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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
426
Valeo Financial Advisors
Indiana
$4.56M -$760K -28,474 -14%
AMG
427
Asset Management Group
Connecticut
$4.55M -$134K -5,031 -3%
HCM
428
Hollencrest Capital Management
California
$4.48M -$507 -19 -0%
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$4.48M +$22.7K +849 +0.5%
GRP
430
Global Retirement Partners
California
$4.46M +$3.04M +113,831 +219%
RWB
431
RMR Wealth Builders
New Jersey
$4.44M +$9.56K +358 +0.2%
CFG
432
Chapman Financial Group
Hawaii
$4.44M -$91.8K -3,436 -2%
FFA
433
First Foundation Advisors
California
$4.43M +$31.4K +1,175 +0.7%
SWM
434
Shelton Wealth Management
Texas
$4.4M -$114K -4,272 -3%
FVIM
435
Fort Vancouver Investment Management
Washington
$4.4M -$43.6K -1,634 -1%
RWP
436
RWA Wealth Partners
Massachusetts
$4.37M +$571K +21,383 +15%
BI
437
Berkeley Inc
Idaho
$4.37M -$1.01M -37,794 -19%
PAS
438
Park Avenue Securities
New York
$4.32M +$291K +10,880 +7%
PA
439
Parallel Advisors
California
$4.27M -$1.86M -69,631 -30%
SFS
440
Summit Financial Strategies
Ohio
$4.26M
NGA
441
Naples Global Advisors
Florida
$4.25M +$192K +7,187 +5%
VAF
442
Values Added Financial
District of Columbia
$4.24M -$22.4K -839 -0.5%
MIA
443
MeadowBrook Investment Advisors
Michigan
$4.24M -$26K -974 -0.6%
PWM
444
Paulson Wealth Management
Illinois
$4.22M -$529K -19,796 -11%
HKIMG
445
Hutchens & Kramer Investment Management Group
Indiana
$4.19M -$272K -10,197 -6%
DAS
446
Diversify Advisory Services
Utah
$4.16M -$26.5K -991 -0.6%
PA
447
Procyon Advisors
Connecticut
$4.16M -$37.6K -1,409 -0.9%
SPFA
448
Summit Place Financial Advisors
New Jersey
$4.14M -$70.5K -2,639 -2%
WFA
449
WJ Financial Advisors
Connecticut
$4.1M +$33.8K +1,264 +0.8%
MWM
450
Meridian Wealth Management
Kentucky
$4.09M -$8.49K -318 -0.2%