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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
1101
Sound Stewardship
Kansas
$398K +$10.2K +381 +3%
MBFW
1102
Morton Brown Family Wealth
Pennsylvania
$397K +$64.3K +2,407 +20%
PW
1103
Paladin Wealth
Minnesota
$391K – – –
CPA
1104
Capital Planning Advisors
California
$391K +$388K +14,541 New
CPCM
1105
Cardinal Point Capital Management
Ontario, Canada
$390K +$118K +4,422 +44%
CWM
1106
Cadence Wealth Management
Massachusetts
$387K +$10.7K +401 +3%
FW
1107
Fairway Wealth
Ohio
$387K – – –
BIG
1108
Builder Investment Group
Georgia
$384K +$18.5K +692 +5%
LWM
1109
Lighthouse Wealth Management
Ohio
$382K – – –
FD
1110
Financial Designs
California
$381K – – –
MCC
1111
Money Concepts Capital
Florida
$381K +$13.4K +501 +4%
CFG
1112
Certior Financial Group
Pennsylvania
$381K -$2.24K -84 -0.6%
FA
1113
Fiducient Advisors
Illinois
$380K – – –
GA
1114
GoalVest Advisory
New York
$379K – – –
Oppenheimer Asset Management
1115
Oppenheimer Asset Management
New York
$377K +$33.3K +1,247 +10%
Brooklyn Investment Group
1116
Brooklyn Investment Group
New York
$376K -$1.24M -46,434 -77%
CG
1117
CFO4Life Group
Texas
$376K +$240 +9 +0.1%
MWM
1118
Mindset Wealth Management
Indiana
$376K +$14K +523 +4%
PSA
1119
Plum Street Advisors
Louisiana
$376K – – –
WW
1120
Westshore Wealth
California
$375K +$1.12K +42 +0.3%
CIM
1121
Cambria Investment Management
California
$374K +$372K +13,915 New
CF
1122
Clarity Financial
Texas
$374K +$25K +935 +7%
PIA
1123
Panoramic Investment Advisors
Colorado
$373K +$801 +30 +0.2%
LGWM
1124
Litman Gregory Wealth Management
California
$373K – – –
PAM
1125
Pegasus Asset Management
New York
$373K – – –