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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
176
SNS Financial Group
Minnesota
$23.9M +$7.31M +255,945 +46%
AWM
177
Abound Wealth Management
Tennessee
$23.8M +$251K +8,803 +1%
MWA
178
MFA Wealth Advisors
Pennsylvania
$23.7M +$974K +34,117 +4%
USWIA
179
UP Strategic Wealth Investment Advisors
Pennsylvania
$23.6M +$426K +14,907 +2%
MWM
180
Mission Wealth Management
California
$23.4M +$12.8M +447,727 +129%
KHC
181
Koesten Hirschmann & Crabtree
Kansas
$23.4M -$320K -11,200 -1%
Renaissance Technologies
182
Renaissance Technologies
New York
$23.2M +$20M +701,900 +823%
BDF
183
Black Diamond Financial
Maryland
$23.1M -$108K -3,780 -0.5%
IRC
184
Investors Research Corp
Georgia
$23M +$939K +32,896 +4%
ACM
185
Alpha Capital Management
Texas
$22.9M -$355K -12,442 -2%
HCM
186
Hengehold Capital Management
Ohio
$22.9M -$40.4K -1,415 -0.2%
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$22.8M -$1.16M -40,702 -5%
GIA
188
Gladstone Institutional Advisory
Florida
$22.8M -$148K -5,189 -0.7%
FLFS
189
Family Legacy Financial Solutions
North Carolina
$22.4M +$978K +34,249 +5%
Truist Financial
190
Truist Financial
North Carolina
$22.4M +$14.1K +494 +0.1%
IA
191
IFP Advisors
Florida
$22.3M +$1.24M +43,581 +6%
TIM
192
Tortoise Investment Management
New York
$21.7M -$235K -8,238 -1%
MA
193
MCF Advisors
Kentucky
$21.6M -$69.6K -2,436 -0.3%
SSWM
194
Sheets Smith Wealth Management
North Carolina
$21.3M +$2.26K +79 +0%
CCM
195
Coldstream Capital Management
Washington
$21.3M +$14K +492 +0.1%
SCP
196
Stevens Capital Partners
Nebraska
$21M +$1.35M +47,349 +7%
MI
197
Moneywise Inc
Virginia
$21M +$86.4K +3,027 +0.4%
MFG
198
Merit Financial Group
Georgia
$20.8M -$1.26M -43,950 -6%
CP
199
Cornerstone Planning
North Carolina
$20.2M -$177K -6,215 -0.9%
BWM
200
BCS Wealth Management
Tennessee
$20M +$18.8K +658 +0.1%