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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$18.6M -$977K -41,979 -5%
TFA
177
Transamerica Financial Advisors
Florida
$18.5M +$561K +24,102 +3%
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$18.5M +$17.3K +745 +0.1%
HCM
179
Hengehold Capital Management
Ohio
$18.4M -$426K -18,305 -2%
ACM
180
Alpha Capital Management
Texas
$18.1M +$727K +31,216 +4%
AQR Capital Management
181
AQR Capital Management
Connecticut
$18.1M +$2.05M +88,046 +12%
WCFP
182
White & Co Financial Planning
Washington
$17.9M -$750K -32,204 -4%
BDF
183
Black Diamond Financial
Maryland
$17.8M -$240K -10,298 -1%
PWM
184
Prosperity Wealth Management
California
$17.8M +$1.31M +56,260 +7%
CCM
185
Coldstream Capital Management
Washington
$17.2M -$18.3K -788 -0.1%
SFG
186
SNS Financial Group
Minnesota
$17M -$1.93M -83,037 -10%
JCM
187
Jacobi Capital Management
Pennsylvania
$17M -$456K -19,580 -2%
SSWM
188
Sheets Smith Wealth Management
North Carolina
$17M -$913K -39,227 -5%
AWM
189
Abound Wealth Management
Tennessee
$17M +$222K +9,556 +1%
GIA
190
Gladstone Institutional Advisory
Florida
$16.1M -$711K -30,534 -4%
FNC
191
First National Corp
Massachusetts
$16M +$148K +6,363 +0.9%
RCIM
192
Red Cedar Investment Management
Michigan
$16M -$5.07M -217,860 -23%
TIM
193
Tortoise Investment Management
New York
$16M +$1.92M +82,611 +13%
EWM
194
Empirical Wealth Management
Washington
$15.7M +$615K +26,405 +4%
LIM
195
Leavell Investment Management
Alabama
$15.6M +$64.6K +2,773 +0.4%
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
$15.4M -$3.05M -131,019 -16%
RWA
197
Redhawk Wealth Advisors
Minnesota
$14.9M +$598K +25,699 +4%
BWM
198
BCS Wealth Management
Tennessee
$14.8M -$1.73M -74,398 -10%
NCM
199
Northwest Capital Management
Oregon
$14.8M -$1.01M -43,229 -6%
AAS
200
Asset Allocation Strategies
Michigan
$14.8M +$1.27M +54,766 +9%