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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
776
Baird Financial Group
Wisconsin
$857K +$159K +7,045 +25%
KWS
777
Keystone Wealth Services
California
$854K +$995 +44 +0.1%
IAA
778
Independent Advisor Alliance
North Carolina
$853K +$186K +8,222 +31%
XF
779
XML Financial
Maryland
$849K +$8.28K +366 +1%
AWM
780
Accurate Wealth Management
Florida
$847K +$384K +16,971 +99%
TWA
781
Trellis Wealth Advisors
California
$834K
MCM
782
Mainstay Capital Management
Michigan
$831K +$378K +16,716 +97%
HGWM
783
Horst & Graben Wealth Management
Oregon
$827K -$90 -4 -0%
LF
784
LifePlan Financial
Minnesota
$827K -$2.87K -127 -0.4%
CFP
785
Cascade Financial Partners
California
$822K -$610 -27 -0.1%
RWM
786
Revisor Wealth Management
Ohio
$821K +$122K +5,375 +19%
CWA
787
Crux Wealth Advisors
California
$818K +$2.24K +99 +0.3%
FFO
788
Fiduciary Family Office
Florida
$811K
KJWM
789
Kiley Juergens Wealth Management
Washington
$808K +$1.18K +52 +0.2%
RIA
790
Regal Investment Advisors
Michigan
$799K -$26.9K -1,189 -4%
CFG
791
Citizens Financial Group
Rhode Island
$799K +$172K +7,628 +30%
MSS
792
Mitchell Sinkler & Starr
Pennsylvania
$798K +$100K +4,425 +16%
KA
793
Klingman & Associates
New York
$796K
FFB
794
First Financial Bankshares
Texas
$795K +$736K +32,546 New
CWA
795
CM Wealth Advisors
Ohio
$795K +$9.36K +414 +1%
WPW
796
Watershed Private Wealth
Illinois
$790K -$294 -13 -0%
SFS
797
Security Financial Services
Indiana
$787K
PMFA
798
Plante Moran Financial Advisors
Michigan
$785K +$12.5K +555 +2%
GT
799
Greenleaf Trust
Michigan
$778K
CFP
800
Cypress Financial Planning
New Jersey
$777K +$769 +34 +0.1%