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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
401
Cathy Pareto & Associates
Florida
$4.78M +$390K +14,536 +8%
SWP
402
Stratos Wealth Partners
Ohio
$4.76M -$185K -6,901 -4%
MCCP
403
Mission Creek Capital Partners
California
$4.75M +$4.32M +160,888 +196%
SWM
404
Selby Wealth Management
California
$4.6M -$81.6K -3,043 -2%
MWA
405
Muirfield Wealth Advisors
North Carolina
$4.6M -$31.1K -1,161 -0.6%
AI
406
Atria Investments
North Carolina
$4.6M +$31.5K +1,176 +0.7%
TC
407
Tenret Company
Florida
$4.56M -$197K -7,358 -4%
BIA
408
Bigelow Investment Advisors
Maine
$4.54M -$413K -15,395 -8%
CW
409
Code Waechter
Florida
$4.52M -$9.04K -337 -0.2%
WAG
410
Winthrop Advisory Group
Massachusetts
$4.45M -$146K -5,439 -3%
Janney Montgomery Scott
411
Janney Montgomery Scott
Pennsylvania
$4.38M +$805K +30,027 +21%
DWM
412
Diversify Wealth Management
Utah
$4.37M +$4.19M +156,034 New
AWM
413
Axxcess Wealth Management
California
$4.35M -$477K -17,768 -9%
HMS
414
Hanseatic Management Services
New Mexico
$4.34M +$4.54M +169,320 New
PFM
415
Peak Financial Management
Massachusetts
$4.34M -$127K -4,722 -3%
AMG
416
Asset Management Group
Connecticut
$4.32M -$13.1K -490 -0.3%
CP
417
Creekside Partners
California
$4.31M -$64.5K -2,406 -1%
WC
418
Waterloo Capital
Texas
$4.29M -$250K -9,325 -5%
HCM
419
Hollencrest Capital Management
California
$4.27M +$134 +5 +0%
CA
420
Clearstead Advisors
Ohio
$4.26M +$1.56M +58,314 +54%
FFA
421
First Foundation Advisors
California
$4.22M
ACM
422
Armbruster Capital Management
New York
$4.2M +$781K +29,100 +22%
GGI
423
Godsey & Gibb Inc
Virginia
$4.2M +$351K +13,101 +9%
RWB
424
RMR Wealth Builders
New Jersey
$4.2M -$33.3K -1,240 -0.8%
IWMA
425
Ironwood Wealth Management (Arizona)
Arizona
$4.19M -$159K -5,932 -4%