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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
951
WMS Partners
Maryland
$289K +$279K +13,512 New
BWA
952
Bordeaux Wealth Advisors
California
$289K +$15.5K +750 +6%
PBF
953
Petix & Botte Financial
California
$288K +$278K +13,464 New
CCG
954
Cypress Capital Group
Florida
$287K -$33.8K -1,638 -11%
BAM
955
BOS Asset Management
Illinois
$286K -$22.9K -1,110 -8%
PWM
956
Peterson Wealth Management
Nevada
$285K
FG
957
Fairman Group
Pennsylvania
$285K -$27.6K -1,338 -9%
GGV
958
GG Group Ventures
Florida
$283K +$274K +13,266 New
LWL
959
Leo Wealth LLC
Texas
$283K -$40K -1,938 -13%
HIP
960
HUB Investment Partners
Texas
$282K +$272K +13,152 New
MIM
961
Macroview Investment Management
Maryland
$282K +$2.42K +117 +0.9%
EHAM
962
Eagle Harbor Asset Management
Washington
$279K
GAM
963
GEM Asset Management
Michigan
$278K -$14.1K -684 -5%
ACP
964
Aviance Capital Partners
Florida
$278K -$124 -6 -0%
Legacy Financial Group (Iowa)
965
Legacy Financial Group (Iowa)
Iowa
$278K -$57.3K -2,775 -18%
PWA
966
Physician Wealth Advisors
Utah
$278K -$408K -19,758 -61%
PCM
967
Palouse Capital Management
Washington
$277K +$1.61K +78 +0.6%
OPWM
968
Oxinas Partners Wealth Management
Indiana
$276K -$6.76K -327 -2%
M
969
MOTCO
Texas
$276K
OCG
970
Opus Capital Group
Ohio
$276K +$9.92K +480 +4%
TIA
971
Tiemann Investment Advisors
California
$274K
OAM
972
Oppenheimer Asset Management
New York
$273K
CT
973
Clearstead Trust
Maine
$272K
BSI
974
Bennett Selby Investments
Maine
$270K
AIIMS
975
Analyst IMS Investment Management Services
Israel
$270K