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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSS
826
Mitchell Sinkler & Starr
Pennsylvania
$623K +$206K +8,830 +46%
GI
827
GS Investments
Minnesota
$622K +$14K +600 +2%
Baird Financial Group
828
Baird Financial Group
Wisconsin
$619K -$191K -8,224 -23%
WJWM
829
Williams Jones Wealth Management
New York
$617K +$103K +4,436 +19%
SMC
830
Smith, Moore & Co
Missouri
$615K
RWM
831
Revisor Wealth Management
Ohio
$612K +$646K +27,738 New
OC
832
Oarsman Capital
Wisconsin
$611K +$25K +1,075 +4%
ABC
833
Associated Banc-Corp
Wisconsin
$607K +$256K +10,976 +66%
SPIA
834
Steward Partners Investment Advisory
New York
$604K +$101K +4,343 +19%
BWM
835
BlackDiamond Wealth Management
New York
$602K -$52K -2,234 -8%
Bessemer Group
836
Bessemer Group
New Jersey
$598K -$13.4K -575 -2%
BHWM
837
Beaird Harris Wealth Management
Texas
$590K +$1.72K +74 +0.3%
RIS
838
Retirement Income Solutions
Michigan
$590K
IAA
839
Independent Advisor Alliance
North Carolina
$589K -$92.4K -3,971 -13%
FFS
840
Founders Financial Securities
Maryland
$584K +$625K +26,837 New
BIAS
841
Beacon Investment Advisory Services
New Jersey
$581K +$40.3K +1,731 +7%
KLI
842
Kelman-Lazarov Inc
Tennessee
$581K +$613K +26,319 New
NEPWA
843
New England Private Wealth Advisors
Massachusetts
$581K +$20.8K +894 +4%
VBFP
844
Valtinson Bruner Financial Planning
Minnesota
$578K +$12.4K +531 +2%
HIM
845
Harbour Investment Management
Washington
$575K
GA
846
Goldstein Advisors
Wisconsin
$574K +$123K +5,273 +25%
HIC
847
Hartline Investment Corp
Illinois
$571K -$11.6K -500 -2%
Millennium Management
848
Millennium Management
New York
$570K +$261K +11,208 +77%
EFA
849
Evernest Financial Advisors
Indiana
$568K +$1.05K +45 +0.2%
JWCA
850
J.W. Cole Advisors
Florida
$566K -$1.01M -43,296 -63%