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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
176
Keel Point
Alabama
$2.47M
Citadel Advisors
177
Citadel Advisors
Florida
$2.46M +$328K +30,426 +16%
PFM
178
Peak Financial Management
Massachusetts
$2.42M +$938K +86,958 +64%
BRWA
179
B. Riley Wealth Advisors
Florida
$2.42M +$206K +19,146 +9%
MML Investors Services
180
MML Investors Services
Massachusetts
$2.39M -$1.38M -128,430 -37%
SSWM
181
Sheets Smith Wealth Management
North Carolina
$2.36M +$287K +26,640 +14%
KFC
182
Klingenstein Fields & Co
New York
$2.35M +$79.8K +7,404 +4%
CMBA
183
C.M. Bidwell & Associates
Hawaii
$2.31M -$112K -10,374 -5%
AIM
184
Anchor Investment Management
South Carolina
$2.31M +$696K +64,542 +44%
KF
185
Krilogy Financial
Missouri
$2.3M -$28.8K -2,670 -1%
IF
186
Ironwood Financial
Arizona
$2.3M +$28.4K +2,634 +1%
TA
187
Tiedemann Advisors
New York
$2.29M -$630K -58,440 -22%
CCM
188
Carlson Capital Management
Minnesota
$2.28M -$67.7K -6,282 -3%
RJA
189
Raymond James & Associates
Florida
$2.23M +$167K +15,480 +8%
LWMT
190
Legacy Wealth Management (Tennessee)
Tennessee
$2.09M
KIA
191
KCM Investment Advisors
California
$2.08M
SPC
192
Sigma Planning Corp
Michigan
$2.07M -$5.89K -546 -0.3%
VDFA
193
Vickerman & Driscoll Financial Advisors
Washington
$2.06M -$99.6K -9,234 -5%
MCM
194
Mengis Capital Management
Oregon
$1.98M +$150K +13,884 +8%
TIM
195
Tortoise Investment Management
New York
$1.94M +$198K +18,342 +11%
SDWMA
196
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.94M +$220K +20,388 +13%
CA
197
Clearstead Advisors
Ohio
$1.84M +$1.83M +169,590 New
VR
198
Viridian RIA
Washington
$1.8M -$52.3K -4,848 -3%
MAS
199
Madden Advisory Services
Florida
$1.8M +$270K +25,062 +18%
SWM
200
Stockman Wealth Management
Montana
$1.78M -$10.9K -1,008 -0.6%