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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
426
Sand Hill Global Advisors
California
$4.72M
SFS
427
Summit Financial Strategies
Ohio
$4.72M +$52.5K +1,839 +1%
IP
428
Indivisible Partners
Florida
$4.7M +$734K +25,689 +19%
Bank of Montreal
429
Bank of Montreal
Ontario, Canada
$4.65M -$881K -30,863 -16%
PAS
430
Park Avenue Securities
New York
$4.63M +$4.91K +172 +0.1%
SPFA
431
Summit Place Financial Advisors
New Jersey
$4.61M +$86.4K +3,025 +2%
MWM
432
Meridian Wealth Management
Kentucky
$4.6M +$163K +5,695 +4%
CFM
433
Cornerstone Financial Management
Massachusetts
$4.57M +$61.1K +2,139 +1%
DWM
434
Diversify Wealth Management
Utah
$4.57M +$21.3K +746 +0.5%
DAS
435
Diversify Advisory Services
Utah
$4.57M +$4.48M +156,780 New
VAF
436
Values Added Financial
District of Columbia
$4.57M -$87.5K -3,065 -2%
AFP
437
Ausdal Financial Partners
Iowa
$4.57M -$1.14M -39,862 -20%
PAI
438
Pittenger & Anderson Inc
Nebraska
$4.56M +$93.2K +3,264 +2%
BI
439
Berkeley Inc
Idaho
$4.54M -$10.2K -357 -0.2%
NGA
440
Naples Global Advisors
Florida
$4.52M +$84.6K +2,962 +2%
PWM
441
Paulson Wealth Management
Illinois
$4.5M -$98.5K -3,448 -2%
RWB
442
RMR Wealth Builders
New Jersey
$4.47M -$338K -11,821 -7%
WFA
443
WJ Financial Advisors
Connecticut
$4.46M +$2.71K +95 +0.1%
IWMA
444
Ironwood Wealth Management (Arizona)
Arizona
$4.44M -$358K -12,535 -8%
JBI
445
John Boyer Inc
Florida
$4.42M -$36.2K -1,267 -0.8%
GRP
446
Global Retirement Partners
California
$4.4M +$4.27M +149,434 New
CFG
447
Carr Financial Group
Massachusetts
$4.37M -$131K -4,601 -3%
ES
448
ETF Store
Kansas
$4.36M +$30.1K +1,055 +0.7%
SWM
449
Shelton Wealth Management
Texas
$4.36M -$238K -8,344 -5%
BFA
450
Beaumont Financial Advisors
Massachusetts
$4.25M -$20.4K -713 -0.5%