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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPP
726
Vertex Planning Partners
Illinois
$373K +$375K +24,786 New
CA
727
Cambridge Advisors
Nebraska
$365K +$25.2K +1,665 +7%
TA
728
TrueWealth Advisors
Alabama
$365K
BIAS
729
Beacon Investment Advisory Services
New Jersey
$364K -$45 -3 -0%
Principal Financial Group
730
Principal Financial Group
Iowa
$364K
MWA
731
Motive Wealth Advisors
Michigan
$363K
APW
732
Austin Private Wealth
Texas
$362K +$24.1K +1,590 +7%
RFA
733
Resurgent Financial Advisors
Georgia
$361K +$3.45K +228 +1%
MSA
734
McAlister Sweet & Associates
Texas
$359K -$6.11M -403,380 -94%
TW
735
Transform Wealth
Colorado
$356K -$230K -15,219 -39%
GG
736
Gofen & Glossberg
Illinois
$355K -$15.6K -1,032 -4%
PCA
737
Prosperity Capital Advisors
Ohio
$352K +$354K +23,358 New
SF
738
Summit Financial
New Jersey
$351K -$9.35K -618 -3%
LSC
739
Lesa Sroufe & Co
Washington
$351K -$5K -330 -1%
HWA
740
Heartwood Wealth Advisors
Virginia
$351K +$8.72K +576 +3%
PAM
741
Pegasus Asset Management
New York
$348K -$21.3K -1,404 -6%
RWA
742
River Wealth Advisors
Pennsylvania
$346K +$4.04K +267 +1%
MP
743
McDonald Partners
Ohio
$346K
TBC
744
Ted Buchan & Co
California
$344K +$346K +22,860 New
PMFA
745
Plante Moran Financial Advisors
Michigan
$340K +$93.5K +6,174 +38%
JWCA
746
J.W. Cole Advisors
Florida
$338K +$59.3K +3,918 +21%
WP
747
Westmount Partners
California
$333K +$335K +22,113 New
Vanguard Capital Wealth Advisors
748
Vanguard Capital Wealth Advisors
Colorado
$329K +$331K +21,846 New
CCP
749
Carmel Capital Partners
California
$329K +$330K +21,831 New
HHGA
750
Halbert Hargrove Global Advisors
California
$328K