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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1026
Lighthouse Wealth Management
Ohio
$329K +$331K +14,202 New
PSA
1027
Plum Street Advisors
Louisiana
$329K -$23 -1 -0%
VV
1028
Verity & Verity
South Carolina
$329K -$11K -473 -3%
FD
1029
Financial Designs
California
$329K +$330K +14,172 New
Davenport & Co
1030
Davenport & Co
Virginia
$326K -$3.85K -165 -1%
TCI Wealth Advisors
1031
TCI Wealth Advisors
Arizona
$326K -$260K -11,152 -44%
SAA
1032
Southeast Asset Advisors
Georgia
$325K – – –
Members Trust
1033
Members Trust
Florida
$325K – – –
PAW
1034
Plan A Wealth
Nebraska
$324K +$326K +13,993 New
TPWA
1035
TRUE Private Wealth Advisors
Oregon
$323K – – –
TAM
1036
Titleist Asset Management
Texas
$322K -$23 -1 -0%
ML
1037
Mayport LLC
Massachusetts
$322K -$816 -35 -0.3%
LGWM
1038
Litman Gregory Wealth Management
California
$321K -$23 -1 -0%
EIG
1039
Ellenbecker Investment Group
Wisconsin
$321K -$55.8K -2,394 -15%
SIA
1040
SeaBridge Investment Advisors
New Jersey
$320K – – –
CAG
1041
Curtis Advisory Group
California
$320K – – –
PIA
1042
Panoramic Investment Advisors
Colorado
$319K +$5.31K +228 +2%
RWM
1043
Rockwood Wealth Management
Pennsylvania
$319K +$319K +13,694 New
Capital Wealth Planning
1044
Capital Wealth Planning
Florida
$317K -$3.26K -140 -1%
BIG
1045
Builder Investment Group
Georgia
$316K +$63.8K +2,737 +25%
Eastern Bank
1046
Eastern Bank
Massachusetts
$315K – – –
Montag & Associates
1047
Montag & Associates
Georgia
$315K – – –
Farmers & Merchants Investments Inc
1048
Farmers & Merchants Investments Inc
Nebraska
$314K -$5.24K -225 -2%
TIM
1049
Total Investment Management
Arizona
$313K +$653 +28 +0.2%
MIM
1050
Macroview Investment Management
Maryland
$311K +$536 +23 +0.2%