Sowell Financial Services’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Sowell Financial Services’s Portfolio TPLC Stock Details TPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.4M	Buy	73,233 +9,187	+14%	+$436K	0.13%	177
2025 Q4	$2.91M	Sell	64,046 -154	-0.2%	-$7.04K	0.11%	197
2025 Q3	$2.97M	Buy	+64,200	New	+$2.93M	0.11%	189
2022 Q1	–	Sell	-18,576	Closed	-$719K	–	491
2021 Q4	$719K	Sell	18,576 -3,269	-15%	-$121K	0.04%	380
2021 Q3	$761K	Buy	+21,845	New	+$783K	0.05%	333
2021 Q2	–	Sell	-1,385	Closed	-$48K	–	2523
2021 Q1	$48K	Sell	1,385 -1,205	-47%	-$38.4K	﹤0.01%	1676
2020 Q4	$80K	Buy	2,590 +1,164	+82%	+$33.9K	﹤0.01%	1239
2020 Q3	$38K	Buy	+1,426	New	+$37.7K	﹤0.01%	1310

Other funds holding TPLC

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return