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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWMP
826
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$625K – – –
Dana Investment Advisors
827
Dana Investment Advisors
Wisconsin
$623K +$76.2K +3,274 +13%
MSS
828
Mitchell Sinkler & Starr
Pennsylvania
$623K +$206K +8,830 +46%
GI
829
GS Investments
Minnesota
$622K +$14K +600 +2%
Baird Financial Group
830
Baird Financial Group
Wisconsin
$619K -$191K -8,224 -23%
Williams Jones Wealth Management
831
Williams Jones Wealth Management
New York
$617K +$103K +4,436 +19%
SMC
832
Smith, Moore & Co
Missouri
$615K – – –
RWM
833
Revisor Wealth Management
Ohio
$612K +$646K +27,738 New
OC
834
Oarsman Capital
Wisconsin
$611K +$25K +1,075 +4%
Associated Banc-Corp
835
Associated Banc-Corp
Wisconsin
$607K +$256K +10,976 +66%
Steward Partners Investment Advisory
836
Steward Partners Investment Advisory
New York
$604K +$101K +4,343 +19%
BWM
837
BlackDiamond Wealth Management
New York
$602K -$52K -2,234 -8%
Bessemer Group
838
Bessemer Group
New Jersey
$598K -$13.4K -575 -2%
BHWM
839
Beaird Harris Wealth Management
Texas
$590K +$1.72K +74 +0.3%
RIS
840
Retirement Income Solutions
Michigan
$590K – – –
Independent Advisor Alliance
841
Independent Advisor Alliance
North Carolina
$589K -$92.4K -3,971 -13%
FFS
842
Founders Financial Securities
Maryland
$584K +$625K +26,837 New
BIAS
843
Beacon Investment Advisory Services
New Jersey
$581K +$40.3K +1,731 +7%
KLI
844
Kelman-Lazarov Inc
Tennessee
$581K +$613K +26,319 New
NEPWA
845
New England Private Wealth Advisors
Massachusetts
$581K +$20.8K +894 +4%
VBFP
846
Valtinson Bruner Financial Planning
Minnesota
$578K +$12.4K +531 +2%
HIM
847
Harbour Investment Management
Washington
$575K – – –
GA
848
Goldstein Advisors
Wisconsin
$574K +$123K +5,273 +25%
HIC
849
Hartline Investment Corp
Illinois
$571K -$11.6K -500 -2%
Millennium Management
850
Millennium Management
New York
$570K +$261K +11,208 +77%