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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1301
Prairie Advisory
Kansas
$273K +$265K +9,282 New
HCMG
1302
Howard Capital Management Group
California
$272K – – –
PCA
1303
Purkiss Capital Advisors
Connecticut
$270K – – –
SIAP
1304
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$270K +$885 +31 +0.3%
DBIA
1305
Dumont & Blake Investment Advisors
New Jersey
$269K -$24.9K -873 -9%
CIAS
1306
Capital Investment Advisory Services
North Carolina
$266K -$2.34K -82 -0.9%
Lazard Asset Management
1307
Lazard Asset Management
New York
$265K -$3.37M -117,942 -93%
OFI
1308
Outbound Financial Inc
Colorado
$263K +$255K +8,941 New
CSA
1309
Cottage Street Advisors
Massachusetts
$263K -$9.94K -348 -4%
HP
1310
Haven Private
Florida
$263K -$14.4K -504 -5%
LDB
1311
Lee, Danner & Bass
Tennessee
$262K -$200 -7 -0.1%
PFGIA
1312
Patriot Financial Group Insurance Agency
Massachusetts
$259K -$126K -4,412 -33%
PCM
1313
Presidio Capital Management
California
$258K – – –
GAA
1314
Global Assets Advisory
Florida
$258K +$250K +8,749 New
FSBI
1315
Fearless Solutions (Best Invest)
Texas
$258K -$20.9K -732 -8%
RIM
1316
RW Investment Management
Idaho
$258K – – –
BB
1317
Busey Bank
Illinois
$257K – – –
MA
1318
MKT Advisors
California
$256K – – –
MSF
1319
Mustard Seed Financial
Arkansas
$256K +$248K +8,695 New
DWM
1320
Ducere Wealth Management
California
$255K -$6.48K -227 -3%
CISOA
1321
Capital Investment Services of America
Wisconsin
$255K – – –
IWMO
1322
Integrated Wealth Management (Ohio)
Ohio
$255K -$221K -7,748 -47%
SFG
1323
SageGuard Financial Group
Tennessee
$255K +$628 +22 +0.3%
RCP
1324
Roan Capital Partners
Tennessee
$255K +$657 +23 +0.3%
DPI
1325
Diversified Portfolios Inc
Michigan
$253K +$57 +2 +0%