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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBS
726
Howard Bailey Securities
Indiana
$922K +$590K +25,325 +154%
OFG
727
Orcam Financial Group
California
$921K +$7.1K +305 +0.7%
JCM
728
Jacobsen Capital Management
Utah
$916K +$6.24K +268 +0.7%
HR
729
Howe & Rusling
New York
$914K +$224K +9,615 +30%
LEFP
730
Leading Edge Financial Planning
Tennessee
$912K -$908 -39 -0.1%
PCM
731
Park Capital Management
Wisconsin
$909K -$101K -4,330 -10%
NFW
732
Noble Family Wealth
Florida
$903K -$19.6K -843 -2%
WFS
733
Walker Financial Services
Kentucky
$901K -$19.3K -827 -2%
GKWIM
734
Gerber Kawasaki Wealth & Investment Management
California
$891K +$213K +9,149 +29%
CA
735
Cambridge Advisors
Nebraska
$891K
CCWM
736
Cassaday & Co Wealth Management
Virginia
$891K -$390K -16,745 -29%
EK
737
Evensky & Katz
Florida
$890K -$1.98K -85 -0.2%
NW
738
NewEdge Wealth
Pennsylvania
$888K +$936K +40,222 New
OWCM
739
One Wealth Capital Management
Arizona
$885K
BWA
740
Beam Wealth Advisors
Louisiana
$885K -$87.9K -3,774 -9%
Fisher Asset Management
741
Fisher Asset Management
Washington
$883K +$931K +39,999 New
CFP
742
Catalyst Financial Partners
Massachusetts
$880K +$304K +13,080 +49%
JWM
743
JFG Wealth Management
Colorado
$880K -$903K -38,802 -49%
FTC
744
Farmers Trust Company
Ohio
$870K +$28.8K +1,236 +3%
RSWA
745
Robinson Smith Wealth Advisors
Maine
$862K
MIP
746
Marietta Investment Partners
Wisconsin
$856K -$73.8K -3,171 -8%
CWA
747
Cura Wealth Advisors
Illinois
$856K
MCP
748
Mirador Capital Partners
California
$852K -$39.4K -1,693 -4%
KPWS
749
Kestra Private Wealth Services
Texas
$848K -$28.4K -1,218 -3%
CW
750
Curio Wealth
Maryland
$847K -$850K -36,530 -100%