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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSC
1201
Lesa Sroufe & Co
Washington
$242K -$13.4K -529 -5%
AWM
1202
Accel Wealth Management
Iowa
$241K +$482 +19 +0.2%
SF
1203
Symphony Financial
Texas
$241K +$231K +9,114 +37,975%
OC
1204
Oakworth Capital
Alabama
$240K +$229K +9,000 +7,563%
WI
1205
WBI Investments
New Jersey
$239K -$2.62K -103 -1%
BDFN
1206
Bond & Devick Financial Network
Minnesota
$238K – – –
SAW
1207
Signal Advisors Wealth
Michigan
$237K -$232K -9,117 -50%
AO
1208
Advisor OS
Illinois
$237K +$228K +8,998 New
RFA
1209
Rollins Financial Advisors
New York
$236K – – –
OFS
1210
OneAscent Financial Services
Alabama
$236K -$5.74K -226 -2%
SSA
1211
Sierra Summit Advisors
Nevada
$236K – – –
SIAP
1212
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K +$1.14K +45 +0.5%
LDB
1213
Lee, Danner & Bass
Tennessee
$234K – – –
BFA
1214
Bragg Financial Advisors
North Carolina
$233K +$225K +8,864 New
LNWWM
1215
Laird Norton Wetherby Wealth Management
California
$233K +$3.2K +126 +1%
2L
1216
25 LLC
Missouri
$233K +$5.87K +231 +3%
SGK
1217
Steigerwald Gordon & Koch
Virginia
$233K +$224K +8,827 New
PCM
1218
Presidio Capital Management
California
$231K – – –
MMCM
1219
Murphy & Mullick Capital Management
New York
$231K – – –
MA
1220
MKT Advisors
California
$230K – – –
CISOA
1221
Capital Investment Services of America
Wisconsin
$228K – – –
DPI
1222
Diversified Portfolios Inc
Michigan
$226K -$6.6K -260 -3%
CCT
1223
Capital City Trust
Florida
$225K – – –
EWM
1224
Evercore Wealth Management
New York
$224K – – –
MWM
1225
Mattern Wealth Management
Kansas
$224K – – –