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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWMA
426
Ironwood Wealth Management (Arizona)
Arizona
$4.56M -$79.7K -2,986 -2%
VFA
427
Valeo Financial Advisors
Indiana
$4.56M -$760K -28,474 -14%
AMG
428
Asset Management Group
Connecticut
$4.55M -$134K -5,031 -3%
HCM
429
Hollencrest Capital Management
California
$4.48M -$507 -19 -0%
CIBC Private Wealth Group
430
CIBC Private Wealth Group
Georgia
$4.48M +$22.7K +849 +0.5%
GRP
431
Global Retirement Partners
California
$4.46M +$3.04M +113,831 +219%
RWB
432
RMR Wealth Builders
New Jersey
$4.44M +$9.56K +358 +0.2%
CFG
433
Chapman Financial Group
Hawaii
$4.44M -$91.8K -3,436 -2%
FFA
434
First Foundation Advisors
California
$4.43M +$31.4K +1,175 +0.7%
SWM
435
Shelton Wealth Management
Texas
$4.4M -$114K -4,272 -3%
FVIM
436
Fort Vancouver Investment Management
Washington
$4.4M -$43.6K -1,634 -1%
RWP
437
RWA Wealth Partners
Massachusetts
$4.37M +$571K +21,383 +15%
BI
438
Berkeley Inc
Idaho
$4.37M -$1.01M -37,794 -19%
PAS
439
Park Avenue Securities
New York
$4.32M +$291K +10,880 +7%
PA
440
Parallel Advisors
California
$4.27M -$1.86M -69,631 -30%
SFS
441
Summit Financial Strategies
Ohio
$4.26M – – –
NGA
442
Naples Global Advisors
Florida
$4.25M +$192K +7,187 +5%
VAF
443
Values Added Financial
District of Columbia
$4.24M -$22.4K -839 -0.5%
MIA
444
MeadowBrook Investment Advisors
Michigan
$4.24M -$26K -974 -0.6%
PWM
445
Paulson Wealth Management
Illinois
$4.22M -$529K -19,796 -11%
HKIMG
446
Hutchens & Kramer Investment Management Group
Indiana
$4.19M -$272K -10,197 -6%
DAS
447
Diversify Advisory Services
Utah
$4.16M -$26.5K -991 -0.6%
PA
448
Procyon Advisors
Connecticut
$4.16M -$37.6K -1,409 -0.9%
SPFA
449
Summit Place Financial Advisors
New Jersey
$4.14M -$70.5K -2,639 -2%
WFA
450
WJ Financial Advisors
Connecticut
$4.1M +$33.8K +1,264 +0.8%