065 -47%
GI
312
Gradient Investments
Minnesota
$8.96M -$1.08M -37,849 -11%
JFGLC
313
Johnson Financial Group LLC (Colorado)
Colorado
$8.94M +$1.49K +52 +0%
BW
314
BIP Wealth
Georgia
$8.92M +$8.07M +282,621 +1,377%
PIMG
315
Patriot Investment Management Group
Tennessee
$8.86M -$121K -4,248 -1%
IP
316
Ignite Planners
California
$8.69M +$515K +18,037 +7%
MW
317
MBL Wealth
North Carolina
$8.64M -$147K -5,162 -2%
NIM
318
Nicollet Investment Management
Minnesota
$8.62M – – –
ASN
319
Advisory Services Network
Georgia
$8.61M -$1.17M -41,114 -12%
TWP
320
Tempus Wealth Planning
California
$8.55M +$398K +13,930 +5%
VST
321
Van Strum & Towne
California
$8.52M +$817K +28,612 +11%
AIM
322
AMI Investment Management
Indiana
$8.38M -$141K -4,928 -2%
ACM
323
Arcataur Capital Management
Wisconsin
$8.35M -$90.1K -3,156 -1%
BCM
324
Barden Capital Management
Texas
$8.33M +$32.1K +1,123 +0.4%
SPA
325
Sentinel Pension Advisors
Massachusetts
$8.32M +$250K +8,771 +3%