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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Summit Asset Management
Tennessee
$594K
AMIM
602
Aull & Monroe Investment Management
Alabama
$590K -$14.3K -912 -2%
LRPA
603
L. Roy Papp & Associates
Arizona
$590K
LWM
604
Lyell Wealth Management
California
$588K +$2.78K +177 +0.4%
OFG
605
Orcam Financial Group
California
$584K +$94 +6 +0%
RCC
606
Red Cedar Capital
Nebraska
$583K
HWA
607
Heritage Wealth Advisors
Virginia
$564K -$30.9K -1,968 -5%
RGF
608
Retirement Guys Formula
Ohio
$562K -$48K -3,057 -7%
M&T Bank
609
M&T Bank
New York
$559K +$90.1K +5,745 +17%
HIG
610
Heritage Investment Group
Florida
$557K
CAM
611
Carret Asset Management
New York
$555K -$8K -510 -1%
WWM
612
Windsor Wealth Management
Indiana
$550K +$7.16K +456 +1%
KWS
613
Keystone Wealth Services
California
$549K -$7.72K -492 -1%
TW
614
Transform Wealth
Colorado
$549K +$23.5K +1,497 +4%
GG
615
GenWealth Group
New Jersey
$544K -$84.8K -5,403 -12%
BI
616
Blooom Inc
Kansas
$543K -$21.6K -1,377 -3%
FWI
617
Facet Wealth Inc
Maryland
$540K +$15K +957 +3%
NCM
618
Novare Capital Management
North Carolina
$536K -$471 -30 -0.1%
SBIA
619
Sheaff Brock Investment Advisors
Indiana
$534K
PWM
620
Praetorian Wealth Management
California
$529K -$20.8K -1,323 -3%
FWA
621
FSM Wealth Advisors
Ohio
$526K +$30.5K +1,941 +5%
AFA
622
American Financial Advisors
Georgia
$526K +$33K +2,103 +6%
KJWM
623
Kiley Juergens Wealth Management
Washington
$525K +$1.32K +84 +0.2%
AFS
624
Annapolis Financial Services
Maryland
$516K
PWA
625
Physician Wealth Advisors
Utah
$511K +$8.05K +513 +2%