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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1301
Inlight Wealth Management
Georgia
$239K – – –
JFGIW
1302
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$239K -$7.3K -272 -3%
CSA
1303
Cottage Street Advisors
Massachusetts
$238K +$671 +25 +0.3%
PWMAG
1304
Pinnacle Wealth Management Advisory Group
New Jersey
$238K – – –
HCMG
1305
Howard Capital Management Group
California
$237K – – –
PCA
1306
Purkiss Capital Advisors
Connecticut
$235K -$6.22K -232 -2%
SIAP
1307
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$234K +$2.95K +110 +1%
CIAS
1308
Capital Investment Advisory Services
North Carolina
$234K +$2.79K +104 +1%
CA
1309
Centennial Advisors
Texas
$232K +$243K +9,055 New
PGF
1310
Plan Group Financial
Oklahoma
$232K +$242K +9,031 New
IWN
1311
Independent Wealth Network
Iowa
$231K +$32.3K +1,205 +15%
OC
1312
Oakworth Capital
Alabama
$231K – – –
SSA
1313
Sierra Summit Advisors
Nevada
$230K – – –
DWM
1314
Ducere Wealth Management
California
$228K +$37.3K +1,390 +18%
BCP
1315
Berkeley Capital Partners
Georgia
$228K -$11.2K -418 -4%
LDB
1316
Lee, Danner & Bass
Tennessee
$228K – – –
MA
1317
MKT Advisors
California
$226K – – –
BMWS
1318
Brady Martz Wealth Solutions
North Dakota
$225K +$236K +8,794 New
EWM
1319
Elevation Wealth Management
Minnesota
$225K -$49.4K -1,840 -17%
PCM
1320
Presidio Capital Management
California
$225K – – –
RIM
1321
RW Investment Management
Idaho
$224K +$235K +8,754 New
Busey Bank
1322
Busey Bank
Illinois
$224K +$234K +8,721 New
BIG
1323
Brookwood Investment Group
Arizona
$223K +$233K +8,700 New
CISOA
1324
Capital Investment Services of America
Wisconsin
$222K – – –
SFG
1325
SageGuard Financial Group
Tennessee
$221K -$243K -9,065 -51%