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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Aspire Wealth Management
Massachusetts
$483K
SWA
827
Stratos Wealth Advisors
Ohio
$481K -$50.8K -2,331 -10%
FF
828
Francis Financial
$480K +$130K +5,952 +39%
MCM
829
Morton Capital Management
California
$479K -$3.27K -150 -0.7%
LC
830
LCNB Corp
Ohio
$478K
GA
831
Goldstein Advisors
Wisconsin
$477K +$1.31K +60 +0.3%
MP
832
McDonald Partners
Ohio
$476K
GWM
833
GSB Wealth Management
Connecticut
$475K -$103K -4,740 -18%
IWP
834
IAG Wealth Partners
Wisconsin
$474K
RGF
835
Retirement Guys Formula
Ohio
$468K -$7.06K -324 -2%
AWM
836
Accurate Wealth Management
Florida
$468K +$801K +36,759 +149%
AIM
837
AHL Investment Management
Florida
$467K
BWA
838
Bordeaux Wealth Advisors
California
$467K +$156K +7,137 +53%
JLBC
839
J.L. Bainbridge & Co
Florida
$466K +$449K +20,586 New
EFL
840
ERn Financial LLC
Wisconsin
$465K +$1.96K +90 +0.4%
HR
841
Howe & Rusling
New York
$465K -$60.7K -2,787 -12%
RFP
842
Root Financial Partners
California
$463K +$458 +21 +0.1%
MWA
843
Motive Wealth Advisors
Michigan
$454K
DFA
844
DHJJ Financial Advisors
Illinois
$454K
BBA
845
BLB&B Advisors
Pennsylvania
$454K +$437K +20,058 New
PAM
846
Peak Asset Management
Colorado
$453K -$252K -11,550 -37%
PAM
847
Pegasus Asset Management
New York
$450K -$6.86K -315 -2%
BTI
848
Blue Trust Inc
Georgia
$449K -$12.6K -576 -3%
LWMNY
849
Landmark Wealth Management (New York)
New York
$448K +$432K +19,818 New
Baird Financial Group
850
Baird Financial Group
Wisconsin
$447K +$112K +5,151 +35%