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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
726
44 Wealth Management
Oregon
$399K -$22.6K -1,437 -5%
KPWS
727
Kestra Private Wealth Services
Texas
$399K +$164K +10,422 +73%
TSS
728
Two Sigma Securities
New York
$398K +$389K +24,699 New
First Manhattan
729
First Manhattan
New York
$395K +$320K +20,346 +489%
CA
730
Clearstead Advisors
Ohio
$394K -$23.5K -1,494 -6%
TA
731
TrueWealth Advisors
Alabama
$391K
BWA
732
Bordeaux Wealth Advisors
California
$390K +$380K +24,168 New
Principal Financial Group
733
Principal Financial Group
Iowa
$389K
MWA
734
Motive Wealth Advisors
Michigan
$389K
RFA
735
Resurgent Financial Advisors
Georgia
$387K
SF
736
Summit Financial
New Jersey
$387K +$10.2K +651 +3%
PCA
737
Prosperity Capital Advisors
Ohio
$385K +$8.64K +549 +2%
CIA
738
Covington Investment Advisors
Pennsylvania
$383K +$374K +23,769 New
OPWM
739
Oxinas Partners Wealth Management
Indiana
$383K +$58.2K +3,696 +18%
GCP
740
Gill Capital Partners
Colorado
$382K -$24.6K -1,566 -6%
TWA
741
TCI Wealth Advisors
Arizona
$380K -$144K -9,138 -28%
HWA
742
Heartwood Wealth Advisors
Virginia
$376K
APW
743
Austin Private Wealth
Texas
$375K -$12.2K -777 -3%
PAM
744
Pegasus Asset Management
New York
$371K -$2.55K -162 -0.7%
LWMNY
745
Landmark Wealth Management (New York)
New York
$370K +$361K +22,932 New
TBC
746
Ted Buchan & Co
California
$369K
CA
747
Cambridge Advisors
Nebraska
$366K -$24.9K -1,584 -7%
1IA
748
1834 Investment Advisors
Wisconsin
$364K +$59.1K +3,756 +20%
MSA
749
McAlister Sweet & Associates
Texas
$361K -$22.7K -1,440 -6%
PCM
750
Palouse Capital Management
Washington
$360K +$3.97K +252 +1%