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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FVIM
451
Fort Vancouver Investment Management
Washington
$4.25M -$270K -9,456 -6%
PA
452
Procyon Advisors
Connecticut
$4.24M -$186K -6,502 -4%
MW
453
Maia Wealth
Colorado
$4.23M -$162K -5,685 -4%
CA
454
Clearstead Advisors
Ohio
$4.21M -$660K -23,122 -14%
AMG
455
Advisors Management Group
Wisconsin
$4.18M +$1.34K +47 +0%
PA
456
Parallel Advisors
California
$4.11M -$242K -8,470 -6%
MAMG
457
Milestone Asset Management Group
Connecticut
$4.09M -$121K -4,234 -3%
ACM
458
Armbruster Capital Management
New York
$4.08M -$720K -25,225 -15%
HKIMG
459
Hutchens & Kramer Investment Management Group
Indiana
$4.08M -$94.1K -3,297 -2%
TF
460
Threadgill Financial
Texas
$4.04M +$3.94M +137,965 New
BRPW
461
Ballast Rock Private Wealth
South Carolina
$4.02M +$2.11K +74 +0.1%
CCWA
462
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.99M +$42.1K +1,473 +1%
IA
463
IF Advisors
Texas
$3.99M +$300K +10,506 +8%
DWM
464
Dakota Wealth Management
Florida
$3.97M -$6.31K -221 -0.2%
PWP
465
Parkwoods Wealth Partners
New York
$3.96M +$3.84M +134,489 New
PCM
466
Poehling Capital Management
Wisconsin
$3.95M -$210K -7,345 -5%
EFP
467
Elser Financial Planning
Indiana
$3.95M -$1.43K -50 -0%
AWM
468
Aureum Wealth Management
Florida
$3.94M +$61.9K +2,169 +2%
TWG
469
The Wealth Group
Minnesota
$3.94M -$34.9K -1,222 -0.9%
PCWA
470
Pacific Capital Wealth Advisors
California
$3.93M -$267K -9,348 -7%
RM
471
RCW Management
Florida
$3.91M -$119K -4,161 -3%
CMBA
472
C.M. Bidwell & Associates
Hawaii
$3.9M +$319K +11,178 +9%
P
473
&Partners
Tennessee
$3.9M +$558K +19,534 +17%
CWA
474
Crusonia Wealth Advisors
Colorado
$3.89M -$96.1K -3,367 -2%
SHJ
475
Sharkey, Howes & Javer
Colorado
$3.89M -$160K -5,588 -4%