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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
376
Valmark Advisers
Ohio
$5.04M +$41.3K +1,826 +0.9%
Citigroup
377
Citigroup
New York
$5.02M +$1.62M +71,818 +54%
BI
378
Berkeley Inc
Idaho
$4.99M -$128K -5,681 -3%
Bank of Montreal
379
Bank of Montreal
Ontario, Canada
$4.94M +$258K +11,420 +6%
CWA
380
Clearview Wealth Advisors
Oregon
$4.94M +$34.1K +1,507 +0.8%
RMC
381
Ring Mountain Capital
California
$4.88M +$13.2K +584 +0.3%
TWM
382
Thrive Wealth Management
Pennsylvania
$4.88M +$25.1K +1,108 +0.6%
Kovitz Investment Group Partners
383
Kovitz Investment Group Partners
Illinois
$4.86M +$690K +30,499 +18%
MCM
384
Mengis Capital Management
Oregon
$4.82M -$94.2K -4,165 -2%
PFM
385
Peak Financial Management
Massachusetts
$4.81M -$91.4K -4,043 -2%
DP
386
Denver PWM
Colorado
$4.75M -$1.83K -81 -0%
CFGA
387
Cambridge Financial Group (Arizona)
Arizona
$4.7M -$40.6K -1,796 -0.9%
KAS
388
Kestra Advisory Services
Texas
$4.69M +$451K +19,941 +12%
IWMA
389
Ironwood Wealth Management (Arizona)
Arizona
$4.68M -$1.58M -69,735 -27%
AAS
390
Avantax Advisory Services
Texas
$4.62M -$321K -14,177 -7%
VAMG
391
Voisard Asset Management Group
Michigan
$4.62M -$507K -22,408 -11%
PWM
392
Paulson Wealth Management
Illinois
$4.59M -$640K -28,313 -13%
MWA
393
Muirfield Wealth Advisors
North Carolina
$4.59M -$3.45M -152,510 -45%
Financial Engines Advisors
394
Financial Engines Advisors
California
$4.59M +$63.3K +2,800 +2%
CW
395
Code Waechter
Florida
$4.57M -$871K -38,535 -17%
CG
396
Cynosure Group
Utah
$4.57M +$12.2K +541 +0.3%
WAG
397
Winthrop Advisory Group
Massachusetts
$4.56M -$48.3K -2,135 -1%
CA
398
Calton & Associates
Florida
$4.55M -$658K -29,097 -14%
HKIMG
399
Hutchens & Kramer Investment Management Group
Indiana
$4.53M -$147K -6,490 -3%
TC
400
Tenret Company
Florida
$4.53M +$2.89M +127,907 +223%