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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSA
1026
Plum Street Advisors
Louisiana
$329K -$23 -1 -0%
VV
1027
Verity & Verity
South Carolina
$329K -$11K -473 -3%
FD
1028
Financial Designs
California
$329K +$330K +14,172 New
DC
1029
Davenport & Co
Virginia
$326K -$3.85K -165 -1%
TWA
1030
TCI Wealth Advisors
Arizona
$326K -$260K -11,152 -44%
SAA
1031
Southeast Asset Advisors
Georgia
$325K
Members Trust
1032
Members Trust
Florida
$325K
PAW
1033
Plan A Wealth
Nebraska
$324K +$326K +13,993 New
TPWA
1034
TRUE Private Wealth Advisors
Oregon
$323K
TAM
1035
Titleist Asset Management
Texas
$322K -$23 -1 -0%
ML
1036
Mayport LLC
Massachusetts
$322K -$816 -35 -0.3%
LGWM
1037
Litman Gregory Wealth Management
California
$321K -$23 -1 -0%
EIG
1038
Ellenbecker Investment Group
Wisconsin
$321K -$55.8K -2,394 -15%
SIA
1039
SeaBridge Investment Advisors
New Jersey
$320K
CAG
1040
Curtis Advisory Group
California
$320K
PIA
1041
Panoramic Investment Advisors
Colorado
$319K +$5.31K +228 +2%
RWM
1042
Rockwood Wealth Management
Pennsylvania
$319K +$319K +13,694 New
CWP
1043
Capital Wealth Planning
Florida
$317K -$3.26K -140 -1%
BIG
1044
Builder Investment Group
Georgia
$316K +$63.8K +2,737 +25%
EB
1045
Eastern Bank
Massachusetts
$315K
MA
1046
Montag & Associates
Georgia
$315K
FMII
1047
Farmers & Merchants Investments Inc
Nebraska
$314K -$5.24K -225 -2%
TIM
1048
Total Investment Management
Arizona
$313K +$653 +28 +0.2%
MIM
1049
Macroview Investment Management
Maryland
$311K +$536 +23 +0.2%
WF
1050
Womack Financial
Texas
$310K +$311K +13,362 New