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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
176
Sound View Wealth Advisors Group
Georgia
$10.3M +$274K +14,832 +3%
DP
177
Denver PWM
Colorado
$10.1M -$1.1M -59,796 -10%
LCM
178
Leisure Capital Management
California
$10M +$167K +9,042 +2%
OIA
179
OneDigital Investment Advisors
Kansas
$9.99M -$532K -28,818 -5%
RRC
180
Relaxing Retirement Coach
Massachusetts
$9.92M -$87.1K -4,716 -0.9%
K
181
Kemper
Illinois
$9.87M -$7.3M -395,040 -43%
WCG
182
Wall Capital Group
Arizona
$9.85M +$928K +50,250 +11%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$9.77M +$1.17M +63,126 +14%
MHR
184
Matthew Hamilton Rosenberg
$9.67M +$199K +10,746 +2%
CWM
185
Cabot Wealth Management
Massachusetts
$9.62M -$3.33M -180,138 -26%
PFC
186
Phocas Financial Corp
California
$9.55M -$23.5K -1,272 -0.3%
JWM
187
Jackson Wealth Management
Florida
$9.51M -$274K -14,844 -3%
GCM
188
G2 Capital Management
Ohio
$9.5M +$9.25M +500,940 New
NIC
189
Northwest Investment Counselors
Oregon
$9.5M -$112K -6,048 -1%
AWM
190
Avior Wealth Management
Nebraska
$9.42M -$47.8K -2,586 -0.5%
SWA
191
SFMG Wealth Advisors
Texas
$9.41M -$267K -14,454 -3%
NCM
192
Northwest Capital Management
Oregon
$9.38M +$5.06M +273,678 +108%
MAWAG
193
Mid-American Wealth Advisory Group
Missouri
$9.21M +$8.97M +485,496 New
YAL
194
Your Advocates Ltd
Texas
$9.13M +$253K +13,716 +3%
RFA
195
RTD Financial Advisors
Pennsylvania
$9.05M +$8.81M +476,952 New
CCM
196
Cullen Capital Management
New York
$9.05M +$8.81M +476,910 New
CAN
197
Cetera Advisor Networks
California
$8.74M +$1.23M +66,342 +17%
AF
198
Allworth Financial
California
$8.7M +$6.38M +345,546 +306%
QCM
199
Quest Capital Management
Texas
$8.68M +$6.85M +371,004 +428%
LSAG
200
Lake Street Advisors Group
New Hampshire
$8.63M -$839K -45,426 -9%