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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1001
BSW Wealth Partners
Colorado
$347K -$23.3K -1,001 -6%
NEWAS
1002
N.E.W. Advisory Services
Wisconsin
$346K +$279 +12 +0.1%
AGP
1003
Aspire Growth Partners
Florida
$344K +$1.09K +47 +0.3%
CFG
1004
Certior Financial Group
Pennsylvania
$343K -$90.7K -3,898 -20%
ACM
1005
Aspen Capital Management
Idaho
$343K +$361K +15,512 New
BWFA
1006
Baltimore-Washington Financial Advisors
Maryland
$340K -$67.7K -2,907 -16%
SAA
1007
Southeast Asset Advisors
Georgia
$339K +$31.3K +1,344 +10%
PGIM Custom Harvest
1008
PGIM Custom Harvest
New Jersey
$339K -$29.5K -1,266 -8%
GIA
1009
Guyasuta Investment Advisors
Pennsylvania
$338K +$357K +15,324 New
FF
1010
Francis Financial
$338K -$139K -5,952 -28%
MA
1011
Modus Advisors
Minnesota
$337K -$15.5K -666 -4%
GAA
1012
Global Assets Advisory
Florida
$334K +$371K +15,921 New
RBC
1013
Romano Brothers & Co
Illinois
$333K +$2.23K +96 +0.6%
BIP Wealth
1014
BIP Wealth
Georgia
$333K – – –
SIA
1015
Soltis Investment Advisors
Utah
$332K +$77.6K +3,335 +28%
FLA
1016
Financial Life Advisors
Texas
$331K – – –
HCP
1017
Hexagon Capital Partners
Arkansas
$328K +$52.8K +2,270 +18%
BEW
1018
Burton Enright Welch
California
$328K +$346K +14,848 New
WW
1019
Westshore Wealth
California
$325K +$1.07K +46 +0.3%
FIC
1020
Family Investment Center
Missouri
$325K +$52.5K +2,257 +18%
CP
1021
Capital Planning
Washington
$323K -$385K -16,553 -53%
CIAS
1022
Capital Investment Advisory Services
North Carolina
$323K +$56.7K +2,437 +20%
FW
1023
Fairway Wealth
Ohio
$317K +$107K +4,578 +47%
SW
1024
SMART Wealth
Nebraska
$317K +$334K +14,368 New
SS
1025
Sound Stewardship
Kansas
$317K -$10.3K -442 -3%