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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
551
Lynx Investment Advisory
District of Columbia
$2.44M +$1.32M +49,104 +106%
HIC
552
Holderness Investments Company
North Carolina
$2.44M +$29.2K +1,087 +1%
BFPW
553
BOK Financial Private Wealth
Colorado
$2.43M -$162K -6,036 -6%
PCM
554
Pennsylvania Capital Management
Pennsylvania
$2.43M +$311K +11,588 +14%
Brown Brothers Harriman & Co
555
Brown Brothers Harriman & Co
New York
$2.42M +$20.8K +775 +0.8%
SouthState Corp
556
SouthState Corp
Florida
$2.4M -$74.7K -2,786 -3%
NA
557
Nottingham Advisors
New York
$2.4M -$73.1K -2,724 -3%
Plancorp LLC
558
Plancorp LLC
Missouri
$2.39M -$118K -4,409 -5%
Callan Family Office
559
Callan Family Office
Pennsylvania
$2.38M – – –
DSC
560
Duncker Streett & Co
Missouri
$2.36M +$15.2K +567 +0.6%
SP
561
Successful Portfolios
Florida
$2.35M +$70.7K +2,636 +3%
OE
562
OFS Enterprise
Nebraska
$2.35M +$2.46M +91,609 New
RWM
563
Rialto Wealth Management
New York
$2.33M -$62K -2,313 -2%
VWA
564
VERITY Wealth Advisors
United States
$2.31M -$1.09M -40,452 -31%
CWM
565
CCG Wealth Management
California
$2.31M -$222K -8,275 -8%
CA
566
Capital Advantage
California
$2.3M -$6.22K -232 -0.3%
CCW
567
Coastline Complete Wealth
South Carolina
$2.28M +$7.11K +265 +0.3%
RAG
568
RIA Advisory Group
Iowa
$2.27M -$27.6K -1,030 -1%
RZH
569
Relyea Zuckerberg Hanson
Connecticut
$2.27M – – –
Simon Quick Advisors
570
Simon Quick Advisors
New Jersey
$2.27M +$324K +12,075 +16%
DAS
571
Daybright Advisory Services
Florida
$2.25M -$103K -3,848 -4%
AFA
572
American Financial Advisors
Georgia
$2.24M +$246K +9,183 +12%
SWM
573
Stockman Wealth Management
Montana
$2.24M +$16.8K +625 +0.7%
MCM
574
Mitchell Capital Management
Kansas
$2.24M -$95.1K -3,547 -4%
ISFAN
575
Investor's Fiduciary Advisor Network
Washington
$2.22M -$135K -5,023 -5%