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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
351
Alesco Advisors
New York
$3.25M -$92.9K -5,628 -3%
SPFA
352
Summit Place Financial Advisors
New Jersey
$3.24M +$44.6K +2,700 +1%
AC
353
AlphaCore Capital
California
$3.23M +$34.2K +2,070 +1%
ECG
354
Edge Capital Group
Georgia
$3.23M +$61.9K +3,750 +2%
WWM
355
Western Wealth Management
Colorado
$3.22M -$109K -6,576 -3%
BFA
356
Beaumont Financial Advisors
Massachusetts
$3.15M -$83.6K -5,061 -3%
AI
357
Atria Investments
North Carolina
$3.15M -$1.01M -61,212 -25%
JMPWA
358
JP Morgan Private Wealth Advisors
California
$3.15M -$7.71M -467,148 -72%
RF
359
RHS Financial
California
$3.12M +$40.7K +2,466 +1%
Financial Engines Advisors
360
Financial Engines Advisors
California
$3.12M -$61.8K -3,744 -2%
SFS
361
Summit Financial Strategies
Ohio
$3.12M -$169K -10,263 -5%
Lido Advisors
362
Lido Advisors
California
$3.08M -$3.55M -215,091 -55%
GW
363
GW & Wade
Massachusetts
$3.05M +$25.1K +1,521 +0.9%
OMC
364
Old Mission Capital
Illinois
$3.04M +$2.87M +174,021 New
IP
365
Ignite Planners
California
$3.04M +$33.1K +2,007 +1%
CWM
366
Cabot Wealth Management
Massachusetts
$3.01M -$87.2K -5,280 -3%
RWP
367
RWA Wealth Partners
Massachusetts
$2.97M +$2.81M +170,079 New
SIC
368
Sigma Investment Counselors
Michigan
$2.97M +$21K +1,269 +0.8%
AMG
369
Asset Management Group
Connecticut
$2.95M +$10.4K +627 +0.4%
SHGA
370
Sand Hill Global Advisors
California
$2.93M
AWM
371
Avior Wealth Management
Nebraska
$2.89M +$234K +14,151 +9%
PNC Financial Services Group
372
PNC Financial Services Group
Pennsylvania
$2.85M +$2.18K +132 +0.1%
BJL
373
Brighton Jones LLC
Washington
$2.84M +$60.2K +3,645 +2%
Jane Street
374
Jane Street
New York
$2.8M +$309K +18,720 +13%
KAS
375
Kestra Advisory Services
Texas
$2.77M +$71K +4,299 +3%