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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
801
Rede Wealth
Virginia
$777K
BWP
802
Bernardo Wealth Planning
Pennsylvania
$774K +$716K +31,661 New
CWM
803
Chesapeake Wealth Management
Virginia
$770K -$3.39K -150 -0.5%
DI
804
Disciplined Investors
Texas
$766K -$9.43K -417 -1%
PFBT
805
Parkside Financial Bank & Trust
Missouri
$757K -$26.1K -1,153 -4%
M&T Bank
806
M&T Bank
New York
$752K -$90.5K -4,002 -12%
GBWM
807
Granite Bay Wealth Management
New Hampshire
$752K -$290K -12,811 -29%
SAM
808
Smartleaf Asset Management
Massachusetts
$749K -$273K -12,096 -28%
SWM
809
Spire Wealth Management
Virginia
$747K -$467K -20,670 -40%
JWBC
810
John W. Brooker & Co
California
$747K -$3.31M -146,404 -83%
IPA
811
Investment Planning Advisors
Georgia
$746K +$437K +19,339 +173%
WP
812
WealthPLAN Partners
Nebraska
$744K +$21.8K +966 +3%
ATI
813
ARK & TLK Investments
Oklahoma
$744K
FBB
814
Fulton Breakefield Broenniman
Maryland
$742K
NWMG
815
National Wealth Management Group
Ohio
$738K +$184K +8,151 +37%
SOS
816
Silver Oak Securities
Tennessee
$736K -$114K -5,035 -14%
SPP
817
Single Point Partners
Massachusetts
$730K
BFC
818
Bedel Financial Consulting
Indiana
$728K
TA
819
TrueWealth Advisors
Alabama
$727K
FMWA
820
Forvis Mazars Wealth Advisors
Missouri
$725K +$16.2K +715 +2%
WFA
821
WestHill Financial Advisors
California
$720K +$24.2K +1,069 +4%
APP
822
Avantax Planning Partners
Iowa
$716K -$58.2K -2,574 -8%
TWM
823
Tanglewood Wealth Management
Texas
$715K +$23 +1 +0%
DIA
824
Dana Investment Advisors
Wisconsin
$714K +$22.1K +979 +3%
IIC
825
Ironwood Investment Counsel
Arizona
$712K -$927 -41 -0.1%