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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
801
Formidable Asset Management
Ohio
$293K +$305K +17,367 New
CWA
802
Clarity Wealth Advisors
California
$289K -$59.2K -3,375 -16%
PIM
803
Penobscot Investment Management
Massachusetts
$288K
RCA
804
Riverview Capital Advisers
Massachusetts
$288K +$1K +57 +0.3%
SFG
805
SevenBridge Financial Group
Pennsylvania
$285K +$297K +16,923 New
CF
806
Centaurus Financial
California
$285K +$2.58K +147 +0.9%
HIM
807
Harbour Investment Management
Washington
$284K
VA
808
Vident Advisory
Georgia
$283K +$294K +16,755 New
SAA
809
Southeast Asset Advisors
Georgia
$282K +$10K +570 +4%
RWA
810
Redhawk Wealth Advisors
Minnesota
$281K +$579 +33 +0.2%
CFO
811
Collective Family Office
Pennsylvania
$281K -$10.5K -600 -3%
SS
812
Sound Stewardship
Kansas
$281K -$4.32K -246 -1%
EAM
813
Empirical Asset Management
Massachusetts
$279K +$51.4K +2,931 +22%
DIS
814
Diversified Investment Strategies
Louisiana
$279K -$3.95K -225 -1%
BAM
815
Bellevue Asset Management
Washington
$278K
RIA
816
Retirement Investment Advisors
Oklahoma
$274K -$37.2K -2,118 -12%
LGWM
817
Litman Gregory Wealth Management
California
$271K
Baird Financial Group
818
Baird Financial Group
Wisconsin
$270K -$16.8K -957 -6%
AW
819
Avion Wealth
Texas
$270K +$1.47K +84 +0.5%
RPA
820
Rock Point Advisors
Vermont
$268K -$5.53K -315 -2%
BC
821
Brio Consultants
California
$268K +$279K +15,882 New
SWM
822
Seaside Wealth Management
California
$267K
CTC
823
Central Trust Company
Missouri
$267K
GA
824
Goldstein Advisors
Wisconsin
$266K
EFM
825
Eley Financial Management
Vermont
$264K