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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Consolidated Planning Corp
1176
Consolidated Planning Corp
Georgia
$317K – – –
MBFW
1177
Morton Brown Family Wealth
Pennsylvania
$317K -$63.7K -2,374 -16%
Bay Colony Advisors
1178
Bay Colony Advisors
Massachusetts
$317K +$54 +2 +0%
TIA
1179
Tiemann Investment Advisors
California
$317K – – –
DIS
1180
Diversified Investment Strategies
Louisiana
$316K – – –
Burling Wealth Partners
1181
Burling Wealth Partners
Illinois
$314K – – –
Wealthquest
1182
Wealthquest
Ohio
$313K +$328K +12,222 New
Smithfield Trust
1183
Smithfield Trust
Pennsylvania
$311K – – –
CFG
1184
Certior Financial Group
Pennsylvania
$310K -$54.9K -2,048 -14%
MWC
1185
MKD Wealth Coaches
Michigan
$310K +$3.97K +148 +1%
Invesco
1186
Invesco
Georgia
$310K +$324K +12,093 New
Narwhal Capital Management
1187
Narwhal Capital Management
Georgia
$308K -$1.96K -73 -0.6%
FWS
1188
FinDec Wealth Services
California
$308K -$20.6K -767 -6%
WWA
1189
WCG Wealth Advisors
Nevada
$308K +$322K +12,016 New
W
1190
WealthCollab
Washington
$307K – – –
Eastern Bank
1191
Eastern Bank
Massachusetts
$306K – – –
JSF Financial
1192
JSF Financial
California
$305K +$912 +34 +0.3%
WA
1193
Waterford Advisors
New York
$304K – – –
SWM
1194
Shakespeare Wealth Management
Wisconsin
$303K +$54 +2 +0%
Tradition Wealth Management
1195
Tradition Wealth Management
Minnesota
$302K +$1.07K +40 +0.3%
Benjamin Edwards Inc
1196
Benjamin Edwards Inc
Missouri
$302K +$12K +449 +4%
WCL
1197
Wealth Care LLC
Florida
$300K +$314K +11,700 New
Angeles Wealth Management
1198
Angeles Wealth Management
California
$300K +$297K +11,066 +1,765%
Foguth Wealth Management
1199
Foguth Wealth Management
Michigan
$299K -$5.98K -223 -2%
NEWAS
1200
N.E.W. Advisory Services
Wisconsin
$299K +$27 +1 +0%