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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
851
Cardiff Park Advisors
California
$273K +$842 +51 +0.3%
PFA
852
Pathway Financial Advisors
Vermont
$273K
PAM
853
Private Asset Management
California
$273K
EFM
854
Eley Financial Management
Vermont
$272K
RIS
855
Retirement Income Solutions
Michigan
$272K
SWA
856
Stratos Wealth Advisors
Ohio
$272K +$941 +57 +0.4%
FWM
857
Fortress Wealth Management
California
$271K
DIA
858
Dana Investment Advisors
Wisconsin
$270K +$255K +15,474 New
MCM
859
Morton Capital Management
California
$270K
BBA
860
Braun-Bostich & Associates
Pennsylvania
$269K -$24.2K -1,467 -9%
DADC
861
D.A. Davidson & Co
Montana
$269K
CCA
862
Cadent Capital Advisors
Oklahoma
$267K +$253K +15,300 New
VBWMG
863
Von Berge Wealth Management Group
California
$267K
BWFA
864
Baltimore-Washington Financial Advisors
Maryland
$266K -$280K -16,950 -53%
LTL
865
Lowery Thomas LLC
California
$264K +$250K +15,150 New
BWP
866
Balboa Wealth Partners
Arizona
$263K -$21.2K -1,281 -8%
PFA
867
Petra Financial Advisors
Colorado
$262K -$1.39M -84,366 -85%
FLA
868
Financial Life Advisors
Texas
$262K
RWA
869
River Wealth Advisors
Pennsylvania
$260K -$13.2K -798 -5%
CT
870
Cambridge Trust
Massachusetts
$257K
CIAS
871
Capital Investment Advisory Services
North Carolina
$256K -$10.7K -651 -4%
GWM
872
Geneos Wealth Management
Colorado
$255K
WPA
873
West Paces Advisors
Georgia
$254K -$347 -21 -0.1%
MAG
874
Mayfair Advisory Group
Alabama
$252K +$9.91K +600 +4%
Vanguard Capital Wealth Advisors
875
Vanguard Capital Wealth Advisors
Colorado
$252K +$13.9K +840 +6%