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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PK
776
Pflug Koory
Nebraska
$298K +$26.2K +1,416 +10%
FBFS
777
First Business Financial Services
Wisconsin
$296K
RIS
778
Retirement Income Solutions
Michigan
$296K
WPWM
779
Windward Private Wealth Management
Kansas
$296K +$288K +15,600 New
PFA
780
Plotkin Financial Advisors
Maryland
$295K
OSAM
781
O'Shaughnessy Asset Management
Connecticut
$294K -$3.1K -168 -1%
RPG
782
Resource Planning Group
Georgia
$292K -$35.7K -1,932 -11%
GW
783
GW & Wade
Massachusetts
$290K +$43.7K +2,364 +18%
GHAM
784
Gilman Hill Asset Management
Connecticut
$290K +$282K +15,282 New
HWA
785
Heartwood Wealth Advisors
Virginia
$286K
FLA
786
Financial Life Advisors
Texas
$285K
LF
787
LifeSteps Financial
California
$283K -$17.6K -954 -6%
Baird Financial Group
788
Baird Financial Group
Wisconsin
$281K +$274K +14,814 New
FMWA
789
Forvis Mazars Wealth Advisors
Missouri
$280K -$2.99K -162 -1%
WCA
790
Waypoint Capital Advisors
Minnesota
$280K +$273K +14,784 New
PFA
791
Pathway Financial Advisors
Vermont
$280K +$289K +15,636 New
SSCA
792
South Shore Capital Advisors
Massachusetts
$276K
CA
793
Cambridge Advisors
Nebraska
$275K -$34.4K -1,860 -11%
PCM
794
Parsons Capital Management
Rhode Island
$274K -$13.9K -750 -5%
SW
795
SteelPeak Wealth
California
$270K -$103K -5,550 -28%
CIA
796
Caerus Investment Advisors
Texas
$270K +$263K +14,256 New
HIM
797
Harbour Investment Management
Washington
$269K
WW
798
Westshore Wealth
California
$267K +$260K +14,064 New
CWA
799
Clarity Wealth Advisors
California
$266K -$3.77K -204 -1%
SWIG
800
Strategic Wealth Investment Group
Kentucky
$265K -$70.9K -3,840 -22%