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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
651
Natixis Advisors
Massachusetts
$675K +$639K +38,694 New
KPWS
652
Kestra Private Wealth Services
Texas
$674K +$229K +13,896 +56%
SAM
653
Summit Asset Management
Tennessee
$667K
HIG
654
Heritage Investment Group
Florida
$667K
WWM
655
Windsor Wealth Management
Indiana
$662K
SBIA
656
Sheaff Brock Investment Advisors
Indiana
$660K
MIP
657
Marietta Investment Partners
Wisconsin
$659K -$14.1K -855 -2%
BWM
658
BlackDiamond Wealth Management
New York
$656K +$313K +18,948 +108%
CIA
659
Cape Investment Advisory
Georgia
$656K -$18.6K -1,125 -3%
KJWM
660
Kiley Juergens Wealth Management
Washington
$654K +$1.24K +75 +0.2%
NP
661
NorthRock Partners
Minnesota
$653K -$6.24K -378 -1%
KWS
662
Keystone Wealth Services
California
$642K -$3.77K -228 -0.6%
PWM
663
Praetorian Wealth Management
California
$641K
AFS
664
Annapolis Financial Services
Maryland
$638K -$53K -3,213 -8%
BWA
665
Beam Wealth Advisors
Louisiana
$634K +$119K +7,236 +25%
OFG
666
Oxford Financial Group
Indiana
$633K -$125K -7,587 -17%
Cetera Investment Advisers
667
Cetera Investment Advisers
Illinois
$631K +$50.9K +3,081 +9%
SF
668
Safeguard Financial
Wisconsin
$631K +$17.9K +1,086 +3%
KIA
669
KCM Investment Advisors
California
$628K -$2.3M -139,017 -79%
PWG
670
Portside Wealth Group
Utah
$628K +$594K +35,991 New
REMPR
671
Roof Eidam Maycock Peralta (REMP)
California
$627K +$76.8K +4,650 +15%
OP
672
ORG Partners
Indiana
$615K
WFA
673
Wade Financial Advisory
California
$614K
AAS
674
Ameritas Advisory Services
Nebraska
$608K -$741K -44,868 -56%
GA
675
GoalVest Advisory
New York
$607K +$556K +33,678 +3,002%