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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSA
926
Sierra Summit Advisors
Nevada
$311K +$22.9K +1,110 +8%
IWN
927
Independent Wealth Network
Iowa
$311K -$33.6K -1,626 -10%
HIF
928
Hill Island Financial
Michigan
$310K -$77.2K -3,735 -21%
LI
929
Lafayette Investments
Maryland
$308K +$24.7K +1,194 +9%
BIAS
930
Beacon Investment Advisory Services
New Jersey
$307K +$35.4K +1,713 +14%
PSA
931
Plum Street Advisors
Louisiana
$304K
QWM
932
Quadcap Wealth Management
Texas
$302K
FCA
933
FinTrust Capital Advisors
South Carolina
$302K -$13K -630 -4%
SAA
934
Southeast Asset Advisors
Georgia
$300K
Members Trust
935
Members Trust
Florida
$300K
CWM
936
Connecticut Wealth Management
Connecticut
$299K -$10.7K -516 -4%
TPWA
937
TRUE Private Wealth Advisors
Oregon
$299K
ML
938
Mayport LLC
Massachusetts
$298K -$930 -45 -0.3%
TAM
939
Titleist Asset Management
Texas
$298K
WWMSC
940
Wagner Wealth Management (South Carolina)
South Carolina
$298K +$4.59K +222 +2%
LGWM
941
Litman Gregory Wealth Management
California
$297K
SIA
942
SeaBridge Investment Advisors
New Jersey
$296K
CAG
943
Curtis Advisory Group
California
$295K +$310 +15 +0.1%
FMII
944
Farmers & Merchants Investments Inc
Nebraska
$295K +$5.02K +243 +2%
CWP
945
Capital Wealth Planning
Florida
$295K +$13.3K +642 +5%
HCP
946
Hexagon Capital Partners
Arkansas
$294K -$9.79K -474 -3%
CCAL
947
City Center Advisors LLC
Michigan
$294K
SF
948
Summit Financial
New Jersey
$294K +$283K +13,701 New
MA
949
Montag & Associates
Georgia
$292K
GFS
950
GYL Financial Synergies
Connecticut
$292K +$281K +13,617 New