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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
Summit Asset Management
Tennessee
$633K
AMIM
627
Aull & Monroe Investment Management
Alabama
$630K
LRPA
628
L. Roy Papp & Associates
Arizona
$629K
LWM
629
Lyell Wealth Management
California
$628K +$1.09K +72 +0.2%
RCC
630
Red Cedar Capital
Nebraska
$622K
OFG
631
Orcam Financial Group
California
$622K +$136 +9 +0%
OPS
632
Orion Portfolio Solutions
Nebraska
$618K +$89.7K +5,925 +17%
William Blair & Company
633
William Blair & Company
Illinois
$607K -$199K -13,155 -25%
SFS
634
Sowell Financial Services
Arkansas
$605K -$87.8K -5,799 -13%
RIA
635
Retirement Investment Advisors
Oklahoma
$596K +$600K +39,606 New
GG
636
GenWealth Group
New Jersey
$596K +$15.7K +1,038 +3%
M&T Bank
637
M&T Bank
New York
$595K +$136 +9 +0%
HWA
638
Heritage Wealth Advisors
Virginia
$594K -$8.04K -531 -1%
FFA
639
Farther Finance Advisors
California
$588K +$591K +39,060 New
AFA
640
American Financial Advisors
Georgia
$588K +$26.6K +1,755 +5%
KWS
641
Keystone Wealth Services
California
$586K +$999 +66 +0.2%
WWM
642
Windsor Wealth Management
Indiana
$585K
CAM
643
Carret Asset Management
New York
$584K -$6.81K -450 -1%
CC
644
Callan Capital
California
$584K -$220K -14,502 -27%
HIG
645
Heritage Investment Group
Florida
$575K -$19.3K -1,275 -3%
NCM
646
Novare Capital Management
North Carolina
$572K +$954 +63 +0.2%
SBIA
647
Sheaff Brock Investment Advisors
Indiana
$569K
MIP
648
Marietta Investment Partners
Wisconsin
$568K +$59.1K +3,903 +12%
PWM
649
Praetorian Wealth Management
California
$564K -$182 -12 -0%
NP
650
NorthRock Partners
Minnesota
$563K -$174K -11,508 -24%