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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
351
Savvy Advisors Inc
New York
$4.15M +$3.88M +220,992 New
PFM
352
Peak Financial Management
Massachusetts
$4.14M -$319K -18,168 -8%
WWM
353
Western Wealth Management
Colorado
$4.12M +$439K +24,987 +13%
PA
354
Parallel Advisors
California
$4.12M -$79.4K -4,521 -2%
MCM
355
Mengis Capital Management
Oregon
$4.1M -$113K -6,414 -3%
BCM
356
Brookstone Capital Management
Illinois
$4.05M +$1.87M +106,620 +98%
AWS
357
Atria Wealth Solutions
New York
$3.98M +$203K +11,577 +6%
EFS
358
Econ Financial Services
Pennsylvania
$3.96M -$72.8K -4,146 -2%
WAG
359
Winthrop Advisory Group
Massachusetts
$3.9M -$33.3K -1,899 -0.9%
MTIC
360
Missouri Trust & Investment Company
Missouri
$3.88M -$16.3K -930 -0.4%
VCAM
361
Van Cleef Asset Management
Ohio
$3.88M +$90.9K +5,175 +3%
Kovitz Investment Group Partners
362
Kovitz Investment Group Partners
Illinois
$3.83M -$515K -29,337 -13%
IAN
363
Integrated Advisors Network
Texas
$3.82M +$119K +6,768 +3%
SIC
364
Sigma Investment Counselors
Michigan
$3.78M +$332K +18,930 +10%
MWM
365
Mission Wealth Management
California
$3.74M +$240K +13,662 +7%
GW
366
GW & Wade
Massachusetts
$3.72M +$390K +22,203 +13%
JCM
367
Jacobi Capital Management
Pennsylvania
$3.71M -$192K -10,944 -5%
AC
368
AlphaCore Capital
California
$3.69M +$192K +10,938 +6%
HMS
369
Hanseatic Management Services
New Mexico
$3.68M -$19.8K -1,125 -0.6%
BNP Paribas Financial Markets
370
BNP Paribas Financial Markets
France
$3.64M -$1.32M -75,006 -28%
PIA
371
Pinion Investment Advisors
Kansas
$3.59M +$79.7K +4,539 +2%
Vanguard Personalized Indexing Management
372
Vanguard Personalized Indexing Management
California
$3.59M +$56.7K +3,231 +2%
RF
373
RHS Financial
California
$3.52M -$23.6K -1,341 -0.7%
WC
374
Waterloo Capital
Texas
$3.5M -$305K -17,391 -9%
HT
375
Heritage Trust
Oklahoma
$3.5M