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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1176
Calton & Associates
Florida
$354K -$10.3K -362 -3%
PCH
1177
PGIM Custom Harvest
New Jersey
$353K +$16.3K +570 +5%
PWA
1178
Portus Wealth Advisors
North Carolina
$353K -$95.6K -3,349 -22%
W
1179
WealthCollab
Washington
$353K
EB
1180
Eastern Bank
Massachusetts
$352K
JF
1181
JSF Financial
California
$351K +$914 +32 +0.3%
LSA
1182
Lansing Street Advisors
Pennsylvania
$351K +$341K +11,934 New
GA
1183
GoalVest Advisory
New York
$351K -$24.1K -844 -7%
SIA
1184
Soltis Investment Advisors
Utah
$350K -$38.6K -1,351 -10%
SWM
1185
Shakespeare Wealth Management
Wisconsin
$348K +$29 +1 +0%
OFS
1186
OneAscent Financial Services
Alabama
$347K +$17.7K +620 +6%
PCM
1187
Palouse Capital Management
Washington
$345K -$26.4K -923 -7%
HR
1188
Howe & Rusling
New York
$345K -$21.4K -749 -6%
WCL
1189
Wealth Care LLC
Florida
$344K
MWC
1190
MKD Wealth Coaches
Michigan
$344K -$11.6K -405 -3%
WWA
1191
WCG Wealth Advisors
Nevada
$344K -$9.37K -328 -3%
WF
1192
Warner Financial
Maryland
$343K +$114 +4 +0%
NEWAS
1193
N.E.W. Advisory Services
Wisconsin
$343K +$29 +1 +0%
Koshinski Asset Management
1194
Koshinski Asset Management
Illinois
$342K +$3.88K +136 +1%
BMWS
1195
Brady Martz Wealth Solutions
North Dakota
$341K +$80.2K +2,809 +32%
CAG
1196
Curtis Advisory Group
California
$341K +$428 +15 +0.1%
TCM
1197
Traynor Capital Management
Pennsylvania
$341K -$248K -8,681 -43%
FWP
1198
Falcon Wealth Planning
California
$341K -$111K -3,878 -25%
BA
1199
Bluesphere Advisors
Pennsylvania
$339K
DBFM
1200
Dickmeyer Boyce Financial Management
Indiana
$338K +$59.7K +2,090 +22%