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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
851
D.A. Davidson & Co
Montana
$248K -$8.97K -570 -4%
OWA
852
One Wealth Advisors
California
$248K +$242K +15,384 New
MCA
853
MSH Capital Advisors
Arizona
$247K -$30.7K -1,950 -11%
VBWMG
854
Von Berge Wealth Management Group
California
$247K
CIAS
855
Capital Investment Advisory Services
North Carolina
$247K -$26.7K -1,698 -10%
SIA
856
Soltis Investment Advisors
Utah
$245K +$239K +15,177 New
SPIA
857
Steward Partners Investment Advisory
New York
$244K +$32.7K +2,079 +16%
VCM
858
Vigilant Capital Management
Maine
$243K -$156K -9,900 -40%
FLA
859
Financial Life Advisors
Texas
$242K
AW
860
Avion Wealth
Texas
$240K
EHAM
861
Eagle Harbor Asset Management
Washington
$240K +$189 +12 +0.1%
B
862
Bridgeworth
Alabama
$238K +$232K +14,745 New
CT
863
Cambridge Trust
Massachusetts
$237K +$25.8K +1,638 +13%
ASI
864
Advisory Services & Investments
Oregon
$237K
OL
865
Owen LaRue
Kentucky
$236K
Fisher Asset Management
866
Fisher Asset Management
Washington
$236K -$13.1K -831 -5%
AFA
867
AllGen Financial Advisors
Florida
$235K +$230K +14,601 New
GWM
868
Geneos Wealth Management
Colorado
$235K +$74.2K +4,716 +48%
WPA
869
West Paces Advisors
Georgia
$235K
SIMM
870
Stillwater Investment Management (Minnesota)
Minnesota
$234K +$6.61K +420 +3%
IA
871
IFG Advisors
Missouri
$233K +$228K +14,469 New
WW
872
Westshore Wealth
California
$231K +$897 +57 +0.4%
RPG
873
Resource Planning Group
Georgia
$231K -$1.18K -75 -0.5%
FFA
874
Fragasso Financial Advisors
Pennsylvania
$230K +$225K +14,268 New
AG
875
Advocate Group
Minnesota
$229K