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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Smartleaf Asset Management
Massachusetts
$696K +$140 +6 +0%
TWM
827
Tanglewood Wealth Management
Texas
$694K -$47 -2 -0%
TA
828
TrueWealth Advisors
Alabama
$690K
CA
829
Claro Advisors
Massachusetts
$684K -$293K -12,575 -30%
BWM
830
BlackDiamond Wealth Management
New York
$677K -$1.23M -52,738 -64%
LRPA
831
L. Roy Papp & Associates
Arizona
$677K -$28K -1,200 -4%
MOS
832
MGO One Seven
Ohio
$677K +$39K +1,673 +6%
IIC
833
Ironwood Investment Counsel
Arizona
$676K -$109K -4,661 -14%
MAV
834
Mason & Associates (Virginia)
Virginia
$663K
CIA
835
Cape Investment Advisory
Georgia
$660K -$103K -4,398 -13%
AG
836
Ascent Group
Virginia
$659K -$49.8K -2,135 -7%
WFA
837
WestHill Financial Advisors
California
$658K
FWMP
838
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$656K +$660K +28,299 New
SMC
839
Smith, Moore & Co
Missouri
$645K
Bessemer Group
840
Bessemer Group
New Jersey
$641K +$588K +25,243 +1,052%
GI
841
GS Investments
Minnesota
$639K +$3.85K +165 +0.6%
KWA
842
Kingswood Wealth Advisors
California
$630K +$118K +5,078 +23%
AWA
843
Aaron Wealth Advisors
Illinois
$628K +$2.1K +90 +0.3%
KA
844
Klingman & Associates
New York
$623K -$63.9K -2,742 -9%
ACA
845
Aspire Capital Advisors
Washington
$623K +$627K +26,884 New
TC
846
TFR Capital
Texas
$621K +$625K +26,800 New
CFP
847
Catalyst Financial Partners
Massachusetts
$621K
RIS
848
Retirement Income Solutions
Michigan
$619K -$156K -6,714 -20%
BHWM
849
Beaird Harris Wealth Management
Texas
$618K +$1.86K +80 +0.3%
OC
850
Oarsman Capital
Wisconsin
$617K +$2.94K +126 +0.5%