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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
151
Gordian Advisors
Arizona
$28.3M -$142K -5,296 -0.5%
PWM
152
Provident Wealth Management
Tennessee
$27.7M -$42.4K -1,581 -0.1%
EWM
153
Empirical Wealth Management
Washington
$27M -$2.08M -77,549 -7%
DWM
154
Destination Wealth Management
California
$26.8M -$10M -372,712 -26%
KLI
155
Kelman-Lazarov Inc
Tennessee
$26.5M +$332K +12,365 +1%
SJIM
156
St. Johns Investment Management
Florida
$26.3M +$243K +9,048 +0.9%
MIA
157
Milestone Investment Advisors
Wisconsin
$25.9M -$275K -10,246 -1%
CCA
158
Clearwater Capital Advisors
Illinois
$24.6M +$1.36M +50,843 +6%
MF
159
Manchester Financial
California
$24.6M +$1.05M +38,978 +4%
SFMG
160
Sage Financial Management Group
Virginia
$24.4M +$59K +2,198 +0.2%
SIC
161
Salem Investment Counselors
North Carolina
$24.1M +$76.9K +2,867 +0.3%
EL
162
Essex LLC
Illinois
$24.1M +$72.6K +2,707 +0.3%
AF
163
Allworth Financial
California
$23.9M -$1.76M -65,763 -7%
GFM
164
GEN Financial Management
Minnesota
$23.9M +$946K +35,283 +4%
LBC
165
Lowe Brockenbrough & Co
Virginia
$23.8M -$499K -18,592 -2%
SVWAG
166
Sound View Wealth Advisors Group
Georgia
$23.5M -$1.08M -40,332 -4%
BIA
167
Bell Investment Advisors
California
$23.1M +$370K +13,797 +2%
LFS
168
Lutz Financial Services
Nebraska
$22.8M +$4.36M +162,464 +22%
AA
169
Ancora Advisors
Ohio
$22.7M -$490K -18,276 -2%
AAS
170
Asset Allocation Strategies
Michigan
$22.5M +$780K +29,093 +3%
VFIC
171
Valley Forge Investment Consultants
Pennsylvania
$22.3M -$247K -9,195 -1%
USWIA
172
UP Strategic Wealth Investment Advisors
Pennsylvania
$22M +$1.21M +45,041 +6%
AIP
173
Almanack Investment Partners
Pennsylvania
$22M -$7.64M -284,948 -25%
BCI
174
Brinker Capital Investments
Pennsylvania
$21.8M -$1.71M -63,895 -7%
TI
175
Truepoint Inc
Ohio
$21.7M +$235K +8,746 +1%