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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
751
Westmount Partners
California
$357K +$236 +15 +0.1%
Wolverine Trading
752
Wolverine Trading
Illinois
$355K +$352K +22,359 New
NEPWA
753
New England Private Wealth Advisors
Massachusetts
$354K +$30.7K +1,950 +10%
PCM
754
Parsons Capital Management
Rhode Island
$353K +$53.4K +3,396 +18%
JWCA
755
J.W. Cole Advisors
Florida
$353K -$8.54K -543 -2%
CCP
756
Carmel Capital Partners
California
$352K
HHGA
757
Halbert Hargrove Global Advisors
California
$351K
SSWM
758
Smith Salley Wealth Management
North Carolina
$350K +$7.65K +486 +2%
GWM
759
Gray Wealth Management
Maine
$344K
LC
760
LCNB Corp
Ohio
$341K
GA
761
Geller Advisors
New York
$340K
MP
762
McDonald Partners
Ohio
$339K -$30.7K -1,950 -8%
WA
763
Wambolt & Associates
Colorado
$337K +$328K +20,841 New
BAM
764
Belpointe Asset Management
Nevada
$334K +$3.12K +198 +1%
AIM
765
AHL Investment Management
Florida
$333K
LSC
766
Lesa Sroufe & Co
Washington
$332K -$42.7K -2,712 -12%
FPW
767
Flagship Private Wealth
Massachusetts
$330K
AWA
768
Aaron Wealth Advisors
Illinois
$328K +$320K +20,361 New
EFL
769
ERn Financial LLC
Wisconsin
$327K +$9.54K +606 +3%
IWA
770
Intercontinental Wealth Advisors
Texas
$327K -$21.1K -1,341 -6%
WAM
771
Worth Asset Management
Texas
$326K +$110K +6,996 +53%
IWN
772
Independent Wealth Network
Iowa
$325K -$111K -7,023 -26%
CFD
773
Creative Financial Designs
Indiana
$324K +$78.4K +4,983 +33%
ACM
774
Armbruster Capital Management
New York
$323K -$2.6K -165 -0.8%
IAA
775
Independent Advisor Alliance
North Carolina
$320K -$5.05K -321 -2%