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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
776
Summit Asset Management
Tennessee
$822K
KJWM
777
Kiley Juergens Wealth Management
Washington
$822K +$1.3K +56 +0.2%
HIG
778
Heritage Investment Group
Florida
$818K -$24.5K -1,050 -3%
GT
779
Greenleaf Trust
Michigan
$817K +$456K +19,554 +125%
SG
780
StoneX Group
New York
$814K +$460K +19,734 +128%
KWS
781
Keystone Wealth Services
California
$808K +$1.12K +48 +0.1%
VFG
782
Victory Financial Group
Texas
$807K +$811K +34,811 New
VVP
783
Venture Visionary Partners
Ohio
$805K +$3.31K +142 +0.4%
LIM
784
Lathrop Investment Management
Arkansas
$802K -$15.1K -650 -2%
XF
785
XML Financial
Maryland
$793K +$979 +42 +0.1%
TWA
786
Trellis Wealth Advisors
California
$791K
HGWM
787
Horst & Graben Wealth Management
Oregon
$785K -$93 -4 -0%
Vanguard Capital Wealth Advisors
788
Vanguard Capital Wealth Advisors
Colorado
$778K +$47.5K +2,036 +6%
CWA
789
Crux Wealth Advisors
California
$771K +$775K +33,261 New
CFP
790
Cascade Financial Partners
California
$766K -$1.5M -64,165 -66%
SF
791
Safeguard Financial
Wisconsin
$757K +$137K +5,895 +22%
APP
792
Avantax Planning Partners
Iowa
$755K -$1.91K -82 -0.3%
PWM
793
Penobscot Wealth Management
Maine
$752K +$756K +32,429 New
LF
794
LifePlan Financial
Minnesota
$752K -$96.8K -4,154 -11%
WPW
795
Watershed Private Wealth
Illinois
$750K +$6.85K +294 +0.9%
RIA
796
Regal Investment Advisors
Michigan
$747K +$26.5K +1,135 +4%
SFS
797
Security Financial Services
Indiana
$746K
FFA
798
Fragasso Financial Advisors
Pennsylvania
$746K -$25.4K -1,089 -3%
AR
799
Apeiron RIA
Texas
$746K +$373 +16 +0%
CWA
800
CM Wealth Advisors
Ohio
$745K