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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
851
Heartwood Wealth Advisors
Virginia
$446K
DIA
852
Dana Investment Advisors
Wisconsin
$445K +$39.7K +1,821 +10%
PK
853
Pflug Koory
Nebraska
$443K +$427K +19,587 New
GCP
854
Gill Capital Partners
Colorado
$439K -$62.3K -2,859 -13%
BRIA
855
Balanced Rock Investment Advisors
Massachusetts
$437K -$5.88K -270 -1%
LWANC
856
Laurel Wealth Advisors (North Carolina)
North Carolina
$437K -$261 -12 -0.1%
ESB
857
Essex Savings Bank
Connecticut
$432K -$32.1K -1,473 -7%
GB
858
Goepper Burkhardt
South Carolina
$429K
AWM
859
Aprio Wealth Management
Georgia
$428K -$14.3K -657 -3%
CCA
860
Cadent Capital Advisors
Oklahoma
$424K +$458 +21 +0.1%
DBIA
861
Dumont & Blake Investment Advisors
New Jersey
$422K -$444K -20,376 -52%
MWM
862
MBE Wealth Management
Wisconsin
$418K +$3.2K +147 +0.8%
GWM
863
Gray Wealth Management
Maine
$416K -$13.1K -600 -3%
MPCA
864
Madison Park Capital Advisors
Washington
$415K -$101K -4,644 -20%
BW
865
Basepoint Wealth
Iowa
$413K +$2.48K +114 +0.6%
HNB
866
Huntington National Bank
Ohio
$409K
CCP
867
Carmel Capital Partners
California
$408K +$9.8K +450 +3%
PTB
868
Pioneer Trust Bank
Oregon
$407K
PFA
869
Pathway Financial Advisors
Vermont
$403K
SAG
870
SageView Advisory Group
California
$403K -$24.4K -1,122 -6%
TA
871
TPG Advisors
Illinois
$402K +$654 +30 +0.2%
AIA
872
Armor Investment Advisors
North Carolina
$400K
BC
873
Brio Consultants
California
$399K -$9.8K -450 -2%
CF
874
Centaurus Financial
California
$399K +$65.2K +2,994 +20%
EAM
875
Empirical Asset Management
Massachusetts
$398K -$2.29K -105 -0.6%