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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Belpointe Asset Management
Nevada
$34.4M -$3.48M -129,717 -9%
BA
127
Ballast Advisors
Minnesota
$34.2M +$1.7M +63,352 +5%
FIA
128
FPC Investment Advisory
California
$34.1M +$3.87M +144,215 +13%
AA
129
Ashford Advisors
New York
$34M -$753K -28,078 -2%
CWG
130
Cornerstone Wealth Group
North Carolina
$34M -$1.31M -48,808 -4%
SLT
131
St Louis Trust
Missouri
$34M +$726K +27,066 +2%
LAM
132
L2 Asset Management
Massachusetts
$33.7M +$19.8M +736,403 +128%
AIM
133
Athena Investment Management
California
$33.5M +$1.56K +58 +0%
MSFS
134
Main Street Financial Solutions
Pennsylvania
$33.5M +$1.32M +49,229 +4%
BWM
135
Bernard Wealth Management
Michigan
$33.4M -$1.24M -46,237 -3%
DAS
136
Dynamic Advisor Solutions
Arizona
$32.9M +$934K +34,835 +3%
FCA
137
Fortis Capital Advisors
Kansas
$32.7M -$3.52M -131,238 -9%
EFG
138
Embree Financial Group
Illinois
$32.4M -$4.46M -166,101 -12%
GG
139
Gleason Group
Kentucky
$32.2M -$825K -30,757 -2%
HWM
140
HRC Wealth Management
Idaho
$32.2M +$122K +4,559 +0.4%
EFG
141
Ethos Financial Group
Pennsylvania
$31.8M +$632K +23,566 +2%
MCM
142
MAI Capital Management
Ohio
$31.4M -$12.9K -480 -0%
Stifel Financial
143
Stifel Financial
Missouri
$31.1M +$803K +29,951 +3%
PWM
144
Perigon Wealth Management
California
$30.9M +$1.27M +47,362 +4%
PAG
145
Powers Advisory Group
Illinois
$30.9M +$127K +4,725 +0.4%
AIM
146
Anchor Investment Management
South Carolina
$30.6M +$557K +20,779 +2%
CKAIS
147
Christensen King & Associates Investment Services
Washington
$29.5M +$198K +7,393 +0.6%
CAG
148
Csenge Advisory Group
Florida
$28.9M +$599K +22,339 +2%
Goldman Sachs
149
Goldman Sachs
New York
$28.9M -$25.4M -947,004 -46%
OIA
150
OneDigital Investment Advisors
Kansas
$28.8M -$558K -20,820 -2%