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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
426
Clear Investment Research
Georgia
$2.63M -$6.14K -312 -0.2%
EWM
427
Elmwood Wealth Management
California
$2.63M +$1.56M +79,254 +165%
Lazard Asset Management
428
Lazard Asset Management
New York
$2.63M
CWM
429
Cabot Wealth Management
Massachusetts
$2.62M -$586K -29,742 -19%
BFPW
430
BOK Financial Private Wealth
Colorado
$2.6M -$180K -9,150 -7%
MCM
431
Mainstay Capital Management
Michigan
$2.59M -$21.1K -1,074 -0.8%
JCIA
432
Jackson Creek Investment Advisors
Colorado
$2.59M -$63.3K -3,216 -3%
ECM
433
Elgethun Capital Management
South Dakota
$2.55M -$42.2K -2,145 -2%
Prudential Financial
434
Prudential Financial
New Jersey
$2.51M +$398K +20,220 +20%
AMG
435
Advisors Management Group
Wisconsin
$2.5M +$41.6K +2,115 +2%
BFG
436
Bleakley Financial Group
New Jersey
$2.5M -$20.8K -1,059 -0.9%
SW
437
Simplicity Wealth
New Jersey
$2.5M +$2.38M +120,834 New
CCWA
438
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.5M -$160K -8,142 -6%
APP
439
Avantax Planning Partners
Iowa
$2.49M +$230K +11,691 +11%
GPFA
440
Game Plan Financial Advisors
Ohio
$2.48M -$37.2K -1,890 -2%
VAF
441
Values Added Financial
District of Columbia
$2.47M -$41.3K -2,097 -2%
FCH
442
Freestone Capital Holdings
Washington
$2.45M +$107K +5,421 +5%
SEEDPG
443
S.E.E.D. Planning Group
New York
$2.44M +$480K +24,381 +26%
SFA
444
Seneca Financial Advisors
New York
$2.44M -$50K -2,541 -2%
FRA
445
Front Row Advisors
California
$2.43M -$3.19K -162 -0.1%
ZIM
446
Zacks Investment Management
Illinois
$2.42M
WP
447
WealthShield Partners
North Carolina
$2.42M +$89.4K +4,542 +4%
SCM
448
Stordahl Capital Management
Colorado
$2.42M -$68.3K -3,471 -3%
JPLA
449
Joseph P. Lucia & Associates
New York
$2.41M +$35.6K +1,806 +2%
NHC
450
Nicholas Hoffman & Company
Georgia
$2.39M +$4.37K +222 +0.2%