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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Avantax Advisory Services
Texas
$3.35M +$2.8M +151,560 +611%
Cetera Investment Advisers
327
Cetera Investment Advisers
Illinois
$3.31M +$439K +23,778 +16%
LPIC
328
LeJeune Puetz Investment Counsel
Michigan
$3.28M +$3.66K +198 +0.1%
BAM
329
Belpointe Asset Management
Nevada
$3.27M +$10.4K +564 +0.3%
VR
330
Viridian RIA
Washington
$3.27M +$3.19M +172,560 New
HCM
331
Hollencrest Capital Management
California
$3.27M +$6.1K +330 +0.2%
GWANC
332
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.22M +$3.13M +169,614 New
VFA
333
Valeo Financial Advisors
Indiana
$3.19M -$16.7K -906 -0.5%
AMG
334
Asset Management Group
Connecticut
$3.19M -$1.88K -102 -0.1%
BAM
335
Baldrige Asset Management
Pennsylvania
$3.18M -$85.6K -4,632 -3%
BCM
336
Brookstone Capital Management
Illinois
$3.18M +$666K +36,030 +27%
CHA
337
Carmichael Hill & Associates
Maryland
$3.17M +$38.4K +2,076 +1%
GHA
338
GW Henssler & Associates
Georgia
$3.16M +$8.76K +474 +0.3%
DSC
339
Duncker Streett & Co
Missouri
$3.15M -$50K -2,706 -2%
BFPW
340
BOK Financial Private Wealth
Colorado
$3.14M -$17.2K -930 -0.6%
ECML
341
Eagle Capital Management (Louisiana)
Louisiana
$3.14M -$195K -10,536 -6%
PFM
342
Phillips Financial Management
Indiana
$3.14M +$45.6K +2,466 +2%
FPCG
343
Fort Pitt Capital Group
Pennsylvania
$3.14M +$1.41M +76,350 +86%
BFM
344
Broadview Financial Management
Wisconsin
$3.12M -$76.3K -4,128 -2%
EFS
345
Econ Financial Services
Pennsylvania
$3.11M +$9.2K +498 New
EWM
346
Elmwood Wealth Management
California
$3.11M +$3.03M +163,764 New
ECG
347
Edge Capital Group
Georgia
$3.11M -$311K -16,818 -9%
AWM
348
Apollon Wealth Management
South Carolina
$3.09M +$8.17M +442,278 +1,443%
FA
349
FDx Advisors
Illinois
$3.08M +$61.1K +3,306 +2%
RDIA
350
RE Dickinson Investment Advisors
Iowa
$3.07M +$2.99M +161,766 New