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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
301
Meramec Financial Planners
Missouri
$8.99M +$8.81M +330,039 New
EW
302
Element Wealth
Mississippi
$8.98M -$99.9K -3,742 -1%
PAG
303
Private Advisor Group
New Jersey
$8.9M -$1.25M -46,932 -12%
OPWM
304
Oakwell Private Wealth Management
Texas
$8.82M
WCFA
305
Walkner Condon Financial Advisors
Wisconsin
$8.68M -$202K -7,566 -2%
DWM
306
Dakota Wealth Management
Florida
$8.48M +$4.88M +182,724 +138%
GI
307
Gradient Investments
Minnesota
$8.36M +$523K +19,579 +7%
CWM
308
Circle Wealth Management
New Jersey
$8.35M
MS
309
Monetary Solutions
Ohio
$8.22M +$8.16M +305,547 New
TPA
310
Trivium Point Advisory
Connecticut
$8.21M +$42.5K +1,592 +0.5%
Bank of New York Mellon
311
Bank of New York Mellon
New York
$8.2M +$2.1M +78,778 +35%
PIMG
312
Patriot Investment Management Group
Tennessee
$8.2M -$1.51M -56,443 -16%
ACM
313
Argent Capital Management
Missouri
$8.18M +$7.71M +288,677 +1,867%
CFA
314
Cahill Financial Advisors
Minnesota
$8.09M -$492K -18,437 -6%
SP
315
SWS Partners
Ohio
$8.06M -$76.9K -2,878 -1%
AIM
316
AMI Investment Management
Indiana
$8M -$73.5K -2,752 -0.9%
BAM
317
Berkshire Asset Management
Pennsylvania
$7.98M +$367K +13,751 +5%
NIM
318
Nicollet Investment Management
Minnesota
$7.9M
VI
319
VanderPol Investments
Michigan
$7.85M +$116K +4,348 +2%
RG
320
Raine Group
New York
$7.84M -$1.94M -72,690 -20%
CIA
321
Concurrent Investment Advisors
Florida
$7.84M -$5.62M -210,292 -42%
MW
322
MBL Wealth
North Carolina
$7.77M +$1.47K +55 +0%
RTL
323
Red Tortoise LLC
Georgia
$7.67M -$10.3K -384 -0.1%
HG
324
Harbor Group
New Hampshire
$7.62M -$80.9K -3,030 -1%
ACM
325
Arcataur Capital Management
Wisconsin
$7.61M -$79.3K -2,968 -1%