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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1101
Clarity Wealth Advisors
California
$289K – – –
JF
1102
JSF Financial
California
$288K +$769 +34 +0.3%
SIA
1103
Soltis Investment Advisors
Utah
$288K -$74.1K -3,277 -22%
OFI
1104
Outbound Financial Inc
Colorado
$285K +$264K +11,664 New
NEWAS
1105
N.E.W. Advisory Services
Wisconsin
$285K -$90.5K -4,004 -26%
SWP
1106
Strategic Wealth Partners
Ohio
$284K +$263K +11,616 New
MLA
1107
My Legacy Advisors
Oregon
$284K -$3.89K -172 -1%
CT
1108
Colonial Trust
South Carolina
$284K +$769 +34 +0.3%
CSP
1109
Cary Street Partners
Virginia
$282K -$22.6K -1,000 -8%
Koshinski Asset Management
1110
Koshinski Asset Management
Illinois
$282K +$19K +839 +8%
MWC
1111
MKD Wealth Coaches
Michigan
$280K +$5.56K +246 +2%
ST
1112
Smithfield Trust
Pennsylvania
$279K – – –
CCM
1113
Canal Capital Management
Virginia
$278K +$257K +11,375 New
SIAS
1114
Summit Investment Advisory Services
Minnesota
$276K – – –
BWP
1115
Balboa Wealth Partners
Arizona
$274K +$254K +11,218 New
SAM
1116
Secure Asset Management
Michigan
$274K +$253K +11,209 New
CAMG
1117
CWA Asset Management Group
Florida
$274K +$253K +11,208 New
SC
1118
Syon Capital
California
$274K +$253K +11,191 New
CICC
1119
Capital Investment Counsel (Colorado)
Colorado
$272K -$107K -4,712 -30%
IFA
1120
Index Fund Advisors
California
$267K -$113 -5 -0%
QP
1121
Quartz Partners
New York
$267K +$247K +10,937 New
PVI
1122
Pine Valley Investments
New Jersey
$267K +$247K +10,932 New
MSR
1123
Main Street Research
Connecticut
$266K +$246K +10,898 New
PW
1124
Pandora Wealth
Illinois
$266K – – –
WF
1125
Womack Financial
Texas
$266K – – –