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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
51
Newman Dignan & Sheerar Inc
Rhode Island
$2.75M +$57.4K +6,834 +2%
VFS
52
VSR Financial Services
Kansas
$2.66M +$110K +13,146 +4%
HCM
53
Hollencrest Capital Management
California
$2.62M -$13.4K -1,602 -0.5%
BPM
54
Bowling Portfolio Management
Ohio
$2.6M -$2.3M -273,378 -46%
Wells Fargo
55
Wells Fargo
California
$2.53M +$98.1K +11,682 +4%
CCM
56
Condor Capital Management
New Jersey
$2.52M +$188K +22,398 +8%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$2.37M +$1.12M +133,242 +86%
KIA
58
KCM Investment Advisors
California
$2.28M +$75.4K +8,976 +3%
NPC
59
National Planning Corporation
California
$2.27M +$257K +30,570 +13%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M -$327K -38,994 -13%
CCM
61
Carlson Capital Management
Minnesota
$2.18M -$28K -3,330 -1%
AWM
62
Avior Wealth Management
Nebraska
$2.1M -$3.2M -381,600 -60%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$2.03M +$183K +21,780 +10%
SEIA
64
Signature Estate & Investment Advisors
California
$1.9M +$77.5K +9,234 +4%
LCM
65
Leisure Capital Management
California
$1.86M +$806 +96 +0%
PWM
66
Perigon Wealth Management
California
$1.83M +$478K +56,898 +34%
B
67
Bailard
California
$1.8M +$163K +19,428 +10%
GC
68
Grimes & Company
Massachusetts
$1.76M +$1.8M +214,080 New
BO
69
BRR OpCo
Ohio
$1.75M -$134K -15,972 -7%
ECML
70
Eagle Capital Management (Louisiana)
Louisiana
$1.74M -$18.2K -2,166 -1%
SJIM
71
St. Johns Investment Management
Florida
$1.58M +$1.61M +191,760 New
GHA
72
GW Henssler & Associates
Georgia
$1.56M +$1.59M +189,516 New
FWM
73
Frontier Wealth Management
Missouri
$1.56M -$9.57K -1,140 -0.6%
CFA
74
Cahill Financial Advisors
Minnesota
$1.54M +$6.15K +732 +0.4%
EK
75
Evensky & Katz
Florida
$1.5M -$25.1K -2,988 -2%