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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
901
Fusion Capital
South Carolina
$314K -$67.5K -3,429 -18%
LWL
902
Leo Wealth LLC
Texas
$312K +$59 +3 +0%
KWA
903
Kingswood Wealth Advisors
California
$312K +$297K +15,099 New
MAG
904
Mayfair Advisory Group
Alabama
$312K +$8.15K +414 +3%
DIS
905
Diversified Investment Strategies
Louisiana
$311K -$2.48K -126 -0.8%
CCG
906
Cypress Capital Group
Florida
$311K -$234K -11,862 -44%
PCI
907
Planning Center Inc
Illinois
$311K +$296K +15,021 New
SG
908
StoneX Group
New York
$311K -$15.8K -801 -5%
FLA
909
Financial Life Advisors
Texas
$310K
DT
910
Diversified Trust
Tennessee
$309K +$59 +3 +0%
FCA
911
FinTrust Capital Advisors
South Carolina
$305K
VV
912
Verity & Verity
South Carolina
$303K +$288K +14,649 New
Baird Financial Group
913
Baird Financial Group
Wisconsin
$302K +$53.6K +2,724 +23%
FG
914
Fairman Group
Pennsylvania
$302K -$19.4K -987 -6%
WW
915
Westshore Wealth
California
$301K +$945 +48 +0.3%
LWM
916
Lyell Wealth Management
California
$300K -$412K -20,937 -59%
CWM
917
Connecticut Wealth Management
Connecticut
$300K +$10.2K +519 +4%
BAM
918
BOS Asset Management
Illinois
$299K -$712K -36,156 -71%
NAMNJ
919
NorthStar Asset Management (New Jersey)
New Jersey
$298K -$53K -2,694 -16%
IAA
920
Independent Advisor Alliance
North Carolina
$296K
HCP
921
Hexagon Capital Partners
Arkansas
$294K +$39.6K +2,013 +17%
CCAL
922
City Center Advisors LLC
Michigan
$294K +$280K +14,211 New
QWM
923
Quadcap Wealth Management
Texas
$292K
CT
924
Cambridge Trust
Massachusetts
$290K -$10.5K -534 -4%
SAA
925
Southeast Asset Advisors
Georgia
$290K