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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
976
Tobias Financial Advisors
Florida
$373K +$116K +4,985 +42%
LI
977
Lafayette Investments
Maryland
$372K +$4.24K +182 +1%
AWM
978
Aprio Wealth Management
Georgia
$371K +$838 +36 +0.2%
Northeast Financial Consultants
979
Northeast Financial Consultants
Connecticut
$371K – – –
NA
980
Nautilus Advisors
California
$368K – – –
RW
981
Regimen Wealth
Georgia
$367K +$11.5K +492 +3%
DFA
982
DHJJ Financial Advisors
Illinois
$366K -$60.9K -2,617 -14%
PAW
983
Plan A Wealth
Nebraska
$366K +$59.8K +2,569 +18%
WCP
984
Wealthcare Capital Partners
Pennsylvania
$365K -$4.75K -204 -1%
Citadel Advisors
985
Citadel Advisors
Florida
$365K – – –
PMG
986
ProVise Management Group
Florida
$364K -$12.6K -543 -3%
REMPR
987
Roof Eidam Maycock Peralta (REMP)
California
$364K -$531K -22,830 -58%
AWM
988
Accurate Wealth Management
Florida
$362K -$49.3K -2,119 -11%
SPW
989
Sonoma Private Wealth
California
$362K – – –
BFA
990
Bright Financial Advisors
Michigan
$359K +$1.16K +50 +0.3%
JIC
991
Joel Isaacson & Co
New York
$358K +$10.5K +451 +3%
HCMT
992
Highland Capital Management (Tennessee)
Tennessee
$356K +$4.61K +198 +1%
CFA
993
Capstone Financial Advisors
Illinois
$355K +$5.03K +216 +1%
PB
994
Pinnacle Bancorp
Nebraska
$353K – – –
SWM
995
Seaside Wealth Management
California
$350K – – –
CICC
996
Capital Investment Counsel (Colorado)
Colorado
$350K -$71.4K -3,069 -16%
CF
997
Centaurus Financial
California
$349K +$12.8K +549 +4%
Central Trust Company
998
Central Trust Company
Missouri
$349K – – –
JFG
999
JDM Financial Group
Texas
$349K +$1K +43 +0.3%
CFO
1000
Collective Family Office
Pennsylvania
$347K – – –