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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
676
Birchbrook
Maine
$1.73M -$226K -7,897 -12%
OFG
677
Orcam Financial Group
California
$1.72M +$418K +14,633 +33%
SFG
678
Stonebridge Financial Group
California
$1.72M +$1.67M +58,571 New
EWM
679
Evolution Wealth Management
Florida
$1.72M +$15.9K +556 +1%
IF
680
Ironwood Financial
Arizona
$1.72M -$68.9K -2,412 -4%
KWA
681
Kingswood Wealth Advisors
California
$1.71M +$504K +17,649 +43%
AMIM
682
Aull & Monroe Investment Management
Alabama
$1.71M -$24.8K -869 -1%
First Manhattan
683
First Manhattan
New York
$1.7M -$53.3K -1,866 -3%
KA
684
KLCM Advisors
Wisconsin
$1.69M +$37.5K +1,315 +2%
SHA
685
Seneca House Advisors
Virginia
$1.69M -$202K -7,068 -11%
TPI
686
Trust Point Inc
Wisconsin
$1.69M
BPWM
687
Badgley Phelps Wealth Managers
Washington
$1.68M -$21K -736 -1%
WI
688
Westbourne Investments
Virginia
$1.68M -$71.2K -2,492 -4%
PCM
689
Passive Capital Management
Maryland
$1.68M
AIA
690
AssuredPartners Investment Advisors
Florida
$1.67M +$5.57K +195 +0.3%
BMCM
691
Bryn Mawr Capital Management
Pennsylvania
$1.67M -$46.9K -1,643 -3%
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$1.67M -$86 -3 -0%
FAG
693
Fortitude Advisory Group
Washington
$1.66M +$314 +11 +0%
LEFP
694
Leading Edge Financial Planning
Tennessee
$1.65M +$4.68K +164 +0.3%
TCA
695
Transcend Capital Advisors
New Jersey
$1.65M +$200 +7 +0%
Vanguard Capital Wealth Advisors
696
Vanguard Capital Wealth Advisors
Colorado
$1.65M +$42.3K +1,482 +3%
IA
697
IFG Advisory
Georgia
$1.64M +$1.59M +55,650 New
CA
698
CWC Advisors
Oregon
$1.63M +$48.9K +1,711 +3%
TFP
699
Tilia Fiduciary Partners
North Carolina
$1.62M +$3.31K +116 +0.2%
FMWA
700
Forvis Mazars Wealth Advisors
Missouri
$1.62M +$390K +13,646 +33%