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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
326
Cornerstone Wealth Advisors
Minnesota
$6.31M -$285K -12,208 -4%
SF
327
Summit Financial
New Jersey
$6.25M +$1.91M +82,150 +44%
BAM
328
Berkshire Asset Management
Pennsylvania
$6.24M -$160K -6,863 -3%
TI
329
Truepoint Inc
Ohio
$6.18M -$461K -19,776 -7%
PFM
330
Phillips Financial Management
Indiana
$5.98M +$956 +41 +0%
PA
331
Parallel Advisors
California
$5.96M +$550K +23,598 +10%
VAMG
332
Voisard Asset Management Group
Michigan
$5.96M -$3.88M -166,549 -39%
TSWM
333
Triangle Securities Wealth Management
North Carolina
$5.95M +$86.5K +3,711 +1%
Kovitz Investment Group Partners
334
Kovitz Investment Group Partners
Illinois
$5.93M +$1.53M +65,582 +34%
DSA
335
Droms Strauss Advisors
Missouri
$5.91M -$117K -5,008 -2%
AL
336
Aspiriant LLC
California
$5.91M -$48.3K -2,072 -0.8%
KFC
337
Klingenstein Fields & Co
New York
$5.87M -$80K -3,433 -1%
WWM
338
Western Wealth Management
Colorado
$5.81M -$129K -5,524 -2%
SMA
339
Sage Mountain Advisors
Georgia
$5.79M +$23 +1 +0%
WAG
340
Windsor Advisory Group
Ohio
$5.75M +$3.45M +147,825 +148%
BRWA
341
B. Riley Wealth Advisors
Florida
$5.66M -$2.07M -88,668 -27%
B
342
Birchbrook
Maine
$5.65M -$140K -6,012 -2%
VST
343
Van Strum & Towne
California
$5.65M +$266K +11,399 +5%
SEIA
344
Signature Estate & Investment Advisors
California
$5.64M -$376K -16,116 -6%
BI
345
Berkeley Inc
Idaho
$5.64M -$4.41M -189,210 -44%
KF
346
Krilogy Financial
Missouri
$5.61M -$1.7M -72,901 -23%
OFG
347
Omega Financial Group
California
$5.6M -$130K -5,561 -2%
TWP
348
Tempus Wealth Planning
California
$5.57M +$12.1K +519 +0.2%
VCAM
349
Van Cleef Asset Management
Ohio
$5.56M +$64.8K +2,780 +1%
PWM
350
Paulson Wealth Management
Illinois
$5.54M -$461K -19,781 -8%