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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
676
Belpointe Asset Management
Nevada
$939K +$195K +8,940 +27%
Vanguard Group
677
Vanguard Group
Pennsylvania
$939K +$244K +11,205 +37%
JCM
678
Jacobsen Capital Management
Utah
$938K -$14.3K -657 -2%
OFG
679
Orcam Financial Group
California
$936K +$196 +9 +0%
FWA
680
FSM Wealth Advisors
Ohio
$934K +$588 +27 +0.1%
MIP
681
Marietta Investment Partners
Wisconsin
$926K +$10.7K +492 +1%
CPA
682
Capital Performance Advisors
California
$926K
LEFP
683
Leading Edge Financial Planning
Tennessee
$914K -$68.8K -3,159 -7%
CA
684
Cambridge Advisors
Nebraska
$913K -$23.5K -1,080 -3%
GAM
685
Garrison Asset Management
Arkansas
$911K -$1.31K -60 -0.1%
G
686
Gainplan
Michigan
$896K
KPWS
687
Kestra Private Wealth Services
Texas
$895K +$45.4K +2,085 +6%
REMPR
688
Roof Eidam Maycock Peralta (REMP)
California
$889K
RSWA
689
Robinson Smith Wealth Advisors
Maine
$883K
MCP
690
Mirador Capital Partners
California
$882K -$99.3K -4,557 -10%
CA
691
Continuum Advisory
Idaho
$881K +$1.58M +72,729 +183%
Susquehanna International Group
692
Susquehanna International Group
Pennsylvania
$855K +$824K +37,806 New
SBIA
693
Sheaff Brock Investment Advisors
Indiana
$855K
FA
694
FF Advisors
California
$835K +$1.58M +72,420 +200%
PWM
695
Praetorian Wealth Management
California
$830K
TW
696
Transform Wealth
Colorado
$828K -$65.7K -3,015 -8%
LF
697
LifePlan Financial
Minnesota
$827K -$28.7K -1,317 -3%
MA
698
MONECO Advisors
Connecticut
$826K -$361K -16,575 -31%
HIG
699
Heritage Investment Group
Florida
$822K -$10.1K -465 -1%
BBHC
700
Brown Brothers Harriman & Co
New York
$817K