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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1201
N.E.W. Advisory Services
Wisconsin
$343K +$29 +1 +0%
Koshinski Asset Management
1202
Koshinski Asset Management
Illinois
$342K +$3.88K +136 +1%
BMWS
1203
Brady Martz Wealth Solutions
North Dakota
$341K +$80.2K +2,809 +32%
CAG
1204
Curtis Advisory Group
California
$341K +$428 +15 +0.1%
TCM
1205
Traynor Capital Management
Pennsylvania
$341K -$248K -8,681 -43%
FWP
1206
Falcon Wealth Planning
California
$341K -$111K -3,878 -25%
BA
1207
Bluesphere Advisors
Pennsylvania
$339K – – –
DBFM
1208
Dickmeyer Boyce Financial Management
Indiana
$338K +$59.7K +2,090 +22%
LS
1209
LCW Services
Virginia
$338K +$42.8K +1,500 +15%
TIM
1210
Total Investment Management
Arizona
$337K +$28.6K +1,003 +10%
IWN
1211
Independent Wealth Network
Iowa
$337K +$69.1K +2,420 +27%
AA
1212
Auctus Advisors
North Carolina
$336K – – –
DIM
1213
Delta Investment Management
California
$336K +$400 +14 +0.1%
SWP
1214
Strategic Wealth Partners
Ohio
$336K – – –
GWM
1215
Geneos Wealth Management
Colorado
$335K – – –
SIAS
1216
Summit Investment Advisory Services
Minnesota
$332K – – –
SCA
1217
Stonebridge Capital Advisors
Minnesota
$331K -$35.8K -1,255 -10%
QP
1218
Quartz Partners
New York
$331K -$6.48K -227 -2%
IFA
1219
Index Fund Advisors
California
$330K – – –
CICC
1220
Capital Investment Counsel (Colorado)
Colorado
$330K +$15.6K +545 +5%
AWM
1221
Accel Wealth Management
Iowa
$329K -$2.17K -76 -0.7%
Bessemer Group
1222
Bessemer Group
New Jersey
$326K +$311K +10,903 +6,814%
FWS
1223
FinDec Wealth Services
California
$326K -$27.4K -959 -8%
UB
1224
UMB Bank
Missouri
$326K +$78K +2,730 +33%
PWA
1225
Physician Wealth Advisors
Utah
$325K – – –