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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
751
Kestra Private Wealth Services
Texas
$918K +$653 +28 +0.1%
REMPR
752
Roof Eidam Maycock Peralta (REMP)
California
$911K
AIA
753
Alternative Investment Advisors
Florida
$908K -$129K -5,536 -12%
BAM
754
Belpointe Asset Management
Nevada
$906K -$651K -27,913 -67%
RSWA
755
Robinson Smith Wealth Advisors
Maine
$905K -$47 -2 -0%
Thrivent Financial for Lutherans
756
Thrivent Financial for Lutherans
Minnesota
$903K -$203K -8,689 -18%
CC
757
Courier Capital
New York
$900K +$905K +38,841 New
CWA
758
Cura Wealth Advisors
Illinois
$898K +$903K +38,754 New
SA
759
Stewardship Advisors
Pennsylvania
$892K +$134K +5,746 +18%
EWA
760
EverSource Wealth Advisors
Alabama
$886K +$50.3K +2,160 +6%
FTC
761
Farmers Trust Company
Ohio
$884K +$232K +9,960 +35%
Franklin Resources
762
Franklin Resources
California
$883K
SBIA
763
Sheaff Brock Investment Advisors
Indiana
$876K
SWM
764
Spire Wealth Management
Virginia
$871K +$38.9K +1,670 +5%
FA
765
FF Advisors
California
$865K -$1.69M -72,420 -67%
TW
766
Transform Wealth
Colorado
$861K +$12.1K +520 +1%
PWM
767
Praetorian Wealth Management
California
$851K
CW
768
Curio Wealth
Maryland
$847K +$851K +36,534 New
MAG
769
Mayfair Advisory Group
Alabama
$843K +$284K +12,206 +51%
Baird Financial Group
770
Baird Financial Group
Wisconsin
$840K +$385K +16,503 +84%
CIC
771
Carnegie Investment Counsel
Ohio
$840K +$93.8K +4,025 +12%
SWA
772
Serenus Wealth Advisors
California
$834K +$1.04M +44,741 New
G
773
Gainplan
Michigan
$830K -$140K -6,027 -14%
OFG
774
Oxford Financial Group
Indiana
$827K
FPAS
775
Focus Partners Advisor Solutions
Missouri
$823K +$124K +5,329 +18%