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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
826
Avion Wealth
Texas
$206K +$170K +10,500 +316%
PCM
827
Palouse Capital Management
Washington
$205K -$4.96K -306 -2%
CAG
828
Curtis Advisory Group
California
$204K +$223K +13,734 New
PCM
829
Parsons Capital Management
Rhode Island
$203K -$9.72K -600 -4%
YIH
830
Y-Intercept (HK)
Hong Kong
$203K +$221K +13,650 New
CDIA
831
Capital Directions Investment Advisors
Georgia
$202K +$14.3K +882 +7%
LGWM
832
Litman Gregory Wealth Management
California
$201K +$219K +13,521 New
Bessemer Group
833
Bessemer Group
New Jersey
$199K -$29K -1,788 -12%
TIA
834
Tiemann Investment Advisors
California
$195K
GWM
835
Geneos Wealth Management
Colorado
$195K +$2.38K +147 +1%
M
836
MOTCO
Texas
$192K
MW
837
Milestone Wealth
New York
$192K +$65.8K +4,059 +46%
ARIS
838
Advanced Research Investment Solutions
California
$179K
PMFA
839
Plante Moran Financial Advisors
Michigan
$179K
CSPIA
840
Cary Street Partners Investment Advisory
Virginia
$171K +$187K +11,514 New
BCMLT
841
Beacon Capital Management LLC (Tennessee)
Tennessee
$169K
CF
842
Centaurus Financial
California
$160K -$160K -9,876 -48%
RF
843
Robbins Farley
New Hampshire
$160K -$13.3K -819 -7%
MIM
844
Macroview Investment Management
Maryland
$154K +$14K +864 +9%
WWMSC
845
Wagner Wealth Management (South Carolina)
South Carolina
$146K -$158K -9,744 -50%
Fifth Third Bancorp
846
Fifth Third Bancorp
Ohio
$145K
PG
847
Proffitt & Goodson
Tennessee
$143K
PWMG
848
Prestige Wealth Management Group
New Jersey
$135K
NG
849
NWK Group
California
$135K +$49 +3 +0%
SWM
850
Sugarloaf Wealth Management
Georgia
$131K