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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Athena Investment Management
California
$21.6M +$1.25M +82,263 +6%
SWA
102
Sutton Wealth Advisors
Florida
$21.6M +$174K +11,478 +0.8%
MSWM
103
McGlone Suttner Wealth Management
Wisconsin
$21.2M +$21.3M +1,409,796 New
KCPG
104
Kavar Capital Partners Group
Kansas
$20.9M +$102K +6,711 +0.5%
KWM
105
Kolinsky Wealth Management
New Jersey
$20.6M +$246K +16,236 +1%
RCIM
106
Red Cedar Investment Management
Michigan
$20.5M -$674K -44,532 -3%
MIA
107
Milestone Investment Advisors
Wisconsin
$20.4M +$20.5M +1,354,395 New
CCA
108
Clearwater Capital Advisors
Illinois
$20.3M -$293K -19,341 -1%
BA
109
Bristlecone Advisors
Washington
$20.1M -$168K -11,070 -0.8%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$19.7M +$378K +24,945 +2%
VC
111
Veery Capital
Delaware
$19.4M -$207K -13,686 -1%
AWE
112
Avidian Wealth Enterprises
Texas
$19.3M +$19.4M +1,284,453 New
AA
113
Ancora Advisors
Ohio
$19.2M -$6.27M -414,207 -24%
FI
114
FIDELIS iM
Oregon
$19.2M +$444K +29,355 +2%
SFG
115
SNS Financial Group
Minnesota
$19.1M +$19.3M +1,271,913 New
SVWAG
116
Sound View Wealth Advisors Group
Georgia
$18.5M +$6.02M +397,638 +68%
RDWM
117
Red Door Wealth Management
Tennessee
$18.3M +$2.44M +161,313 +15%
GG
118
Greenwood Gearhart
Arkansas
$18.2M +$402K +26,526 +2%
CG
119
Colony Group
Massachusetts
$18.1M -$1.09M -72,210 -6%
SDWMA
120
Schneider Downs Wealth Management Advisors
Pennsylvania
$18M +$1.38M +91,239 +8%
BWA
121
Burt Wealth Advisors
Maryland
$17.9M +$5.56M +367,311 +45%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$17.9M +$11.7K +774 +0.1%
VFIC
123
Valley Forge Investment Consultants
Pennsylvania
$17.7M +$1.78M +117,438 +11%
SJIM
124
St. Johns Investment Management
Florida
$17.6M +$1.12M +73,971 +7%
PAG
125
Powers Advisory Group
Illinois
$17.3M +$170K +11,226 +1%