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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
601
Carret Asset Management
New York
$804K +$174K +11,034 +28%
PAM
602
Peak Asset Management
Colorado
$801K
PAS
603
Park Avenue Securities
New York
$793K +$55.3K +3,513 +8%
MCWS
604
McKinley Carter Wealth Services
West Virginia
$786K +$236 +15 +0%
M&T Bank
605
M&T Bank
New York
$778K +$137K +8,709 +22%
TI
606
Trexquant Investment
Connecticut
$778K +$760K +48,267 New
GGI
607
Godsey & Gibb Inc
Virginia
$777K +$759K +48,210 New
BL
608
BFSG LLC
California
$774K +$8.36K +531 +1%
GIA
609
Gladstone Institutional Advisory
Florida
$764K -$22K -1,398 -3%
BHWM
610
Beaird Harris Wealth Management
Texas
$761K +$511K +32,442 +220%
MA
611
Mutual Advisors
Nebraska
$756K +$29.7K +1,890 +4%
FANJ
612
Financial Architects (New Jersey)
New Jersey
$752K +$3.97K +252 +0.5%
RPGK
613
Retirement Planning Group (Kansas)
Kansas
$750K
ACM
614
Argent Capital Management
Missouri
$747K -$4.63M -294,192 -86%
G
615
Gainplan
Michigan
$741K -$167K -10,593 -19%
FFA
616
Farther Finance Advisors
California
$737K +$105K +6,678 +17%
WFS
617
Walker Financial Services
Kentucky
$725K
TW
618
Transform Wealth
Colorado
$724K +$335K +21,261 +90%
DACG
619
Donor Advised Charitable Giving
California
$717K -$176K -11,166 -20%
GI
620
GS Investments
Minnesota
$716K +$5.81K +369 +0.8%
HWA
621
HHM Wealth Advisors
Tennessee
$716K -$5.57K -354 -0.8%
CA
622
Crewe Advisors
Utah
$711K +$13.2K +837 +2%
OFG
623
Oxford Financial Group
Indiana
$707K -$14.2K -903 -2%
CA
624
Continuum Advisory
Idaho
$696K -$16.4K -1,044 -2%
SCI
625
Stableford Capital II
Arizona
$683K +$715K +45,408 New