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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRWM
1276
Shira Ridge Wealth Management
California
$250K – – –
RFA
1277
Rollins Financial Advisors
New York
$249K +$20.5K +763 +9%
SW
1278
SMART Wealth
Nebraska
$249K +$1.34K +50 +0.5%
HNWAG
1279
High Net Worth Advisory Group
Florida
$249K -$12.8K -476 -5%
PWA
1280
Perspective Wealth Advisors
Colorado
$249K +$40K +1,492 +18%
IF
1281
Intrua Financial
Texas
$248K +$21.7K +809 +9%
GWP
1282
Gateway Wealth Partners
Wisconsin
$247K +$259K +9,646 New
BPW
1283
Bingham Private Wealth
California
$246K +$257K +9,599 New
CFO
1284
Collective Family Office
Pennsylvania
$246K -$8.05K -300 -3%
Stephens Inc
1285
Stephens Inc
Arkansas
$246K -$72.5K -2,704 -22%
BSG
1286
Black Swift Group
Colorado
$246K – – –
SPG
1287
Strategic Planning Group
Utah
$245K +$724 +27 +0.3%
GSWM
1288
Golden State Wealth Management
California
$244K -$1.82K -68 -0.7%
FSBI
1289
Fearless Solutions (Best Invest)
Texas
$243K -$6.28K -234 -2%
PMSA
1290
Patrick M. Sweeney & Associates
Illinois
$243K +$27 +1 +0%
PWC
1291
Pathfinder Wealth Consulting
North Carolina
$243K -$2.68K -100 -1%
SB
1292
Strategic Blueprint
Georgia
$242K +$23.3K +867 +10%
HP
1293
Haven Private
Florida
$242K – – –
EPM
1294
Elm Partners Management
Pennsylvania
$242K +$54 +2 +0%
SAA
1295
Southeast Asset Advisors
Georgia
$241K – – –
Boston Partners
1296
Boston Partners
Massachusetts
$241K – – –
DBFM
1297
Dickmeyer Boyce Financial Management
Indiana
$241K +$252K +9,405 New
MAG
1298
M3 Advisory Group
Massachusetts
$241K – – –
VA
1299
VestGen Advisors
Illinois
$240K -$134K -4,981 -38%
Welch Group
1300
Welch Group
Alabama
$240K – – –