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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1101
Strategic Investment Advisors
Michigan
$201K +$194K +8,907 New
BWL
1102
Beacon Wealthcare LLC
North Carolina
$201K +$194K +8,889 New
SIAP
1103
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K +$194K +8,886 New
FIM
1104
FWL Investment Management
Texas
$199K -$6.54K -300 -3%
SWM
1105
Sugarloaf Wealth Management
Georgia
$199K
GWSG
1106
GPS Wealth Strategies Group
Colorado
$192K +$65 +3 +0%
WBCM
1107
Wilson & Boucher Capital Management
California
$191K +$184K +8,442 New
SFC
1108
SYM Financial Corp
Indiana
$186K
AWA
1109
Alaska Wealth Advisors
Alaska
$185K
LB
1110
Legacy Bridge
Iowa
$182K
BCMLT
1111
Beacon Capital Management LLC (Tennessee)
Tennessee
$180K +$458 +21 +0.3%
ACM
1112
Accent Capital Management
Ohio
$170K
UB
1113
UMB Bank
Missouri
$163K
NG
1114
NWK Group
California
$160K
BWL
1115
Bogart Wealth LLC
Virginia
$155K +$5.95K +273 +4%
LC
1116
Lindbrook Capital
California
$155K
NPP
1117
New Potomac Partners
Maryland
$154K +$148K +6,786 New
RP
1118
Rice Partnership
Hawaii
$151K +$68.2K +3,132 +89%
Optiver Holding
1119
Optiver Holding
Netherlands
$148K +$142K +6,528 New
GJIA
1120
Glass Jacobson Investment Advisors
Maryland
$137K +$37.2K +1,707 +39%
PFPT
1121
Pinnacle Financial Partners (Tennessee)
Tennessee
$136K
POIA
1122
Pin Oak Investment Advisors
Texas
$135K
CMP
1123
Coston McIsaac & Partners
Maine
$134K +$83.7K +3,840 +183%
AIC
1124
Archer Investment Corporation
Indiana
$132K +$114K +5,220 +821%
CIAS
1125
CBIZ Investment Advisory Services
Ohio
$124K