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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
Alpha Capital Management
Texas
$21.4M -$420K -16,533 -2%
WCFP
177
White & Co Financial Planning
Washington
$21.4M -$458K -18,052 -2%
AAS
178
Asset Allocation Strategies
Michigan
$21.4M +$1.56M +61,503 +8%
BDF
179
Black Diamond Financial
Maryland
$21.2M +$932K +36,712 +5%
MI
180
Moneywise Inc
Virginia
$21.1M -$778K -30,646 -4%
Wellington Management Group
181
Wellington Management Group
Massachusetts
$21.1M +$20.3M +799,302 New
AWM
182
Abound Wealth Management
Tennessee
$20.8M +$97K +3,818 +0.5%
GIA
183
Gladstone Institutional Advisory
Florida
$20.7M -$268K -10,562 -1%
MA
184
MCF Advisors
Kentucky
$20.6M -$207K -8,161 -1%
SFG
185
SNS Financial Group
Minnesota
$20.2M -$538K -21,185 -3%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$20.1M +$171K +6,723 +0.9%
Truist Financial
187
Truist Financial
North Carolina
$19.7M -$4.66M -183,607 -20%
TIM
188
Tortoise Investment Management
New York
$19.6M -$228K -8,982 -1%
FNC
189
First National Corp
Massachusetts
$19.4M +$270K +10,650 +1%
LFS
190
Lutz Financial Services
Nebraska
$19.4M -$35K -1,377 -0.2%
AZ
191
Alpha Zero
Florida
$19.3M +$623K +24,539 +3%
GFM
192
GEN Financial Management
Minnesota
$18.9M -$2.27M -89,536 -11%
IRC
193
Investors Research Corp
Georgia
$18.9M +$694K +27,333 +4%
CCM
194
Coldstream Capital Management
Washington
$18.9M -$1.28M -50,465 -7%
JCM
195
Jacobi Capital Management
Pennsylvania
$18.8M -$558K -21,959 -3%
SEM
196
Strategic Equity Management
Arizona
$18.5M -$1.25M -49,104 -7%
LIM
197
Leavell Investment Management
Alabama
$18.2M -$175K -6,890 -1%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$18.1M -$1.47M -57,729 -8%
USWIA
199
UP Strategic Wealth Investment Advisors
Pennsylvania
$17.9M +$876K +34,512 +5%
BWM
200
BCS Wealth Management
Tennessee
$17.7M -$3.19M -125,494 -16%