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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
751
Beam Wealth Advisors
Louisiana
$1.14M +$133K +4,959 +13%
DAM
752
Directional Asset Management
Illinois
$1.13M +$12.5K +467 +1%
EAM
753
Everstar Asset Management
North Carolina
$1.13M -$3.06K -114 -0.3%
OFG
754
Orcam Financial Group
California
$1.13M +$59.7K +2,224 +5%
WAS
755
Westco Advisory Services
New York
$1.13M -$38.4K -1,430 -3%
OWCM
756
One Wealth Capital Management
Arizona
$1.12M -$6.52K -243 -0.6%
APP
757
Avantax Planning Partners
Iowa
$1.12M +$29.7K +1,109 +3%
BCP
758
Blackhawk Capital Partners
Wisconsin
$1.11M -$13.5M -502,513 -92%
SNPAM
759
St. Nicholas Private Asset Management
Florida
$1.11M +$2.01K +75 +0.2%
SCFS
760
Stewardship Concepts Financial Services
Washington
$1.11M -$16.2K -605 -1%
CWA
761
Clarity Wealth Advisors
California
$1.11M -$39.1K -1,459 -3%
SC
762
Schoolcraft Capital
Colorado
$1.1M -$3.43K -128 -0.3%
CAG
763
Compass Advisory Group
New York
$1.1M +$5.71K +213 +0.5%
BPW
764
BlueDoor Private Wealth
Massachusetts
$1.1M +$58.1K +2,165 +5%
CH
765
CDKV Holdings
Colorado
$1.09M +$1.21K +45 +0.1%
SAG
766
SageView Advisory Group
California
$1.08M -$4.18M -155,652 -79%
Neuberger Berman Group
767
Neuberger Berman Group
New York
$1.07M
UFA
768
Unify Financial Advisors
Florida
$1.07M -$24.5K -912 -2%
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$236K +8,794 +27%
BFP
770
Birchwood Financial Partners
Minnesota
$1.05M +$2.98K +111 +0.3%
GC
771
Garde Capital
Washington
$1.05M -$878K -32,720 -44%
VFG
772
Victory Financial Group
Texas
$1.05M +$24K +895 +2%
CCWM
773
Cassaday & Co Wealth Management
Virginia
$1.05M -$58.6K -2,186 -5%
NFW
774
Noble Family Wealth
Florida
$1.05M -$3.14K -117 -0.3%
RA
775
RFG Advisory
Alabama
$1.04M +$612K +22,806 +128%