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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
176
Strategic Family Wealth Counselors
New Jersey
$5.17M +$17.9K +1,518 +0.3%
SBL
177
Sargent Bickham Lagudis
Colorado
$5.14M +$556K +47,154 +12%
MWP
178
MYCIO Wealth Partners
Pennsylvania
$5.14M +$186K +15,756 +4%
COI
179
Capital One Investing
Virginia
$5.04M -$774K -65,676 -13%
HWA
180
Heritage Way Advisors
Illinois
$4.99M +$113K +9,576 +2%
SDWMA
181
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.91M +$298K +25,266 +6%
OMC
182
Old Mission Capital
Illinois
$4.84M +$4.82M +409,290 New
BPM
183
Bowling Portfolio Management
Ohio
$4.74M +$343K +29,070 +8%
BAM
184
Belpointe Asset Management
Nevada
$4.72M -$7.92K -672 -0.2%
CGFA
185
Colton Groome Financial Advisors
North Carolina
$4.62M +$4.43M +376,194 New
HWMG
186
Hurlow Wealth Management Group
Indiana
$4.53M -$511K -43,320 -10%
RBA
187
Richard Bernstein Advisors
New York
$4.5M +$658K +55,800 +17%
AL
188
Aspiriant LLC
California
$4.38M +$55.4K +4,698 +1%
GHA
189
GW Henssler & Associates
Georgia
$4.36M +$389K +33,030 +10%
MAS
190
Managed Account Services
Florida
$4.35M +$229K +19,464 +6%
GCA
191
Gradient Capital Advisors
California
$4.33M -$570K -48,372 -12%
FWP
192
FAS Wealth Partners
Kansas
$4.33M +$70.6K +5,988 +2%
IC
193
InterOcean Capital
Illinois
$4.32M +$818K +69,438 +23%
KF
194
Krilogy Financial
Missouri
$4.27M -$23.7K -2,010 -0.6%
ECG
195
Edge Capital Group
Georgia
$4.26M +$12.4K +1,050 +0.3%
PP
196
PagnatoKarp Partners
Virginia
$4.24M +$34.2K +2,898 +0.8%
WAM
197
Wakefield Asset Management
Colorado
$4.21M -$28.8K -2,442 -0.7%
PWMG
198
Prestige Wealth Management Group
New Jersey
$4.17M +$554K +47,046 +15%
NIM
199
Nicollet Investment Management
Minnesota
$4.07M -$195K -16,548 -5%
ACA
200
Aptus Capital Advisors
Alabama
$4.04M +$2.16M +183,300 +116%