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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Procyon Advisors
401
Procyon Advisors
Connecticut
$3.98M +$168K +7,198 +4%
MWA
402
Medallion Wealth Advisors
Connecticut
$3.97M +$1.03M +44,244 +33%
Axxcess Wealth Management
403
Axxcess Wealth Management
California
$3.94M +$59.7K +2,563 +1%
Exencial Wealth Advisors
404
Exencial Wealth Advisors
Oklahoma
$3.91M -$61K -2,619 -1%
JWBC
405
John W. Brooker & Co
California
$3.9M +$242K +10,416 +6%
APSI
406
Asset Planning Services Inc
Louisiana
$3.9M +$29.7K +1,275 +0.7%
EWM
407
Elmwood Wealth Management
California
$3.89M +$288K +12,355 +8%
AMG
408
Asset Management Group
Connecticut
$3.86M +$10.5K +452 +0.3%
Atria Wealth Solutions
409
Atria Wealth Solutions
New York
$3.84M -$3.94M -169,269 -49%
Kestra Advisory Services
410
Kestra Advisory Services
Texas
$3.8M -$2.83M -121,446 -41%
ECM
411
Exchange Capital Management
Michigan
$3.72M -$669K -28,753 -15%
Hantz Financial Services
412
Hantz Financial Services
Michigan
$3.72M -$56.9K -2,444 -1%
Kovitz Investment Group Partners
413
Kovitz Investment Group Partners
Illinois
$3.72M -$2.04M -87,444 -34%
Dakota Wealth Management
414
Dakota Wealth Management
Florida
$3.72M -$271K -11,622 -6%
HCM
415
Hollencrest Capital Management
California
$3.71M +$116 +5 +0%
Larson Financial Group
416
Larson Financial Group
Missouri
$3.7M +$1.84M +78,829 +89%
SHGA
417
Sand Hill Global Advisors
California
$3.66M – – –
TD Private Client Wealth
418
TD Private Client Wealth
New York
$3.64M +$15.2K +653 +0.4%
CPA
419
Cathy Pareto & Associates
Florida
$3.63M -$119K -5,128 -3%
FFA
420
First Foundation Advisors
California
$3.57M -$12.7K -546 -0.3%
SHJ
421
Sharkey, Howes & Javer
Colorado
$3.54M -$238K -10,214 -6%
MIA
422
MeadowBrook Investment Advisors
Michigan
$3.51M -$50.4K -2,165 -1%
SFS
423
Summit Financial Strategies
Ohio
$3.5M -$6.96K -299 -0.2%
RWB
424
RMR Wealth Builders
New Jersey
$3.42M +$92.5K +3,975 +3%
Zacks Investment Management
425
Zacks Investment Management
Illinois
$3.41M -$144K -6,173 -4%