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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
826
Aspect Partners
Virginia
$406K +$380K +21,612 New
1IA
827
1834 Investment Advisors
Wisconsin
$406K
LIM
828
Lathrop Investment Management
Arkansas
$404K +$377K +21,477 New
AWM
829
Aspire Wealth Management
Massachusetts
$401K
GA
830
GoalVest Advisory
New York
$400K -$166K -9,438 -31%
MWA
831
Motive Wealth Advisors
Michigan
$399K
SAG
832
SageView Advisory Group
California
$398K -$105 -6 -0%
FTC
833
Farmers Trust Company
Ohio
$398K +$372K +21,156 New
LC
834
LCNB Corp
Ohio
$397K
MPCA
835
Madison Park Capital Advisors
Washington
$396K +$370K +21,087 New
MP
836
McDonald Partners
Ohio
$396K
ASI
837
Advisory Services & Investments
Oregon
$395K +$369K +21,030 New
CFO
838
Collective Family Office
Pennsylvania
$394K +$75.9K +4,320 +26%
WP
839
Westmount Partners
California
$394K +$158 +9 +0%
DP
840
DDD Partners
Washington
$392K -$12.6K -717 -3%
LWANC
841
Laurel Wealth Advisors (North Carolina)
North Carolina
$391K -$4.74K -270 -1%
EFL
842
ERn Financial LLC
Wisconsin
$390K -$474 -27 -0.1%
JIC
843
Joel Isaacson & Co
New York
$389K
LWMNY
844
Landmark Wealth Management (New York)
New York
$389K -$8.32K -474 -2%
BWM
845
BlackDiamond Wealth Management
New York
$389K +$351K +19,989 New
AIM
846
AHL Investment Management
Florida
$388K
PMFA
847
Plante Moran Financial Advisors
Michigan
$387K +$26.9K +1,533 +8%
FPW
848
Flagship Private Wealth
Massachusetts
$385K
C
849
CEDRUS
Colorado
$382K +$357K +20,307 New
First Manhattan
850
First Manhattan
New York
$379K -$105 -6 -0%