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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
WBH Advisory
Maryland
$22.2M -$294K -11,010 -1%
BBPWM
177
Blue Bell Private Wealth Management
Pennsylvania
$22M -$170K -6,368 -0.8%
TFA
178
Transamerica Financial Advisors
Florida
$21.9M -$1.69M -63,214 -7%
WCFP
179
White & Co Financial Planning
Washington
$21.8M -$8.92K -334 -0%
KHC
180
Koesten Hirschmann & Crabtree
Kansas
$21.8M -$1.59M -59,536 -7%
ACM
181
Alpha Capital Management
Texas
$21.7M -$116K -4,354 -0.5%
HCM
182
Hengehold Capital Management
Ohio
$21.5M -$404K -15,125 -2%
BDF
183
Black Diamond Financial
Maryland
$21.5M -$200K -7,502 -0.9%
AWM
184
Abound Wealth Management
Tennessee
$21.4M +$204K +7,639 +1%
GIA
185
Gladstone Institutional Advisory
Florida
$21M -$147K -5,522 -0.7%
SFG
186
SNS Financial Group
Minnesota
$21M +$301K +11,266 +1%
MA
187
MCF Advisors
Kentucky
$20.6M -$450K -16,842 -2%
AZ
188
Alpha Zero
Florida
$20.5M +$757K +28,363 +4%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$20.2M -$293K -10,962 -1%
Truist Financial
190
Truist Financial
North Carolina
$20M -$133K -4,971 -0.7%
DF
191
Downshift Financial
Colorado
$20M +$20M +750,046 New
IRC
192
Investors Research Corp
Georgia
$19.9M +$616K +23,065 +3%
MI
193
Moneywise Inc
Virginia
$19.9M -$1.62M -60,485 -8%
CP
194
Cornerstone Planning
North Carolina
$19.7M +$19.5M +731,374 New
LFS
195
Lutz Financial Services
Nebraska
$19.6M -$209K -7,824 -1%
USWIA
196
UP Strategic Wealth Investment Advisors
Pennsylvania
$19.6M +$1.05M +39,455 +6%
MFG
197
Merit Financial Group
Georgia
$19.5M +$8.07M +302,007 +71%
FLFS
198
Family Legacy Financial Solutions
North Carolina
$19.3M +$6.29M +235,502 +49%
SA
199
Sanctuary Advisors
Indiana
$19.2M +$2.46M +92,094 +15%
JCM
200
Jacobi Capital Management
Pennsylvania
$19.2M -$20.7K -774 -0.1%