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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAYA
451
Phil A. Younker & Associates
Alaska
$3.13M +$3.15M +135,228 New
VFA
452
Valeo Financial Advisors
Indiana
$3.13M -$76.3K -3,273 -2%
VWA
453
VERITY Wealth Advisors
United States
$3.12M
MWA
454
Medallion Wealth Advisors
Connecticut
$3.12M +$3.14M +134,788 New
1WM
455
1900 Wealth Management
Texas
$3.11M +$58.9K +2,527 +2%
FCI
456
Financial Counselors Inc
Kansas
$3.1M -$11.9K -509 -0.4%
OCM
457
One Capital Management
California
$3.1M -$118K -5,059 -4%
ECG
458
Edge Capital Group
Georgia
$3.09M -$3.03M -130,040 -93%
BFM
459
Broadview Financial Management
Wisconsin
$3.08M -$112K -4,810 -3%
MAMG
460
Milestone Asset Management Group
Connecticut
$3.06M +$3.08M +132,153 New
VWA
461
Visionary Wealth Advisors
Illinois
$3.06M +$171K +7,350 +6%
CIBC Private Wealth Group
462
CIBC Private Wealth Group
Georgia
$3.02M -$305K -13,074 -9%
VAF
463
Values Added Financial
District of Columbia
$3.01M -$30.2K -1,295 -1%
CMBA
464
C.M. Bidwell & Associates
Hawaii
$3.01M -$109K -4,678 -3%
RC
465
Roundview Capital
New Jersey
$2.99M +$8.06K +346 +0.3%
JFGLC
466
Johnson Financial Group LLC (Colorado)
Colorado
$2.98M +$99.7K +4,276 +3%
AWM
467
Avior Wealth Management
Nebraska
$2.96M -$100K -4,307 -3%
Lazard Asset Management
468
Lazard Asset Management
New York
$2.94M
BFG
469
Bleakley Financial Group
New Jersey
$2.94M +$48.1K +2,064 +2%
DAS
470
Diversify Advisory Services
Utah
$2.89M -$5.97M -256,135 -67%
MFWP
471
Mosaic Family Wealth Partners
Missouri
$2.88M -$58.2K -2,498 -2%
BCM
472
Brookstone Capital Management
Illinois
$2.87M -$166K -7,110 -5%
HC
473
Hurley Capital
New York
$2.87M +$2.85M +122,208 New
KCM
474
Kathmere Capital Management
Pennsylvania
$2.86M -$118K -5,080 -4%
GHA
475
GW Henssler & Associates
Georgia
$2.84M -$2.01M -86,326 -67%