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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMII
826
Farmers & Merchants Investments Inc
Nebraska
$246K
BAM
827
Bellevue Asset Management
Washington
$246K
BBA
828
Braun-Bostich & Associates
Pennsylvania
$245K +$11.6K +768 +5%
PAM
829
Private Asset Management
California
$245K -$96.7K -6,390 -28%
VBWMG
830
Von Berge Wealth Management Group
California
$245K
SAA
831
Southeast Asset Advisors
Georgia
$243K
SWM
832
Spire Wealth Management
Virginia
$243K +$1.27K +84 +0.5%
OAM
833
Oppenheimer Asset Management
New York
$242K +$681 +45 +0.3%
DADC
834
D.A. Davidson & Co
Montana
$240K -$75.5K -4,989 -24%
SWM
835
Seaside Wealth Management
California
$239K
CTC
836
Central Trust Company
Missouri
$238K -$33.2K -2,196 -12%
SS
837
Sound Stewardship
Kansas
$237K +$238K +15,747 New
OL
838
Owen LaRue
Kentucky
$236K +$237K +15,639 New
PFA
839
Pathway Financial Advisors
Vermont
$235K
RIS
840
Retirement Income Solutions
Michigan
$235K
EFM
841
Eley Financial Management
Vermont
$235K +$236K +15,588 New
CPA
842
Cardiff Park Advisors
California
$234K +$954 +63 +0.4%
FWM
843
Fortress Wealth Management
California
$234K
Fisher Asset Management
844
Fisher Asset Management
Washington
$233K -$8.08K -534 -3%
SWA
845
Stratos Wealth Advisors
Ohio
$233K +$999 +66 +0.4%
WCA
846
Waypoint Capital Advisors
Minnesota
$232K +$727 +48 +0.3%
WA
847
Wealth Architects
California
$231K +$233K +15,375 New
CFD
848
Creative Financial Designs
Indiana
$228K +$45.4K +3,000 +25%
FLA
849
Financial Life Advisors
Texas
$226K
AW
850
Avion Wealth
Texas
$225K