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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
176
Cooper/Haims Advisors
New York
$9.11M +$94.8K +5,853 +1%
NL
177
NEPC LLC
Massachusetts
$9.1M +$4.95M +305,676 +100%
LFS
178
Lutz Financial Services
Nebraska
$9.07M +$6.49M +400,284 +191%
MHR
179
Matthew Hamilton Rosenberg
$9.01M +$467K +28,794 +5%
CWA
180
Cornerstone Wealth Advisors
Minnesota
$8.75M +$3.29M +202,932 +53%
NA
181
Nottingham Advisors
New York
$8.63M +$9.39M +579,663 New
FNC
182
First National Corp
Massachusetts
$8.62M +$94.4K +5,826 +1%
BSW
183
Buckingham Strategic Wealth
Missouri
$8.53M +$2.37M +146,493 +34%
SVWAG
184
Sound View Wealth Advisors Group
Georgia
$8.46M +$284K +17,511 +3%
DP
185
Denver PWM
Colorado
$7.99M +$41.5K +2,562 +0.5%
AIM
186
AMI Investment Management
Indiana
$7.98M -$79.6K -4,914 -0.9%
CAG
187
Csenge Advisory Group
Florida
$7.89M +$7.49M +462,489 +683%
VBFG
188
Vishria Bird Financial Group
Tennessee
$7.83M -$116K -7,152 -1%
LCM
189
Leisure Capital Management
California
$7.8M -$53.8K -3,318 -0.6%
TI
190
Truepoint Inc
Ohio
$7.59M +$8.26M +509,625 New
BAMG
191
Brand Asset Management Group
Missouri
$7.58M -$347K -21,444 -4%
MFA
192
Morling Financial Advisors
California
$7.57M -$507K -31,266 -6%
RRC
193
Relaxing Retirement Coach
Massachusetts
$7.54M -$267K -16,476 -3%
GCM
194
G2 Capital Management
Ohio
$7.46M
CM
195
Columbus Macro
Pennsylvania
$7.43M +$2.14M +131,871 +36%
PMG
196
ProVise Management Group
Florida
$7.37M +$1.96M +121,173 +32%
OIA
197
OneDigital Investment Advisors
Kansas
$7.37M -$444K -27,384 -5%
SFWC
198
Strategic Family Wealth Counselors
New Jersey
$7.28M +$160K +9,864 +2%
NIC
199
Northwest Investment Counselors
Oregon
$7.2M -$140K -8,610 -2%
Cerity Partners
200
Cerity Partners
New York
$7.12M +$2.89M +178,278 +59%