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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
726
Penobscot Investment Management
Massachusetts
$365K
CWS
727
Cypress Wealth Services
California
$365K +$111 +6 +0%
WCM
728
Weik Capital Management
Pennsylvania
$363K -$20K -1,080 -5%
AL
729
ACAS LLC
California
$363K
FMII
730
Farmers & Merchants Investments Inc
Nebraska
$363K +$51.7K +2,796 +17%
ML
731
Mayport LLC
Massachusetts
$363K +$353K +19,110 New
GB
732
Goepper Burkhardt
South Carolina
$360K
BF
733
BOK Financial
Oklahoma
$359K +$94.7K +5,124 +37%
JP Morgan Chase
734
JP Morgan Chase
New York
$357K +$35.1K +1,902 +11%
JIC
735
Joel Isaacson & Co
New York
$355K
ACM
736
AlphaStar Capital Management
North Carolina
$355K +$15.6K +846 +5%
TI
737
Truepoint Inc
Ohio
$355K +$345K +18,690 New
CCM
738
Colorado Capital Management
Colorado
$350K -$16.1K -870 -5%
PCM
739
Palouse Capital Management
Washington
$347K -$11.5K -624 -3%
ESB
740
Essex Savings Bank
Connecticut
$347K -$4.43K -240 -1%
TWM
741
Tradition Wealth Management
Minnesota
$347K +$16.5K +894 +5%
IC
742
Intersect Capital
California
$344K -$45.9K -2,484 -12%
DHFB
743
Dixon Hubard Feinour & Brown
Virginia
$344K +$335K +18,138 New
CTC
744
Central Trust Company
Missouri
$341K
SOAG
745
Silver Oak Advisory Group
Oregon
$336K +$327K +17,706 New
MW
746
Milestone Wealth
New York
$336K +$327K +17,718 New
NHC
747
Nicholas Hoffman & Company
Georgia
$334K +$665 +36 +0.2%
GA
748
Geller Advisors
New York
$333K +$324K +17,550 New
BNP Paribas Financial Markets
749
BNP Paribas Financial Markets
France
$333K +$324K +17,538 New
ABC
750
Associated Banc-Corp
Wisconsin
$332K