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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
176
Lake Street Advisors Group
New Hampshire
$8.24M +$21K +1,338 +0.3%
PIMG
177
Patriot Investment Management Group
Tennessee
$8.2M +$5.01M +319,932 +166%
AWM
178
Avior Wealth Management
Nebraska
$8.13M -$65.7K -4,194 -0.8%
FCM
179
Fortis Capital Management
Washington
$7.91M +$1.25M +79,542 +19%
SVWAG
180
Sound View Wealth Advisors Group
Georgia
$7.77M +$675K +43,062 +10%
LCM
181
Leisure Capital Management
California
$7.75M +$154K +9,858 +2%
SAF
182
Smith Anglin Financial
Texas
$7.35M -$27.7M -1,768,788 -79%
ECM
183
Exchange Capital Management
Michigan
$7.34M -$189K -12,078 -3%
AFA
184
Atlanta Financial Associates
Georgia
$7.25M +$8.55K +546 +0.1%
CFO
185
CVA Family Office
Colorado
$7.22M -$27.1K -1,728 -0.4%
HWA
186
Heritage Way Advisors
Illinois
$7.05M -$62.8K -4,008 -0.9%
YAL
187
Your Advocates Ltd
Texas
$7.05M +$64.5K +4,116 +0.9%
HG
188
Harbor Group
New Hampshire
$6.98M -$131K -8,358 -2%
ATWA
189
Arbor Trust Wealth Advisors
Michigan
$6.92M -$2.02M -128,880 -23%
OFG
190
Omega Financial Group
California
$6.91M +$88.5K +5,652 +1%
BPM
191
Bowling Portfolio Management
Ohio
$6.89M -$3.42M -218,250 -34%
IA
192
IFP Advisors
Florida
$6.83M -$111K -7,074 -2%
LF
193
Lee Financial
Texas
$6.82M -$32.1K -2,046 -0.5%
HCM
194
Hengehold Capital Management
Ohio
$6.79M -$146K -9,300 -2%
AWM
195
AE Wealth Management
Kansas
$6.69M +$5.43M +346,476 +484%
CGFA
196
Colton Groome Financial Advisors
North Carolina
$6.68M +$630K +40,206 +11%
MAS
197
Managed Account Services
Florida
$6.66M -$185K -11,778 -3%
SPA
198
Sentinel Pension Advisors
Massachusetts
$6.38M -$913K -58,272 -8%
TIM
199
Tortoise Investment Management
New York
$6.35M +$641K +40,890 +11%
OPWM
200
Oakwell Private Wealth Management
Texas
$6.32M -$48.4K -3,090 -0.8%