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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
301
Cornerstone Wealth Advisors
Minnesota
$6.43M -$158K -7,272 -2%
EWA
302
EP Wealth Advisors
California
$6.38M -$147K -6,729 -2%
TPA
303
Trivium Point Advisory
Connecticut
$6.34M +$13M +595,791 +286%
MAS
304
Madden Advisory Services
Florida
$6.31M +$158K +7,245 +3%
CFMC
305
Curbstone Financial Management Corp
New Hampshire
$6.28M +$214K +9,840 +4%
ATWA
306
Arbor Trust Wealth Advisors
Michigan
$6.19M
LFGO
307
Legacy Financial Group (Oklahoma)
Oklahoma
$6.18M +$11.8M +541,089 +190%
VT
308
Vise Technologies
New York
$6.14M +$558K +25,593 +10%
BCM
309
Barden Capital Management
Texas
$6.04M +$248K +11,391 +4%
DSA
310
Droms Strauss Advisors
Missouri
$5.88M -$66.3K -3,042 -1%
SEIA
311
Signature Estate & Investment Advisors
California
$5.86M +$166K +7,611 +3%
PWM
312
Paulson Wealth Management
Illinois
$5.86M -$1.04M -47,958 -16%
PFM
313
Phillips Financial Management
Indiana
$5.83M +$123K +5,649 +2%
AL
314
Aspiriant LLC
California
$5.81M +$57.9K +2,658 +1%
CPRC
315
Consolidated Portfolio Review Corp
New York
$5.81M +$126K +5,778 +2%
KFC
316
Klingenstein Fields & Co
New York
$5.81M -$19.3K -888 -0.3%
WWM
317
Western Wealth Management
Colorado
$5.79M +$2.5M +114,552 +81%
BIA
318
Bigelow Investment Advisors
Maine
$5.79M -$475K -21,798 -8%
TSWM
319
Triangle Securities Wealth Management
North Carolina
$5.72M -$140K -6,429 -2%
BAM
320
Berkshire Asset Management
Pennsylvania
$5.69M
B
321
Birchbrook
Maine
$5.65M +$16.8K +771 +0.3%
SMA
322
Sage Mountain Advisors
Georgia
$5.65M +$16.3K +747 +0.3%
Bank of New York Mellon
323
Bank of New York Mellon
New York
$5.65M +$468K +21,492 +9%
OFG
324
Omega Financial Group
California
$5.59M -$588K -26,970 -10%
RL
325
Retireful LLC
Michigan
$5.58M -$586K -26,877 -10%