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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
701
Choreo LLC
Illinois
$265K +$258K +15,300 New
William Blair & Company
702
William Blair & Company
Illinois
$264K -$10.3K -612 -4%
PCM
703
Parsons Capital Management
Rhode Island
$264K
LGWM
704
Litman Gregory Wealth Management
California
$263K -$220K -13,020 -89%
GA
705
Gateway Advisory
New Jersey
$263K
GF
706
Gries Financial
Ohio
$263K
FLA
707
Financial Life Advisors
Texas
$260K
TCM
708
Tradewinds Capital Management
Washington
$259K -$4.05K -240 -2%
SSCA
709
South Shore Capital Advisors
Massachusetts
$259K
FMWA
710
Forvis Mazars Wealth Advisors
Missouri
$259K +$252K +14,928 New
SW
711
SteelPeak Wealth
California
$258K
PCA
712
Pallas Capital Advisors
Massachusetts
$256K +$243K +14,388 New
GC
713
Gratus Capital
Georgia
$255K +$249K +14,736 New
FM
714
Foster & Motley
Ohio
$254K -$4.45K -264 -2%
MG
715
McCutchen Group
Washington
$251K -$25.3K -1,500 -9%
PK
716
Pflug Koory
Nebraska
$248K
M
717
MOTCO
Texas
$246K +$116K +6,894 +94%
HIM
718
Harbour Investment Management
Washington
$245K
BC
719
Barnett & Company
Tennessee
$244K -$122K -7,242 -34%
SIMM
720
Stillwater Investment Management (Minnesota)
Minnesota
$244K +$2.83K +168 +1%
MCM
721
Maple Capital Management
Vermont
$241K +$226K +13,368 New
DACG
722
Donor Advised Charitable Giving
California
$240K +$607 +36 +0.3%
SI
723
Stephens Inc
Arkansas
$240K +$234K +13,842 New
Comerica Bank
724
Comerica Bank
Texas
$238K -$9.92K -588 -4%
TIA
725
Tiemann Investment Advisors
California
$238K -$5.06K -300 -2%