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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
676
Claro Advisors
Massachusetts
$861K -$18.2K -879 -2%
OWMIAS
677
One Wealth Management Investment & Advisory Services
Florida
$859K
TW
678
Transform Wealth
Colorado
$851K +$25.5K +1,236 +3%
CA
679
Continuum Advisory
Idaho
$850K +$59.3K +2,871 +8%
REMPR
680
Roof Eidam Maycock Peralta (REMP)
California
$842K
DBIA
681
Dumont & Blake Investment Advisors
New Jersey
$836K +$380K +18,387 +89%
RSWA
682
Robinson Smith Wealth Advisors
Maine
$836K
SWM
683
Spire Wealth Management
Virginia
$832K -$1.34M -64,974 -63%
OP
684
ORG Partners
Indiana
$816K +$785K +37,995 New
Franklin Resources
685
Franklin Resources
California
$816K +$247K +11,973 +46%
LF
686
LifePlan Financial
Minnesota
$812K +$3.29K +159 +0.4%
RA
687
RFG Advisory
Alabama
$810K -$297K -14,382 -28%
SBIA
688
Sheaff Brock Investment Advisors
Indiana
$810K
KPWS
689
Kestra Private Wealth Services
Texas
$803K -$14K -678 -2%
CP
690
Capital Planning
Washington
$801K -$864K -41,796 -53%
CICC
691
Capital Investment Counsel (Colorado)
Colorado
$798K -$13.2K -639 -2%
HIG
692
Heritage Investment Group
Florida
$788K
PWM
693
Praetorian Wealth Management
California
$786K
FBB
694
Fulton Breakefield Broenniman
Maryland
$780K -$80.9K -3,915 -10%
FA
695
FF Advisors
California
$775K
BA
696
Bridgewater Advisors
New York
$774K +$753K +36,453 New
BBHC
697
Brown Brothers Harriman & Co
New York
$774K
OFG
698
Oxford Financial Group
Indiana
$764K
SAM
699
Summit Asset Management
Tennessee
$760K -$24.8K -1,200 -3%
KJWM
700
Kiley Juergens Wealth Management
Washington
$756K -$45.6K -2,208 -6%