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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
801
Resurgent Financial Advisors
Georgia
$1.14M +$334K +11,698 +43%
OCA
802
OpenArc Corporate Advisory
Georgia
$1.14M +$179K +6,271 +19%
SA
803
Stewardship Advisors
Pennsylvania
$1.14M -$38K -1,331 -3%
CW
804
Curio Wealth
Maryland
$1.14M +$8K +280 +0.7%
Neuberger Berman Group
805
Neuberger Berman Group
New York
$1.14M -$86.2K -3,020 -7%
TCM
806
Twele Capital Management
Minnesota
$1.13M -$50.2K -1,757 -4%
MSS
807
Mitchell Sinkler & Starr
Pennsylvania
$1.12M +$39.3K +1,375 +4%
AWA
808
Argos Wealth Advisors
California
$1.11M +$143 +5 +0%
FA
809
FF Advisors
California
$1.11M +$40.4K +1,414 +4%
EK
810
Evensky & Katz
Florida
$1.11M +$800 +28 +0.1%
MCP
811
Mirador Capital Partners
California
$1.1M +$1.83K +64 +0.2%
DSC
812
Daytona Street Capital
Missouri
$1.1M +$66.4K +2,325 +7%
KWS
813
Keystone Wealth Services
California
$1.1M +$1.14K +40 +0.1%
ECM
814
Evergreen Capital Management
Washington
$1.08M +$2.77K +97 +0.3%
KPWS
815
Kestra Private Wealth Services
Texas
$1.07M +$3.31K +116 +0.3%
SWA
816
Serenus Wealth Advisors
California
$1.07M – – –
NCM
817
Novare Capital Management
North Carolina
$1.07M -$25.4K -891 -2%
BIAS
818
Beacon Investment Advisory Services
New Jersey
$1.06M -$5.71K -200 -0.6%
PSB
819
Piscataqua Savings Bank
New Hampshire
$1.06M – – –
PWM
820
Praetorian Wealth Management
California
$1.05M +$11K +385 +1%
PEA
821
Park Edge Advisors
Ohio
$1.05M – – –
SAM
822
Summit Asset Management
Tennessee
$1.04M – – –
HWP
823
Highline Wealth Partners
California
$1.04M +$1.01M +35,461 New
IPA
824
Investment Planning Advisors
Georgia
$1.04M – – –
HIG
825
Heritage Investment Group
Florida
$1.04M – – –