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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
CIBC World Markets
New York
$238K +$248K +14,130 New
SB
852
Strategic Blueprint
Georgia
$238K -$103K -5,880 -29%
OPWM
853
Oxinas Partners Wealth Management
Indiana
$238K +$579 +33 +0.2%
CWP
854
Capital Wealth Planning
Florida
$238K
CWM
855
Connecticut Wealth Management
Connecticut
$235K +$245K +13,956 New
CIAS
856
Capital Investment Advisory Services
North Carolina
$235K -$12.8K -732 -5%
TAM
857
Titleist Asset Management
Texas
$234K
AG
858
Advocate Group
Minnesota
$234K -$5.26K -300 -2%
RWA
859
River Wealth Advisors
Pennsylvania
$234K -$18.2K -1,035 -7%
Vanguard Capital Wealth Advisors
860
Vanguard Capital Wealth Advisors
Colorado
$234K -$9.68K -552 -4%
SIA
861
SeaBridge Investment Advisors
New Jersey
$233K
CAG
862
Curtis Advisory Group
California
$232K
PWMAG
863
Pinnacle Wealth Management Advisory Group
New Jersey
$232K +$316 +18 +0.1%
BTWM
864
Baker Tilly Wealth Management
Wisconsin
$231K
Lido Advisors
865
Lido Advisors
California
$230K -$2.86M -162,843 -92%
MA
866
Montag & Associates
Georgia
$229K -$4K -228 -2%
AI
867
Accredited Investors
Minnesota
$229K +$1.42K +81 +0.6%
DADC
868
D.A. Davidson & Co
Montana
$229K -$32.1K -1,827 -12%
CCM
869
Colorado Capital Management
Colorado
$228K
SPIA
870
Steward Partners Investment Advisory
New York
$228K +$368 +21 +0.2%
PBF
871
Petix & Botte Financial
California
$227K +$236K +13,464 New
LI
872
Lafayette Investments
Maryland
$226K
BWA
873
Bordeaux Wealth Advisors
California
$225K
HCMT
874
Highland Capital Management (Tennessee)
Tennessee
$224K -$72.2K -4,116 -24%
PP
875
PDS Planning
Ohio
$224K +$232K +13,251 New