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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
351
Somerset Group
Minnesota
$7.52M +$229K +8,037 +3%
CWM
352
Castle Wealth Management
Florida
$7.5M -$251K -8,775 -3%
William Blair & Company
353
William Blair & Company
Illinois
$7.45M +$468K +16,378 +7%
KF
354
Krilogy Financial
Missouri
$7.41M +$113K +3,960 +2%
KFC
355
Klingenstein Fields & Co
New York
$7.4M +$65.4K +2,291 +0.9%
SMA
356
Sage Mountain Advisors
Georgia
$7.35M – – –
CCM
357
Cannon Capital Management
Utah
$7.3M -$90K -3,153 -1%
MAS
358
Madden Advisory Services
Florida
$7.25M -$261K -9,135 -4%
WIM
359
WealthPlan Investment Management
Nebraska
$7.22M -$27.1K -950 -0.4%
SEIA
360
Signature Estate & Investment Advisors
California
$7.19M +$115K +4,015 +2%
APFP
361
Action Point Financial Planning
Michigan
$7.15M +$6.94M +242,865 New
MA
362
Mutual Advisors
Nebraska
$7.06M +$56K +1,962 +0.8%
PFM
363
Phillips Financial Management
Indiana
$7.03M -$334K -11,684 -5%
WWM
364
Western Wealth Management
Colorado
$7.03M -$294K -10,312 -4%
LFGO
365
Legacy Financial Group (Oklahoma)
Oklahoma
$6.98M -$115K -4,043 -2%
Bank of New York Mellon
366
Bank of New York Mellon
New York
$6.95M -$1.42M -49,623 -17%
BIMC
367
Benson Investment Management Company
Virginia
$6.78M +$2.27M +79,602 +53%
YIA
368
YHB Investment Advisors
Connecticut
$6.75M +$395K +13,833 +6%
KAS
369
Kestra Advisory Services
Texas
$6.65M -$1.75M -61,425 -21%
WAG
370
Windsor Advisory Group
Ohio
$6.63M – – –
SLT
371
St Louis Trust
Missouri
$6.61M +$119K +4,178 +0.3%
Pathstone Holdings
372
Pathstone Holdings
New Jersey
$6.6M +$562K +19,683 +10%
MCM
373
Mengis Capital Management
Oregon
$6.59M +$474K +16,592 +8%
FFG
374
Floyd Financial Group
Missouri
$6.53M -$779K -27,276 -11%
SL
375
Sentinus LLC
Illinois
$6.52M +$7.74K +271 +0.1%