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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
101
Ashton Thomas Private Wealth
Arizona
$34.9M -$95.9K -4,240 -0.3%
AA
102
Ashford Advisors
New York
$34.7M -$1.3M -57,394 -4%
SFA
103
Sequoia Financial Advisors
Ohio
$34.5M -$25.4M -1,124,082 -44%
BAM
104
Belpointe Asset Management
Nevada
$33.7M -$125K -5,525 -0.4%
CWM
105
Congress Wealth Management
Massachusetts
$33.3M +$8.86K +392 +0%
FI
106
FIDELIS iM
Oregon
$33M +$274K +12,108 +0.9%
CWG
107
Cornerstone Wealth Group
North Carolina
$32.5M -$592K -26,173 -2%
MFC
108
Morris Financial Concepts
South Carolina
$32.4M -$1.14M -50,558 -4%
FVWA
109
Foster Victor Wealth Advisors
South Carolina
$32.4M -$352K -15,572 -1%
AIM
110
Athena Investment Management
California
$32.3M -$6.06K -268 -0%
VAS
111
Valicenti Advisory Services
New York
$32.3M -$85.5K -3,782 -0.3%
FCA
112
Fortis Capital Advisors
Kansas
$32.2M -$625K -27,656 -2%
BA
113
Ballast Advisors
Minnesota
$32.2M -$116K -5,144 -0.4%
Osaic Holdings
114
Osaic Holdings
Arizona
$32M +$3.69M +163,344 +14%
OIA
115
OneDigital Investment Advisors
Kansas
$31.9M -$6.47M -286,091 -18%
PPH
116
Pure Portfolios Holdings
Oregon
$31.9M -$2.55M -112,684 -8%
MCM
117
MAI Capital Management
Ohio
$31.8M -$170K -7,539 -0.6%
SLT
118
St Louis Trust
Missouri
$31.7M +$5.52M +244,304 +23%
BWM
119
Bernard Wealth Management
Michigan
$31.7M -$845K -37,355 -3%
GG
120
Gleason Group
Kentucky
$31.3M -$589K -26,048 -2%
MSFS
121
Main Street Financial Solutions
Pennsylvania
$31.2M +$1.03M +45,701 +4%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$31.1M +$3.56M +157,262 +14%
MFGP
123
Marshall Financial Group (Pennsylvania)
Pennsylvania
$30.6M -$3.15M -139,116 -10%
HWM
124
HRC Wealth Management
Idaho
$30.5M +$1.92M +84,905 +7%
DAS
125
Dynamic Advisor Solutions
Arizona
$30.4M +$3.78K +167 +0%