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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
701
Tanglewood Wealth Management
Texas
$691K -$16.4K -831 -2%
CWA
702
CM Wealth Advisors
Ohio
$689K +$31.4K +1,593 +5%
FFO
703
Fiduciary Family Office
Florida
$686K
CIA
704
Cape Investment Advisory
Georgia
$685K -$95K -4,824 -13%
FPAS
705
Focus Partners Advisor Solutions
Missouri
$683K +$55K +2,793 +9%
TNA
706
True North Advisors
Texas
$681K -$218K -11,061 -25%
PFBT
707
Parkside Financial Bank & Trust
Missouri
$680K -$177 -9 -0%
H
708
HoyleCohen
California
$671K +$63.8K +3,240 +11%
SFS
709
Security Financial Services
Indiana
$666K
WPW
710
Watershed Private Wealth
Illinois
$663K +$95.4K +4,845 +18%
BFC
711
Bedel Financial Consulting
Indiana
$661K +$1.77K +90 +0.3%
SPP
712
Single Point Partners
Massachusetts
$656K -$22.3K -1,131 -3%
AG
713
Ascent Group
Virginia
$646K +$28.6K +1,452 +5%
MOS
714
MGO One Seven
Ohio
$642K +$138K +7,026 +29%
ATI
715
ARK & TLK Investments
Oklahoma
$641K -$5.91K -300 -1%
PWA
716
Physician Wealth Advisors
Utah
$641K -$42.5K -2,160 -6%
GS
717
GTS Securities
Florida
$639K +$609K +30,912 New
AR
718
Apeiron RIA
Texas
$638K -$1.77K -90 -0.3%
SEIA
719
Signature Estate & Investment Advisors
California
$621K
BWP
720
BSW Wealth Partners
Colorado
$620K +$5.61K +285 +1%
SAM
721
Smartleaf Asset Management
Massachusetts
$619K +$588K +29,862 +82,950%
CFP
722
Cypress Financial Planning
New Jersey
$615K +$585K +29,730 New
CCWM
723
Cassaday & Co Wealth Management
Virginia
$615K -$101K -5,112 -15%
Millennium Management
724
Millennium Management
New York
$613K -$395K -20,043 -40%
EWA
725
EverSource Wealth Advisors
Alabama
$613K +$431K +21,903 +243%