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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WW
876
Westshore Wealth
California
$251K +$842 +51 +0.4%
ASI
877
Advisory Services & Investments
Oregon
$249K -$7.23K -438 -3%
MSA
878
McAlister Sweet & Associates
Texas
$248K -$135K -8,178 -36%
Bessemer Group
879
Bessemer Group
New Jersey
$248K +$13.9K +843 +6%
AG
880
Advocate Group
Minnesota
$248K
AFA
881
AllGen Financial Advisors
Florida
$247K -$7.23K -438 -3%
TCM
882
Tradewinds Capital Management
Washington
$247K -$198 -12 -0.1%
CWP
883
Capital Wealth Planning
Florida
$246K +$5.7K +345 +3%
OPWM
884
Oxinas Partners Wealth Management
Indiana
$246K -$160K -9,666 -41%
OL
885
Owen LaRue
Kentucky
$244K -$28K -1,698 -11%
TAM
886
Titleist Asset Management
Texas
$243K
IF
887
Intrua Financial
Texas
$241K
MA
888
Montag & Associates
Georgia
$241K
SIA
889
SeaBridge Investment Advisors
New Jersey
$241K
CAG
890
Curtis Advisory Group
California
$240K
PWMAG
891
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$5.55K +336 +3%
BTWM
892
Baker Tilly Wealth Management
Wisconsin
$239K
EHAM
893
Eagle Harbor Asset Management
Washington
$239K -$19.6K -1,185 -8%
EAM
894
Empirical Asset Management
Massachusetts
$238K -$941 -57 -0.4%
CCM
895
Colorado Capital Management
Colorado
$236K -$78.8K -4,770 -26%
AI
896
Accredited Investors
Minnesota
$235K +$223K +13,488 New
SPIA
897
Steward Partners Investment Advisory
New York
$235K -$27K -1,638 -11%
LI
898
Lafayette Investments
Maryland
$233K
BWA
899
Bordeaux Wealth Advisors
California
$233K -$179K -10,815 -45%
EP
900
Edgestream Partners
New Jersey
$232K +$220K +13,299 New