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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
776
Robertson Stephens Wealth Management
California
$287K -$17.2K -969 -6%
CT
777
Cambridge Trust
Massachusetts
$287K
OSAM
778
O'Shaughnessy Asset Management
Connecticut
$285K +$5.84K +330 +2%
HNB
779
Huntington National Bank
Ohio
$284K
TFA
780
Teamwork Financial Advisors
Texas
$284K +$280K +15,816 New
PK
781
Pflug Koory
Nebraska
$282K
PFA
782
Pathway Financial Advisors
Vermont
$281K
FBFS
783
First Business Financial Services
Wisconsin
$280K
RIS
784
Retirement Income Solutions
Michigan
$280K
PFA
785
Plotkin Financial Advisors
Maryland
$279K
CIA
786
Capital Investment Advisors
Georgia
$278K -$78.3K -4,425 -22%
GW
787
GW & Wade
Massachusetts
$274K +$159 +9 +0.1%
Bessemer Group
788
Bessemer Group
New Jersey
$272K -$112K -6,348 -30%
CA
789
Cambridge Advisors
Nebraska
$271K +$10.6K +600 +4%
RPG
790
Resource Planning Group
Georgia
$270K -$5.47K -309 -2%
FLA
791
Financial Life Advisors
Texas
$269K
WCA
792
Waypoint Capital Advisors
Minnesota
$269K +$3.77K +213 +1%
BWA
793
Beam Wealth Advisors
Louisiana
$268K -$34.4K -1,941 -12%
LF
794
LifeSteps Financial
California
$268K
EHAM
795
Eagle Harbor Asset Management
Washington
$266K -$8.07M -455,622 -97%
FMWA
796
Forvis Mazars Wealth Advisors
Missouri
$265K
Comerica Bank
797
Comerica Bank
Texas
$263K -$2.5K -141 -0.9%
SSCA
798
South Shore Capital Advisors
Massachusetts
$261K
TWM
799
Tradition Wealth Management
Minnesota
$260K -$67.6K -3,816 -21%
PCM
800
Parsons Capital Management
Rhode Island
$256K -$3.82K -216 -1%