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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1601
Wilkerson Advisory Group
Missouri
$1.81K – – –
BW
1602
Basepoint Wealth
Iowa
$1.27K +$1.23K +43 New
CCMI
1603
Creative Capital Management Investments
California
$1.09K -$3.54K -124 -77%
RPA
1604
Redwood Park Advisors
California
$834 – – –
SN
1605
Sittner & Nelson
Oregon
$707 – – –
FF
1606
Friedenthal Financial
New Jersey
$619 – – –
AI
1607
Atomic Invest
New York
$351 -$29 -1 -8%
PWAM
1608
Private Wealth Asset Management
Iowa
$324 – – –
SFG
1609
Strive Financial Group
Indiana
$59 +$57 +2 New
BWP
1610
BlueStem Wealth Partners
Minnesota
– -$18.8M -733,431 Closed
VCM
1611
Vivaldi Capital Management
Illinois
– -$14.2M -552,463 Closed
Tudor Investment Corp
1612
Tudor Investment Corp
Connecticut
– -$7.56M -294,754 Closed
CG
1613
Cynosure Group
Utah
– -$7.29M -282,868 Closed
WP
1614
WealthShield Partners
North Carolina
– -$2.77M -107,966 Closed
EW
1615
Evoke Wealth
California
– -$1.77M -68,839 Closed
VIA
1616
Victrix Investment Advisors
Florida
– -$1.76M -68,628 Closed
SI
1617
Seeds Investor
New York
– -$1.33M -48,590 Closed
GSEP
1618
Golden State Equity Partners
California
– -$1.15M -44,678 Closed
GC
1619
GatePass Capital
Ohio
– -$969K -37,778 Closed
QPWM
1620
Quadrant Private Wealth Management
Pennsylvania
– -$835K -32,579 Closed
4WM
1621
49 Wealth Management
Texas
– -$787K -30,712 Closed
XT
1622
XTX Topco
Cayman Islands
– -$717K -27,977 Closed
LW
1623
Linscomb Wealth
Texas
– -$675K -26,323 Closed
BOSSRA
1624
B.O.S.S. Retirement Advisors
Utah
– -$593K -23,132 Closed
FSA
1625
Fort Sheridan Advisors
Illinois
– -$569K -22,200 Closed