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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
951
ACAS LLC
California
$393K +$68.8K +2,955 +20%
BAM
952
Bellevue Asset Management
Washington
$393K – – –
GWA
953
Geometric Wealth Advisors
District of Columbia
$392K -$1.3K -56 -0.3%
WCM
954
Weik Capital Management
Pennsylvania
$392K +$57K +2,450 +16%
AIA
955
Armor Investment Advisors
North Carolina
$391K – – –
TWP
956
Triad Wealth Partners
Kansas
$390K -$119K -5,122 -22%
CWM
957
Connecticut Wealth Management
Connecticut
$390K +$411K +17,659 New
TPI
958
Trust Point Inc
Wisconsin
$389K +$411K +17,640 New
D.A. Davidson & Co
959
D.A. Davidson & Co
Montana
$389K +$20.3K +872 +5%
STFP
960
Signal Tree Financial Partners
Ohio
$389K – – –
LA
961
LexAurum Advisors
Kansas
$388K +$23.3K +1,003 +6%
Forum Financial Management
962
Forum Financial Management
Illinois
$386K +$407K +17,466 New
LI
963
LifeWealth Investments
Florida
$385K +$406K +17,454 New
RLWM
964
RF&L Wealth Management
Massachusetts
$385K +$140 +6 +0%
PAM
965
Peak Asset Management
Colorado
$385K -$60.1K -2,580 -13%
EAM
966
Empirical Asset Management
Massachusetts
$385K -$116 -5 -0%
BC
967
Brio Consultants
California
$384K +$1.51K +65 +0.4%
RCA
968
Riverview Capital Advisers
Massachusetts
$383K +$1.07K +46 +0.3%
ACA
969
Aspire Capital Advisors
Washington
$382K -$223K -9,570 -36%
MCM
970
Mainstay Capital Management
Michigan
$382K -$19.9K -855 -5%
HWA
971
Heartwood Wealth Advisors
Virginia
$381K -$56.8K -2,439 -12%
Principal Financial Group
972
Principal Financial Group
Iowa
$380K -$156K -6,686 -28%
PIM
973
Penobscot Investment Management
Massachusetts
$378K -$698 -30 -0.2%
FPW
974
Flagship Private Wealth
Massachusetts
$376K – – –
HI
975
Hudock Inc
Pennsylvania
$373K +$279 +12 +0.1%