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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPA
826
Rock Point Advisors
Vermont
$267K
Baird Financial Group
827
Baird Financial Group
Wisconsin
$266K -$72K -4,578 -22%
BAM
828
Bellevue Asset Management
Washington
$266K
LB
829
Leo Brokerage
Texas
$265K +$259K +16,452 New
FMII
830
Farmers & Merchants Investments Inc
Nebraska
$264K
BWP
831
Balboa Wealth Partners
Arizona
$264K -$29.6K -1,881 -10%
OAM
832
Oppenheimer Asset Management
New York
$261K +$1.27K +81 +0.5%
SAA
833
Southeast Asset Advisors
Georgia
$260K
H
834
HoyleCohen
California
$259K -$17.5K -1,113 -6%
KeyBank National Association
835
KeyBank National Association
Ohio
$258K +$252K +15,999 New
SWM
836
Seaside Wealth Management
California
$256K
CTC
837
Central Trust Company
Missouri
$255K
RWA
838
River Wealth Advisors
Pennsylvania
$253K -$115K -7,308 -32%
RSWM
839
Robertson Stephens Wealth Management
California
$253K +$247K +15,687 New
SS
840
Sound Stewardship
Kansas
$252K -$1.46K -93 -0.6%
PFA
841
Pathway Financial Advisors
Vermont
$252K
PAM
842
Private Asset Management
California
$252K -$10.6K -675 -4%
CPA
843
Cardiff Park Advisors
California
$252K +$850 +54 +0.3%
EFM
844
Eley Financial Management
Vermont
$251K
RIS
845
Retirement Income Solutions
Michigan
$251K
FWM
846
Fortress Wealth Management
California
$250K
SWA
847
Stratos Wealth Advisors
Ohio
$250K +$897 +57 +0.4%
MCM
848
Morton Capital Management
California
$249K +$243K +15,471 New
TCWA
849
Ten Capital Wealth Advisors
Washington
$248K +$210K +13,350 +651%
PP
850
Patten & Patten
Tennessee
$248K +$21K +1,332 +9%