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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
176
Hengehold Capital Management
Ohio
$20.4M +$29.5K +1,307 +0.2%
BBPWM
177
Blue Bell Private Wealth Management
Pennsylvania
$20.4M -$70.4K -3,113 -0.4%
MI
178
Moneywise Inc
Virginia
$20.3M -$9.97M -441,190 -35%
ACM
179
Alpha Capital Management
Texas
$20.3M +$175K +7,735 +0.9%
WCFP
180
White & Co Financial Planning
Washington
$20.2M +$298K +13,180 +2%
Tudor Investment Corp
181
Tudor Investment Corp
Connecticut
$20M +$17.1M +756,783 +1,249%
GFM
182
GEN Financial Management
Minnesota
$19.8M -$6.87M -303,676 -27%
BWM
183
BCS Wealth Management
Tennessee
$19.5M +$2.88M +127,347 +19%
GIA
184
Gladstone Institutional Advisory
Florida
$19.5M +$1.47M +65,090 +9%
MA
185
MCF Advisors
Kentucky
$19.3M +$3.92M +173,379 +28%
SFG
186
SNS Financial Group
Minnesota
$19.3M +$417K +18,431 +2%
AWM
187
Abound Wealth Management
Tennessee
$19.2M +$399K +17,666 +2%
CCM
188
Coldstream Capital Management
Washington
$18.8M -$222K -9,830 -1%
BDF
189
Black Diamond Financial
Maryland
$18.8M -$904K -39,984 -5%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$18.5M +$8.17M +361,183 +91%
TIM
191
Tortoise Investment Management
New York
$18.4M +$645K +28,534 +4%
SEM
192
Strategic Equity Management
Arizona
$18.4M -$18.6M -822,611 -52%
AAS
193
Asset Allocation Strategies
Michigan
$18.3M +$1.81M +80,025 +12%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$18.2M -$2.2M -97,219 -12%
JCM
195
Jacobi Capital Management
Pennsylvania
$18M -$696K -30,785 -4%
LFS
196
Lutz Financial Services
Nebraska
$18M +$3.41M +150,874 +26%
FNC
197
First National Corp
Massachusetts
$17.7M -$12K -530 -0.1%
AZ
198
Alpha Zero
Florida
$17.3M +$1.19M +52,798 +8%
LIM
199
Leavell Investment Management
Alabama
$17.1M -$170K -7,519 -1%
SSWM
200
Sheets Smith Wealth Management
North Carolina
$16.9M -$1.74M -76,753 -10%