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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
376
Walkner Condon Financial Advisors
Wisconsin
$2.13M +$490K +31,209 +26%
EWM
377
Elmwood Wealth Management
California
$2.09M -$119K -7,575 -5%
TAM
378
Townsend Asset Management
North Carolina
$2.07M -$40.3K -2,571 -2%
BCM
379
Brookstone Capital Management
Illinois
$2.05M -$19.3K -1,233 -0.8%
MCM
380
Mainstay Capital Management
Michigan
$2.04M
DWT
381
Dorsey & Whitney Trust
South Dakota
$2.04M +$2.27M +144,837 New
FSWA
382
Financial Synergies Wealth Advisors
Texas
$2.04M -$817K -52,098 -27%
NHC
383
Nicholas Hoffman & Company
Georgia
$2.04M +$544K +34,686 +32%
APA
384
American Portfolios Advisors
New York
$2.01M +$1.97M +125,337 +740%
CCM
385
Condor Capital Management
New Jersey
$2M -$120K -7,623 -5%
VWA
386
VERITY Wealth Advisors
United States
$2M
TPCW
387
TD Private Client Wealth
New York
$1.99M +$105K +6,678 +5%
CMBA
388
C.M. Bidwell & Associates
Hawaii
$1.99M +$47.4K +3,024 +2%
KCM
389
Kathmere Capital Management
Pennsylvania
$1.99M +$2.21M +141,045 New
BFPW
390
BOK Financial Private Wealth
Colorado
$1.99M -$3.44K -219 -0.2%
JCIA
391
Jackson Creek Investment Advisors
Colorado
$1.95M +$71.3K +4,545 +3%
RC
392
Roundview Capital
New Jersey
$1.9M +$4.99K +318 +0.2%
SFA
393
Seneca Financial Advisors
New York
$1.9M +$75.5K +4,815 +4%
JPLA
394
Joseph P. Lucia & Associates
New York
$1.89M +$72.6K +4,626 +4%
ASN
395
Advisory Services Network
Georgia
$1.89M -$265K -16,887 -11%
SPFA
396
Summit Place Financial Advisors
New Jersey
$1.88M +$101K +6,450 +5%
APSI
397
Asset Planning Services Inc
Louisiana
$1.88M +$97.7K +6,225 +5%
AC
398
Abbrea Capital
California
$1.86M
Goldman Sachs
399
Goldman Sachs
New York
$1.86M -$884K -56,373 -30%
FCI
400
Financial Counselors Inc
Kansas
$1.85M -$34.8K -2,220 -2%