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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
126
Cooper/Haims Advisors
New York
$15.1M -$2.24M -132,894 -13%
GG
127
Greenwood Gearhart
Arkansas
$15M +$474K +28,074 +3%
CCM
128
Coldstream Capital Management
Washington
$14.9M -$613K -36,354 -4%
SPA
129
Sentinel Pension Advisors
Massachusetts
$14.6M +$2.84M +168,366 +25%
ACG
130
Allen Capital Group
Nebraska
$14.4M -$809K -47,940 -5%
CCA
131
Cobblestone Capital Advisors
New York
$14.4M -$1.23M -73,062 -8%
VFIC
132
Valley Forge Investment Consultants
Pennsylvania
$14.1M +$1.74M +102,990 +14%
RWRC
133
R.W. Roge & Company
New York
$14.1M -$475K -28,164 -3%
Goldman Sachs
134
Goldman Sachs
New York
$14M +$11.9M +704,688 +669%
LIM
135
Leavell Investment Management
Alabama
$13.6M
HI
136
Harbour Investments
Wisconsin
$13.5M +$12.7M +753,588 +3,124%
LBC
137
Lowe Brockenbrough & Co
Virginia
$13.5M -$670K -39,732 -5%
EWM
138
Empirical Wealth Management
Washington
$13.4M +$3.34M +197,694 +34%
BWM
139
BCS Wealth Management
Tennessee
$13.4M +$33.1K +1,962 +0.3%
AIM
140
Anchor Investment Management
South Carolina
$13.4M +$242K +14,358 +2%
PA
141
Planning Alternatives
Michigan
$13.3M -$674K -39,924 -5%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$13.2M +$1.35M +80,142 +12%
DWM
143
Destination Wealth Management
California
$13M -$792K -46,968 -6%
CWM
144
Cabot Wealth Management
Massachusetts
$13M -$358K -21,192 -3%
AWM
145
AE Wealth Management
Kansas
$12.5M +$5.12M +303,594 +73%
5L
146
55I LLC
Massachusetts
$12.4M +$2.25M +133,422 +23%
MSFS
147
Main Street Financial Solutions
Pennsylvania
$12.4M +$863K +51,120 +8%
BWA
148
Burt Wealth Advisors
Maryland
$12.2M +$181K +10,752 +2%
PWM
149
Provident Wealth Management
Tennessee
$12.1M +$592K +35,106 +5%
ACM
150
Alpha Capital Management
Texas
$12M -$91.3K -5,412 -0.8%