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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$19.1M +$3.24M +121,175 +21%
SSWM
202
Sheets Smith Wealth Management
North Carolina
$19M +$1.03M +38,456 +6%
TIM
203
Tortoise Investment Management
New York
$19M -$998K -37,363 -5%
MWA
204
MFA Wealth Advisors
Pennsylvania
$18.9M +$768K +28,743 +4%
CCM
205
Coldstream Capital Management
Washington
$18.5M -$767K -28,709 -4%
LIM
206
Leavell Investment Management
Alabama
$18M -$539K -20,185 -3%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$18M +$218K +8,163 +1%
WCM
208
Winthrop Capital Management
Indiana
$17.8M +$255K +9,559 +1%
RCIM
209
Red Cedar Investment Management
Michigan
$17.7M
FFN
210
Focus Financial Network
Minnesota
$17.3M -$696K -26,073 -4%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$17.3M -$1.18M -44,230 -6%
LCM
212
Leisure Capital Management
California
$17.2M -$68K -2,548 -0.4%
SF
213
Summit Financial
New Jersey
$16.9M +$2.74M +102,697 +20%
SEM
214
Strategic Equity Management
Arizona
$16.6M -$2.25M -84,071 -12%
TLP
215
Trinity Legacy Partners
Texas
$16.4M +$66.8K +2,503 +0.4%
WMWM
216
Wilkins Miller Wealth Management
Alabama
$16.3M -$105K -3,927 -0.6%
RWA
217
Redhawk Wealth Advisors
Minnesota
$16.3M +$2.45M +91,556 +18%
Northern Trust
218
Northern Trust
Illinois
$16.1M -$9.27M -347,004 -37%
EH
219
Equitable Holdings
New York
$15.6M +$403K +15,107 +3%
LAM
220
L2 Asset Management
Massachusetts
$15.5M +$4.96M +185,882 +47%
BWP
221
BlueStem Wealth Partners
Minnesota
$15.4M +$15.3M +571,076 New
UBS AM
222
UBS AM
Illinois
$15.1M +$15M +562,212 New
SCP
223
Stevens Capital Partners
Nebraska
$15.1M +$4.34M +162,459 +41%
MWM
224
MinichMacGregor Wealth Management
New York
$14.8M +$399K +14,957 +3%
MBI
225
May Barnhard Investments
Maryland
$14.7M -$952K -35,652 -6%