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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
126
Schneider Downs Wealth Management Advisors
Pennsylvania
$23.8M -$720K -41,019 -3%
BWM
127
Brown Wealth Management
Illinois
$23.5M +$253K +14,415 +1%
FFN
128
Focus Financial Network
Minnesota
$23.4M -$6.59M -375,471 -23%
CKAIS
129
Christensen King & Associates Investment Services
Washington
$22.9M +$21.4M +1,216,911 New
PAG
130
Powers Advisory Group
Illinois
$22.7M +$161K +9,168 +0.8%
DAS
131
Dynamic Advisor Solutions
Arizona
$22.7M +$2.37M +135,084 +12%
SJIM
132
St. Johns Investment Management
Florida
$22.4M +$826K +47,028 +4%
FCM
133
Fortis Capital Management
Washington
$22.4M -$651K -37,062 -3%
SAM
134
Sawgrass Asset Management
Florida
$22.1M +$649K +36,948 +3%
CPIG
135
Chicago Partners Investment Group
Illinois
$22.1M +$1.67M +95,289 +9%
MFC
136
Morris Financial Concepts
South Carolina
$22.1M +$356K +20,277 +2%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$22.1M +$3.55M +201,966 +21%
RA
138
Rational Advisors
New York
$21.8M -$1.88M -107,097 -8%
HWM
139
HRC Wealth Management
Idaho
$21.7M +$20.3M +1,154,883 New
RDWM
140
Red Door Wealth Management
Tennessee
$21.7M -$282K -16,056 -1%
BHB
141
Bank Hapoalim BM
Israel
$21.4M
FMP
142
Financial Management Professionals
Texas
$20.9M -$30.4M -1,728,276 -61%
SLT
143
St Louis Trust
Missouri
$20.5M +$697K +39,714 +4%
Focus Partners Wealth
144
Focus Partners Wealth
Massachusetts
$20.4M +$19.1M +1,086,351 New
SFC
145
Sprinkle Financial Consultants
Colorado
$20.4M +$19.1M +1,084,830 New
MSFS
146
Main Street Financial Solutions
Pennsylvania
$20.1M +$656K +37,365 +4%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$19.9M +$931K +53,016 +5%
ADL
148
Asset Dedication LLC
California
$19.7M -$613K -34,893 -3%
VFIC
149
Valley Forge Investment Consultants
Pennsylvania
$19.4M -$3.31M -188,202 -15%
PWA
150
Pillar Wealth Advisors
Pennsylvania
$18.6M -$1.23M -69,999 -7%