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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
901
Bogart Wealth LLC
Virginia
$63K +$55.9K +3,024 +1,008%
TC
902
TAP Consulting
Missouri
$62K +$60.7K +3,288 New
LPP
903
Life Planning Partners
Florida
$61K +$59.3K +3,210 New
LCM
904
Logan Capital Management
Pennsylvania
$58K -$4.1K -222 -7%
ST
905
Smithfield Trust
Pennsylvania
$58K
HF
906
Halpern Financial
Virginia
$56.2K
KSWA
907
Kathleen S. Wright Associates
Pennsylvania
$56K +$54.4K +2,946 New
HI
908
Hoey Investments
Pennsylvania
$55K
BHWM
909
Beaird Harris Wealth Management
Texas
$55K +$53.9K +2,916 New
CWC
910
Carolinas Wealth Consulting
North Carolina
$53K -$4.99K -270 -9%
AIA
911
Angeles Investment Advisors
California
$53K +$51.9K +2,808 New
VCM
912
Versant Capital Management
Arizona
$52K -$1.22K -66 -2%
BWM
913
Baystate Wealth Management
Massachusetts
$52K
BFEC
914
Benjamin F. Edwards & Company
Missouri
$52K
FF
915
FourThought Financial
Florida
$50K
NFSG
916
Newbridge Financial Services Group
Florida
$49K -$5.76K -312 -11%
Qube Research & Technologies (QRT)
917
Qube Research & Technologies (QRT)
United Kingdom
$49K +$48.1K +2,604 New
GG
918
Gleason Group
Kentucky
$46K +$222 +12 +0.5%
AA
919
Atmos Advisory
Pennsylvania
$42K +$40.6K +2,196 New
National Bank of Canada
920
National Bank of Canada
Quebec, Canada
$41K +$39.5K +2,136 New
SFM
921
Signet Financial Management
New Jersey
$41K +$40K +2,166 New
BWP
922
Baldwin Wealth Partners
Massachusetts
$40K
FP
923
Financial Perspectives
Minnesota
$39.8K
CIA
924
Choate Investment Advisors
Massachusetts
$39K
RI
925
Rinkey Investments
California
$38K +$37.8K +2,046 New