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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
976
Aprio Wealth Management
Georgia
$389K -$49.4K -2,118 -11%
GSC
977
Ground Swell Capital
South Carolina
$389K +$391K +16,766 New
D.A. Davidson & Co
978
D.A. Davidson & Co
Montana
$388K +$1.91K +82 +0.5%
WCP
979
Wealthcare Capital Partners
Pennsylvania
$388K +$390K +16,738 New
PP
980
Patten & Patten
Tennessee
$388K -$140K -6,000 -26%
BWP
981
BSW Wealth Partners
Colorado
$387K -$20K -856 -5%
LI
982
Lafayette Investments
Maryland
$387K +$40.3K +1,729 +12%
NA
983
Nautilus Advisors
California
$386K +$388K +16,656 New
PGIM Custom Harvest
984
PGIM Custom Harvest
New Jersey
$385K +$169K +7,266 +78%
LA
985
LexAurum Advisors
Kansas
$385K +$387K +16,590 New
Associated Banc-Corp
986
Associated Banc-Corp
Wisconsin
$383K – – –
Citadel Advisors
987
Citadel Advisors
Florida
$383K -$360K -15,435 -48%
HBS
988
Howard Bailey Securities
Indiana
$381K +$383K +16,419 New
SPW
989
Sonoma Private Wealth
California
$380K – – –
BFA
990
Bright Financial Advisors
Michigan
$375K +$1.26K +54 +0.3%
RW
991
Regimen Wealth
Georgia
$374K -$20.4K -874 -5%
LWL
992
Leo Wealth LLC
Texas
$372K +$106K +4,548 +40%
PB
993
Pinnacle Bancorp
Nebraska
$370K – – –
HCMT
994
Highland Capital Management (Tennessee)
Tennessee
$370K +$1.98K +85 +0.5%
MA
995
Modus Advisors
Minnesota
$369K -$19.1K -818 -5%
CFA
996
Capstone Financial Advisors
Illinois
$368K +$7.67K +329 +2%
SWM
997
Seaside Wealth Management
California
$367K – – –
Central Trust Company
998
Central Trust Company
Missouri
$366K – – –
JFG
999
JDM Financial Group
Texas
$365K +$979 +42 +0.3%
JIC
1000
Joel Isaacson & Co
New York
$365K – – –