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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
851
Goldstein Advisors
Wisconsin
$687K – – –
HIM
852
Harbour Investment Management
Washington
$686K – – –
AG
853
Ascent Group
Virginia
$685K -$441K -17,380 -40%
FA
854
Fiduciary Alliance
South Carolina
$683K -$41.5K -1,636 -6%
HIC
855
Hartline Investment Corp
Illinois
$681K – – –
EFA
856
Evernest Financial Advisors
Indiana
$680K +$1.04K +41 +0.2%
DWA
857
Davis Wealth Advisors
New Hampshire
$674K +$1.07K +42 +0.2%
RIM
858
Rockbridge Investment Management
New York
$674K +$127 +5 +0%
KWA
859
Kingswood Wealth Advisors
California
$669K +$93.6K +3,686 +17%
SC
860
Slow Capital
California
$668K -$6.91K -272 -1%
BWM
861
BlackDiamond Wealth Management
New York
$668K -$20.1K -792 -3%
AWA
862
Aaron Wealth Advisors
Illinois
$668K +$1.5K +59 +0.2%
PAW
863
Plan A Wealth
Nebraska
$667K +$48.4K +1,906 +8%
BWP
864
Balboa Wealth Partners
Arizona
$667K +$358K +14,110 +126%
PPW
865
Pasadena Private Wealth
California
$666K – – –
RCAG
866
Rehmann Capital Advisory Group
Michigan
$660K -$27.2K -1,073 -4%
VPP
867
Vertex Planning Partners
Illinois
$660K – – –
GC
868
Gibson Capital
Pennsylvania
$660K -$14K -550 -2%
GIA
869
GHP Investment Advisors
Colorado
$654K -$889 -35 -0.1%
DA
870
Drake & Associates
Wisconsin
$645K +$612K +24,084 New
MCCP
871
Mission Creek Capital Partners
California
$642K – – –
WN
872
Williams & Novak
California
$639K – – –
First Manhattan
873
First Manhattan
New York
$638K +$28.6K +1,128 +5%
CW
874
CreativeOne Wealth
Kansas
$635K -$82.4K -3,245 -12%
LWMNY
875
Landmark Wealth Management (New York)
New York
$629K -$11.5K -454 -2%