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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
126
Ascension Capital Advisors
Texas
$17.5M +$673K +36,456 +4%
SPA
127
Sentinel Pension Advisors
Massachusetts
$17.5M +$47.5K +2,574 +0.3%
HI
128
Harbour Investments
Wisconsin
$17.3M +$1.49M +80,412 +10%
VFIC
129
Valley Forge Investment Consultants
Pennsylvania
$17.3M +$193K +10,458 +1%
FI
130
FIDELIS iM
Oregon
$17.2M +$221K +11,988 +1%
LIM
131
Leavell Investment Management
Alabama
$17M +$420K +22,728 +3%
BWM
132
BCS Wealth Management
Tennessee
$16.4M +$1.56M +84,228 +11%
CCM
133
Coldstream Capital Management
Washington
$16.4M -$1.78M -96,474 -10%
AWM
134
Abound Wealth Management
Tennessee
$16.1M +$15.7M +851,298 New
SFG
135
SNS Financial Group
Minnesota
$15.9M +$1.56M +84,198 +11%
MSFS
136
Main Street Financial Solutions
Pennsylvania
$15.8M +$599K +32,436 +4%
PWM
137
Provident Wealth Management
Tennessee
$15.8M +$1.32M +71,208 +9%
AIM
138
Anchor Investment Management
South Carolina
$15.5M +$593K +32,082 +4%
EWM
139
Empirical Wealth Management
Washington
$15.4M +$249K +13,470 +2%
Goldman Sachs
140
Goldman Sachs
New York
$15M +$2.26M +122,448 +18%
CAAM
141
Cornerstone Advisors Asset Management
Pennsylvania
$15M +$14.6M +790,716 New
BWA
142
Burt Wealth Advisors
Maryland
$15M +$788K +42,636 +6%
CFA
143
Cahill Financial Advisors
Minnesota
$14.9M -$1.44M -78,156 -9%
SFPM
144
Sensible Financial Planning & Management
Massachusetts
$14.9M +$1.21M +65,748 +9%
SSWM
145
Sheets Smith Wealth Management
North Carolina
$14.8M +$333K +18,024 +2%
CCA
146
Cobblestone Capital Advisors
New York
$14.4M -$1.13M -61,374 -7%
LBC
147
Lowe Brockenbrough & Co
Virginia
$14.3M -$197K -10,668 -1%
ACM
148
Alpha Capital Management
Texas
$14.2M +$975K +52,776 +8%
PAG
149
Private Advisor Group
New Jersey
$14.2M -$1.11M -60,150 -7%
SIC
150
Salem Investment Counselors
North Carolina
$14.1M +$195K +10,566 +1%