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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
176
ProVise Management Group
Florida
$8.22M +$1.36M +86,949 +18%
CHA
177
Cooper/Haims Advisors
New York
$8.21M -$467K -29,754 -5%
MHR
178
Matthew Hamilton Rosenberg
$8.08M -$413K -26,352 -4%
NA
179
Nottingham Advisors
New York
$8.06M -$139K -8,832 -2%
SP
180
SWS Partners
Ohio
$8.03M +$8.92M +568,512 New
Jane Street
181
Jane Street
New York
$7.88M +$8.54M +544,476 +3,862%
CAG
182
Csenge Advisory Group
Florida
$7.88M +$434K +27,657 +5%
CWA
183
Cornerstone Wealth Advisors
Minnesota
$7.78M -$582K -37,101 -6%
PCWA
184
Pacific Capital Wealth Advisors
California
$7.76M -$1.41M -89,973 -14%
DP
185
Denver PWM
Colorado
$7.71M -$39.4K -2,514 -0.5%
LFS
186
Lutz Financial Services
Nebraska
$7.56M -$1.16M -74,094 -12%
NSAM
187
North Star Asset Management
Wisconsin
$7.55M -$21.9M -1,396,887 -72%
LCM
188
Leisure Capital Management
California
$7.48M +$91K +5,799 +1%
AIM
189
AMI Investment Management
Indiana
$7.46M -$125K -7,944 -1%
Toronto Dominion Bank
190
Toronto Dominion Bank
Ontario, Canada
$7.41M +$8.24M +525,000 New
VBFG
191
Vishria Bird Financial Group
Tennessee
$7.37M -$57.1K -3,639 -0.7%
HCM
192
Hengehold Capital Management
Ohio
$7.26M +$2.01M +127,893 +33%
SAS
193
Sanford Advisory Services
Michigan
$7.18M +$6.04M +385,116 +312%
MFA
194
Morling Financial Advisors
California
$7.08M -$106K -6,762 -1%
OIA
195
OneDigital Investment Advisors
Kansas
$7.08M +$98.4K +6,273 +1%
GCM
196
G2 Capital Management
Ohio
$7.07M
LAS
197
Lloyd Advisory Services
Georgia
$7.04M +$2.68M +170,694 +52%
RRC
198
Relaxing Retirement Coach
Massachusetts
$7.02M -$139K -8,874 -2%
SFWC
199
Strategic Family Wealth Counselors
New Jersey
$6.91M +$3.2K +204 +0%
BAMG
200
Brand Asset Management Group
Missouri
$6.89M -$329K -20,982 -4%