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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
301
Element Wealth
Mississippi
$8.59M +$34.5K +1,286 +0.4%
ASN
302
Advisory Services Network
Georgia
$8.55M -$490K -18,270 -5%
OPWM
303
Oakwell Private Wealth Management
Texas
$8.39M -$15.8K -589 -0.2%
BAM
304
Berkshire Asset Management
Pennsylvania
$8.15M +$581K +21,665 +7%
MWA
305
Medallion Wealth Advisors
Connecticut
$8.1M +$1.11M +41,353 +15%
CWM
306
Circle Wealth Management
New Jersey
$7.96M
MS
307
Monetary Solutions
Ohio
$7.84M +$5.1K +190 +0.1%
PIMG
308
Patriot Investment Management Group
Tennessee
$7.82M +$16.7K +624 +0.2%
JFGLC
309
Johnson Financial Group LLC (Colorado)
Colorado
$7.79M +$1.41M +52,633 +21%
PAG
310
Private Advisor Group
New Jersey
$7.72M -$796K -29,674 -9%
CIA
311
Concurrent Investment Advisors
Florida
$7.67M +$208K +7,761 +3%
MW
312
MBL Wealth
North Carolina
$7.66M +$266K +9,932 +3%
GGI
313
GPM Growth Investors
Michigan
$7.56M +$365K +13,594 +5%
Tudor Investment Corp
314
Tudor Investment Corp
Connecticut
$7.56M +$1.38M +51,271 +21%
NIM
315
Nicollet Investment Management
Minnesota
$7.51M -$17.5K -654 -0.2%
RG
316
Raine Group
New York
$7.48M +$12.3K +460 +0.2%
FSWA
317
Financial Synergies Wealth Advisors
Texas
$7.48M +$314K +11,705 +4%
AIM
318
AMI Investment Management
Indiana
$7.43M -$201K -7,485 -3%
KAS
319
Kestra Advisory Services
Texas
$7.37M +$2.24M +83,436 +41%
ACM
320
Arcataur Capital Management
Wisconsin
$7.36M +$111K +4,155 +1%
RTL
321
Red Tortoise LLC
Georgia
$7.35M +$45.5K +1,695 +0.6%
BCWM
322
Bartlett & Co Wealth Management
Ohio
$7.34M -$7.99K -298 -0.1%
Bank of New York Mellon
323
Bank of New York Mellon
New York
$7.33M -$507K -18,890 -6%
CG
324
Cynosure Group
Utah
$7.29M +$316K +11,789 +4%
BCM
325
Barden Capital Management
Texas
$7.23M +$17.2K +640 +0.2%