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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1101
Colonial Trust
South Carolina
$255K
ST
1102
Smithfield Trust
Pennsylvania
$255K
TA
1103
TFB Advisors
Kansas
$250K +$791 +34 +0.3%
SIAS
1104
Summit Investment Advisory Services
Minnesota
$249K -$89.2K -3,831 -25%
Fifth Third Bancorp
1105
Fifth Third Bancorp
Ohio
$249K +$65.3K +2,806 +33%
BAS
1106
Breakthru Advisory Services
Wisconsin
$248K +$261K +11,217 New
MWC
1107
MKD Wealth Coaches
Michigan
$248K -$24.9K -1,069 -9%
IPA
1108
Investment Planning Advisors
Georgia
$247K +$10.8K +462 +4%
CPCM
1109
Cardinal Point Capital Management
Ontario, Canada
$246K +$259K +11,147 New
SIS
1110
Sound Income Strategies
Florida
$244K +$64.9K +2,786 +34%
SPG
1111
Strategic Planning Group
Utah
$244K +$791 +34 +0.3%
ODIJL
1112
One Day In July LLC
Vermont
$243K +$51.2K +2,198 +25%
PWM
1113
PTM Wealth Management
United States
$242K +$288K +12,369 New
IFA
1114
Index Fund Advisors
California
$242K -$89.2K -3,832 -26%
ACI
1115
Alpha Cubed Investments
California
$241K +$254K +10,901 New
PWA
1116
Peterson Wealth Advisors
Utah
$241K +$16.6K +713 +6%
PW
1117
Pandora Wealth
Illinois
$240K +$253K +10,872 New
WF
1118
Womack Financial
Texas
$240K -$58K -2,491 -19%
PWMAG
1119
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$253K +10,865 New
IWP
1120
IAG Wealth Partners
Wisconsin
$240K -$176K -7,552 -41%
DIM
1121
Delta Investment Management
California
$239K +$17.4K +749 +7%
CFS
1122
CRA Financial Services
New Jersey
$238K +$251K +10,793 New
BWM
1123
Brown Wealth Management
Illinois
$238K +$233 +10 +0.1%
Koshinski Asset Management
1124
Koshinski Asset Management
Illinois
$236K -$93.6K -4,021 -27%
DPI
1125
Diversified Portfolios Inc
Michigan
$236K +$31.9K +1,372 +15%