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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
426
Poehling Capital Management
Wisconsin
$3.39M – – –
FVIM
427
Fort Vancouver Investment Management
Washington
$3.37M -$245K -10,514 -6%
CMAI
428
Capital Management Associates Inc
Minnesota
$3.35M +$1.77M +75,941 +100%
Meridian Wealth Management
429
Meridian Wealth Management
Kentucky
$3.34M -$421K -18,101 -11%
SPFA
430
Summit Place Financial Advisors
New Jersey
$3.26M +$36.6K +1,573 +1%
AMG
431
Advisors Management Group
Wisconsin
$3.23M +$157K +6,723 +5%
NGA
432
Naples Global Advisors
Florida
$3.22M -$338K -14,509 -9%
VWA
433
Visionary Wealth Advisors
Illinois
$3.16M +$258K +11,068 +8%
ES
434
ETF Store
Kansas
$3.15M -$10.5K -452 -0.3%
BFA
435
Beaumont Financial Advisors
Massachusetts
$3.15M – – –
RWA Wealth Partners
436
RWA Wealth Partners
Massachusetts
$3.14M -$550K -23,608 -14%
LAM
437
L2 Asset Management
Massachusetts
$3.04M +$3.2M +137,647 New
FCI
438
Financial Counselors Inc
Kansas
$3.01M +$61.2K +2,631 +2%
PAYA
439
Phil A. Younker & Associates
Alaska
$2.99M +$5.17K +222 +0.2%
CCM
440
Condor Capital Management
New Jersey
$2.98M -$13.2K -567 -0.4%
Commerce Bank
441
Commerce Bank
Missouri
$2.98M -$23.9K -1,025 -0.8%
Valeo Financial Advisors
442
Valeo Financial Advisors
Indiana
$2.97M -$16.9K -725 -0.5%
LAS
443
Lloyd Advisory Services
Georgia
$2.96M +$1.57M +67,568 +101%
AWM
444
Apex Wealth Management
New Hampshire
$2.95M -$282K -12,116 -8%
MW
445
Maia Wealth
Colorado
$2.95M -$509K -21,846 -14%
Citigroup
446
Citigroup
New York
$2.95M +$711K +30,538 +30%
1WM
447
1900 Wealth Management
Texas
$2.94M -$32.6K -1,402 -1%
Plancorp LLC
448
Plancorp LLC
Missouri
$2.93M +$431K +18,518 +16%
One Capital Management
449
One Capital Management
California
$2.92M -$30.4K -1,304 -1%
BFM
450
Broadview Financial Management
Wisconsin
$2.92M -$13.9K -596 -0.4%