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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
676
Ten Capital Wealth Advisors
Washington
$258K +$253K +16,158 New
MG
677
McCutchen Group
Washington
$256K
BWA
678
Beam Wealth Advisors
Louisiana
$254K +$7.43K +474 +3%
William Blair & Company
679
William Blair & Company
Illinois
$253K -$460K -29,388 -65%
CA
680
Cambridge Advisors
Nebraska
$253K -$1.22K -78 -0.5%
CTC
681
Central Trust Company
Missouri
$251K +$31.1K +1,986 +15%
RIM
682
Regent Investment Management
Kentucky
$251K +$37.6K +2,400 +18%
PFA
683
Plotkin Financial Advisors
Maryland
$249K
RIS
684
Retirement Income Solutions
Michigan
$249K
HWA
685
Heartwood Wealth Advisors
Virginia
$245K -$14.9K -954 -6%
GG
686
Gofen & Glossberg
Illinois
$245K -$4.32K -276 -2%
PCM
687
Parsons Capital Management
Rhode Island
$244K -$91.7K -5,850 -28%
GF
688
Gries Financial
Ohio
$244K +$232K +14,802 New
TCM
689
Tradewinds Capital Management
Washington
$243K -$16.5K -1,056 -6%
GA
690
Gateway Advisory
New Jersey
$242K
FLA
691
Financial Life Advisors
Texas
$240K
PPA
692
Parametric Portfolio Associates
Washington
$239K -$206K -13,128 -47%
FM
693
Foster & Motley
Ohio
$239K +$470 +30 +0.2%
SSCA
694
South Shore Capital Advisors
Massachusetts
$239K +$234K +14,958 New
SW
695
SteelPeak Wealth
California
$238K -$49.5K -3,162 -18%
HR
696
Howe & Rusling
New York
$237K -$129K -8,250 -36%
Comerica Bank
697
Comerica Bank
Texas
$236K +$17.4K +1,110 +9%
LGWM
698
Litman Gregory Wealth Management
California
$234K +$25.7K +1,638 +13%
PK
699
Pflug Koory
Nebraska
$229K
SBSB
700
Sullivan, Bruyette, Speros & Blaney
Virginia
$229K