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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
1201
Warner Financial
Maryland
$299K +$912 +34 +0.3%
SS
1202
Sound Stewardship
Kansas
$297K -$85.7K -3,195 -22%
CAG
1203
Curtis Advisory Group
California
$297K -$59.8K -2,230 -16%
BA
1204
Bluesphere Advisors
Pennsylvania
$295K +$309K +11,523 New
QP
1205
Quartz Partners
New York
$294K +$20.6K +768 +7%
Koshinski Asset Management
1206
Koshinski Asset Management
Illinois
$294K -$4.67K -174 -1%
PGIM Custom Harvest
1207
PGIM Custom Harvest
New Jersey
$293K +$33.1K +1,235 +12%
B
1208
BetterWealth
California
$293K +$307K +11,430 New
AA
1209
Auctus Advisors
North Carolina
$293K – – –
SWP
1210
Strategic Wealth Partners
Ohio
$292K -$5.61K -209 -2%
DIM
1211
Delta Investment Management
California
$292K +$33.7K +1,258 +12%
GTS Securities
1212
GTS Securities
Florida
$292K +$305K +11,380 New
Geneos Wealth Management
1213
Geneos Wealth Management
Colorado
$292K -$19.4K -725 -6%
GM
1214
GeoWealth Management
Illinois
$290K +$7.05K +263 +2%
SIAS
1215
Summit Investment Advisory Services
Minnesota
$289K – – –
AWM
1216
Accel Wealth Management
Iowa
$289K +$536 +20 +0.2%
Index Fund Advisors
1217
Index Fund Advisors
California
$287K +$7.16K +267 +2%
OFS
1218
OneAscent Financial Services
Alabama
$286K +$44.1K +1,643 +17%
Cary Street Partners
1219
Cary Street Partners
Virginia
$286K -$130K -4,846 -30%
SF
1220
Symphony Financial
Texas
$285K -$19.8K -738 -6%
Qube Research & Technologies (QRT)
1221
Qube Research & Technologies (QRT)
United Kingdom
$284K -$603K -22,472 -67%
PWA
1222
Physician Wealth Advisors
Utah
$283K +$1.07K +40 +0.4%
EIG
1223
Ellenbecker Investment Group
Wisconsin
$283K -$7.32K -273 -2%
FFG
1224
Fiduciary Financial Group
California
$282K +$25.2K +939 +9%
PIAS
1225
PCA Investment Advisory Services
Ohio
$282K +$295K +10,995 New