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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
326
Van Cleef Asset Management
Ohio
$4.95M +$239K +11,559 +5%
PA
327
Parallel Advisors
California
$4.89M +$245K +11,835 +5%
Bank of New York Mellon
328
Bank of New York Mellon
New York
$4.89M +$882K +42,687 +23%
SWP
329
Stratos Wealth Partners
Ohio
$4.86M +$99.6K +4,821 +2%
Lido Advisors
330
Lido Advisors
California
$4.84M -$321K -15,516 -6%
MA
331
Mutual Advisors
Nebraska
$4.83M -$16.9K -819 -0.4%
B
332
Bailard
California
$4.73M -$327K -15,807 -7%
FA
333
Financial Advisors
Massachusetts
$4.71M -$105K -5,073 -2%
SAI
334
Savvy Advisors Inc
New York
$4.7M +$113K +5,472 +3%
BI
335
Berkeley Inc
Idaho
$4.66M -$172K -8,334 -4%
AAS
336
Avantax Advisory Services
Texas
$4.65M -$17.4K -840 -0.4%
MCM
337
Mengis Capital Management
Oregon
$4.61M -$85.2K -4,125 -2%
HKIMG
338
Hutchens & Kramer Investment Management Group
Indiana
$4.52M -$21.2K -1,026 -0.5%
VST
339
Van Strum & Towne
California
$4.52M +$132K +6,405 +3%
MWM
340
Mission Wealth Management
California
$4.5M -$1.37M -66,486 -24%
PFM
341
Peak Financial Management
Massachusetts
$4.5M -$124K -5,991 -3%
AWS
342
Atria Wealth Solutions
New York
$4.47M -$218K -10,527 -5%
TPA
343
Trivium Point Advisory
Connecticut
$4.46M +$395K +19,095 +10%
CP
344
Creekside Partners
California
$4.45M +$4.29M +207,756 New
SIC
345
Sigma Investment Counselors
Michigan
$4.42M +$64K +3,099 +2%
MTIC
346
Missouri Trust & Investment Company
Missouri
$4.37M +$13.9K +675 +0.3%
DP
347
Denver PWM
Colorado
$4.36M -$8.17M -395,346 -66%
AWM
348
Axxcess Wealth Management
California
$4.25M -$145K -7,017 -3%
IAN
349
Integrated Advisors Network
Texas
$4.22M -$60.5K -2,928 -1%
CFGA
350
Cambridge Financial Group (Arizona)
Arizona
$4.21M +$401K +19,407 +11%