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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
151
FAS Wealth Partners
Kansas
$12M +$248K +13,932 +2%
CWM
152
Cabot Wealth Management
Massachusetts
$11.9M -$1.08M -60,720 -8%
Citadel Advisors
153
Citadel Advisors
Florida
$11.7M +$12.1M +676,014 New
JMPWA
154
JP Morgan Private Wealth Advisors
California
$11.6M +$2.47M +138,606 +26%
Goldman Sachs
155
Goldman Sachs
New York
$11.6M -$2.48M -139,140 -17%
AI
156
Atria Investments
North Carolina
$11.4M +$121K +6,762 +1%
WA
157
WBH Advisory
Maryland
$11.3M +$741K +41,550 +7%
GG
158
Greenwood Gearhart
Arkansas
$11.3M -$3.83M -214,482 -25%
ACA
159
Aptus Capital Advisors
Alabama
$11.2M +$1.23M +69,024 +12%
PCWA
160
Pacific Capital Wealth Advisors
California
$11.2M +$1.39M +78,186 +14%
FMP
161
Financial Management Professionals
Texas
$10.7M -$893K -50,094 -8%
NL
162
NEPC LLC
Massachusetts
$10.6M
AIM
163
AMI Investment Management
Indiana
$10.5M -$496K -27,816 -4%
BHB
164
Bank Hapoalim BM
Israel
$10.4M +$7.07M +396,636 +195%
DP
165
Denver PWM
Colorado
$10.3M +$41.1K +2,304 +0.4%
TLP
166
Trinity Legacy Partners
Texas
$10.1M +$304K +17,064 +3%
FNC
167
First National Corp
Massachusetts
$10.1M +$105K +5,892 +1%
GSAM
168
Grant Street Asset Management
Pennsylvania
$9.99M +$9.67M +542,058 +1,588%
NWS
169
Newport Wealth Strategies
California
$9.73M +$457K +25,650 +5%
OIA
170
OneDigital Investment Advisors
Kansas
$9.63M -$1.83M -102,558 -16%
IA
171
IFP Advisors
Florida
$9.47M +$1.11M +62,520 +13%
FCM
172
Fortis Capital Management
Washington
$9.27M +$17.9K +1,002 +0.2%
RRC
173
Relaxing Retirement Coach
Massachusetts
$9.15M -$120K -6,732 -1%
SVWAG
174
Sound View Wealth Advisors Group
Georgia
$9.12M +$20.8K +1,164 +0.2%
MA
175
MCF Advisors
Kentucky
$9.11M -$4.07K -228 -0%