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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
1326
Barnes Dennig Private Wealth Management
Ohio
$252K +$41.3K +1,445 +20%
EWM
1327
Evercore Wealth Management
New York
$251K – – –
MWM
1328
Mattern Wealth Management
Kansas
$250K – – –
AF
1329
Amara Financial
California
$250K +$600 +21 +0.2%
CWA
1330
Centennial Wealth Advisory
Michigan
$250K – – –
POIA
1331
Pin Oak Investment Advisors
Texas
$249K – – –
PG
1332
Prostatis Group
Maryland
$249K +$9.45K +331 +4%
LB
1333
Legacy Bridge
Iowa
$248K – – –
BIG
1334
Brookwood Investment Group
Arizona
$247K -$8.48K -297 -3%
RWC
1335
Rare Wolf Capital
Washington
$247K – – –
BDFN
1336
Bond & Devick Financial Network
Minnesota
$247K – – –
CWS
1337
Cypress Wealth Services
California
$247K +$114 +4 +0%
GSC
1338
G&S Capital
Colorado
$246K +$239K +8,359 New
WA
1339
WP Advisors
California
$245K +$2.37K +83 +1%
TLFA
1340
True Link Financial Advisors
California
$244K +$96.3K +3,373 +69%
PP
1341
PDS Planning
Ohio
$242K +$38.3K +1,342 +19%
MCA
1342
MSH Capital Advisors
Arizona
$240K +$371 +13 +0.2%
OMIC
1343
Old Mission Investment Co
Michigan
$239K +$232K +8,129 New
BCMLT
1344
Beacon Capital Management LLC (Tennessee)
Tennessee
$238K -$194K -6,790 -46%
WCM
1345
Wealthcare Capital Management
Virginia
$238K -$1.08M -37,651 -82%
TPWA
1346
TRUE Private Wealth Advisors
Oregon
$237K -$127K -4,463 -36%
BSSFA
1347
Baron Silver Stevens Financial Advisors
Florida
$236K – – –
SCM
1348
Sunbeam Capital Management
Georgia
$236K +$600 +21 +0.3%
DOA
1349
D'Orazio & Associates
Virginia
$235K +$57 +2 +0%
QWM
1350
Quadcap Wealth Management
Texas
$233K – – –