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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
176
Ironwood Financial
Arizona
$2.2M +$383K +35,244 +20%
BRWA
177
B. Riley Wealth Advisors
Florida
$2.15M +$28.5K +2,622 +1%
AIM
178
Arcadia Investment Management
Michigan
$2.11M +$90.5K +8,322 +4%
VDFA
179
Vickerman & Driscoll Financial Advisors
Washington
$2.09M -$88.3K -8,118 -4%
Citadel Advisors
180
Citadel Advisors
Florida
$2.06M +$2.13M +196,290 New
LWMT
181
Legacy Wealth Management (Tennessee)
Tennessee
$2.03M -$6.46K -594 -0.3%
KIA
182
KCM Investment Advisors
California
$2.02M -$3.13K -288 -0.1%
SPC
183
Sigma Planning Corp
Michigan
$2.02M +$7.83K +720 +0.4%
SSWM
184
Sheets Smith Wealth Management
North Carolina
$2.01M +$766K +70,446 +58%
RJA
185
Raymond James & Associates
Florida
$2M +$127K +11,652 +7%
ECML
186
Eagle Capital Management (Louisiana)
Louisiana
$1.98M -$579K -53,190 -22%
VR
187
Viridian RIA
Washington
$1.8M +$1.86M +171,126 New
MCM
188
Mengis Capital Management
Oregon
$1.78M +$225K +20,694 +14%
CFA
189
Cahill Financial Advisors
Minnesota
$1.75M +$156K +14,334 +9%
SWM
190
Stockman Wealth Management
Montana
$1.74M -$50.4K -4,632 -3%
MCM
191
Mainstay Capital Management
Michigan
$1.71M +$208K +19,128 +13%
TIM
192
Tortoise Investment Management
New York
$1.69M +$205K +18,882 +13%
RBA
193
Richard Bernstein Advisors
New York
$1.67M +$1.73M +159,162 New
SDWMA
194
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.67M +$582K +53,544 +51%
GC
195
Grimes & Company
Massachusetts
$1.67M +$107K +9,804 +7%
SIC
196
Sigma Investment Counselors
Michigan
$1.61M +$108K +9,930 +7%
PC
197
Palo Capital
California
$1.6M +$1.66M +152,682 New
FRA
198
Front Row Advisors
California
$1.6M +$38.9K +3,576 +2%
OIA
199
OneDigital Investment Advisors
Kansas
$1.57M +$1.22M +112,128 +301%
CFIA
200
Cantor Fitzgerald Investment Advisors
New York
$1.56M -$205K -18,804 -11%