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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
851
William Mack & Associates
Michigan
$943K +$915K +32,053 New
TF
852
Trek Financial
Arizona
$936K +$24.8K +867 +3%
RW
853
Rede Wealth
Virginia
$935K
RIA
854
Regal Investment Advisors
Michigan
$928K -$117K -4,091 -11%
PAW
855
Plan A Wealth
Nebraska
$920K +$23.2K +812 +3%
Franklin Resources
856
Franklin Resources
California
$918K +$87.1K +3,051 +11%
FWMP
857
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$913K +$78.1K +2,735 +10%
KA
858
Klingman & Associates
New York
$906K
CWA
859
Crux Wealth Advisors
California
$904K +$2.31K +81 +0.3%
FF
860
Francis Financial
$902K
CFP
861
Cascade Financial Partners
California
$900K -$47.2K -1,653 -5%
ACA
862
Atlas Capital Advisors
Wyoming
$900K
FBB
863
Fulton Breakefield Broenniman
Maryland
$900K
CWM
864
Chesapeake Wealth Management
Virginia
$895K -$16.6K -580 -2%
WS
865
Wedbush Securities
California
$892K +$1.11K +39 +0.1%
DI
866
Disciplined Investors
Texas
$888K +$3.51K +123 +0.4%
CIA
867
Covington Investment Advisors
Pennsylvania
$887K -$6.6K -231 -0.8%
CFP
868
Catalyst Financial Partners
Massachusetts
$879K -$22.4K -783 -3%
DA
869
Drake & Associates
Wisconsin
$873K +$41.3K +1,445 +5%
HWA
870
HCR Wealth Advisors
California
$873K
SPP
871
Single Point Partners
Massachusetts
$873K +$17.1K +599 +2%
ATI
872
ARK & TLK Investments
Oklahoma
$868K
LA
873
Lifeworks Advisors
Michigan
$862K +$158K +5,528 +23%
TWM
874
Tanglewood Wealth Management
Texas
$861K -$29 -1 -0%
TCBWMS
875
Texas Capital Bank Wealth Management Services
Texas
$861K