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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
826
WealthPLAN Partners
Nebraska
$698K -$1.38M -59,148 -66%
Smartleaf Asset Management
827
Smartleaf Asset Management
Massachusetts
$696K +$140 +6 +0%
TWM
828
Tanglewood Wealth Management
Texas
$694K -$47 -2 -0%
TA
829
TrueWealth Advisors
Alabama
$690K – – –
CA
830
Claro Advisors
Massachusetts
$684K -$293K -12,575 -30%
BWM
831
BlackDiamond Wealth Management
New York
$677K -$1.23M -52,738 -64%
LRPA
832
L. Roy Papp & Associates
Arizona
$677K -$28K -1,200 -4%
MGO One Seven
833
MGO One Seven
Ohio
$677K +$39K +1,673 +6%
IIC
834
Ironwood Investment Counsel
Arizona
$676K -$109K -4,661 -14%
MAV
835
Mason & Associates (Virginia)
Virginia
$663K – – –
CIA
836
Cape Investment Advisory
Georgia
$660K -$103K -4,398 -13%
AG
837
Ascent Group
Virginia
$659K -$49.8K -2,135 -7%
WFA
838
WestHill Financial Advisors
California
$658K – – –
FWMP
839
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$656K +$660K +28,299 New
SMC
840
Smith, Moore & Co
Missouri
$645K – – –
Bessemer Group
841
Bessemer Group
New Jersey
$641K +$588K +25,243 +1,052%
GI
842
GS Investments
Minnesota
$639K +$3.85K +165 +0.6%
Kingswood Wealth Advisors
843
Kingswood Wealth Advisors
California
$630K +$118K +5,078 +23%
AWA
844
Aaron Wealth Advisors
Illinois
$628K +$2.1K +90 +0.3%
Klingman & Associates
845
Klingman & Associates
New York
$623K -$63.9K -2,742 -9%
ACA
846
Aspire Capital Advisors
Washington
$623K +$627K +26,884 New
TC
847
TFR Capital
Texas
$621K +$625K +26,800 New
CFP
848
Catalyst Financial Partners
Massachusetts
$621K – – –
RIS
849
Retirement Income Solutions
Michigan
$619K -$156K -6,714 -20%
BHWM
850
Beaird Harris Wealth Management
Texas
$618K +$1.86K +80 +0.3%