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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
451
Naples Global Advisors
Florida
$3.87M -$192K -7,140 -5%
Procyon Advisors
452
Procyon Advisors
Connecticut
$3.86M -$99.3K -3,700 -2%
Meridian Wealth Management
453
Meridian Wealth Management
Kentucky
$3.86M -$40.7K -1,519 -1%
PIP
454
Peachtree Investment Partners
Florida
$3.84M -$6.14M -229,014 -60%
MW
455
Maia Wealth
Colorado
$3.83M -$42.8K -1,596 -1%
Parallel Advisors
456
Parallel Advisors
California
$3.8M -$287K -10,711 -7%
ES
457
ETF Store
Kansas
$3.77M +$30.8K +1,150 +0.8%
Exencial Wealth Advisors
458
Exencial Wealth Advisors
Oklahoma
$3.76M +$137K +5,098 +4%
BFA
459
Beaumont Financial Advisors
Massachusetts
$3.72M -$4.72K -176 -0.1%
MAMG
460
Milestone Asset Management Group
Connecticut
$3.67M +$54.8K +2,042 +1%
PCWA
461
Pacific Capital Wealth Advisors
California
$3.66M -$50.5K -1,881 -1%
AMG
462
Advisors Management Group
Wisconsin
$3.64M +$43.1K +1,606 +1%
HKIMG
463
Hutchens & Kramer Investment Management Group
Indiana
$3.64M -$366K -13,647 -9%
PCM
464
Poehling Capital Management
Wisconsin
$3.63M -$268K -10,000 -7%
Larson Financial Group
465
Larson Financial Group
Missouri
$3.61M +$1.03M +38,419 +37%
TPA
466
Trivium Point Advisory
Connecticut
$3.54M -$4.48M -167,025 -55%
SHJ
467
Sharkey, Howes & Javer
Colorado
$3.53M -$127K -4,735 -3%
RM
468
RCW Management
Florida
$3.51M -$5.88K -219 -0.2%
PAYA
469
Phil A. Younker & Associates
Alaska
$3.51M – – –
BRPW
470
Ballast Rock Private Wealth
South Carolina
$3.5M +$1.93K +72 +0.1%
CWA
471
Crusonia Wealth Advisors
Colorado
$3.48M +$44.3K +1,651 +1%
Ameritas Advisory Services
472
Ameritas Advisory Services
Nebraska
$3.47M +$80.4K +2,998 +2%
Dakota Wealth Management
473
Dakota Wealth Management
Florida
$3.47M -$4.83M -179,872 -57%
TWG
474
The Wealth Group
Minnesota
$3.46M +$91.5K +3,410 +3%
EFP
475
Elser Financial Planning
Indiana
$3.44M -$35.8K -1,334 -1%