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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
851
Pinnacle Financial Partners (Georgia)
Georgia
$965K +$937K +32,798 New
CWA
852
CM Wealth Advisors
Ohio
$963K +$5.2K +182 +0.6%
CWA
853
Carolina Wealth Advisors
South Carolina
$962K -$54.1K -1,893 -5%
ICM
854
Intrepid Capital Management
Florida
$962K +$2.6K +91 +0.3%
SAM
855
SVRN Asset Management
Texas
$954K – – –
VVP
856
Venture Visionary Partners
Ohio
$943K +$1.2K +42 +0.1%
WMA
857
William Mack & Associates
Michigan
$943K +$915K +32,053 New
TF
858
Trek Financial
Arizona
$936K +$24.8K +867 +3%
RW
859
Rede Wealth
Virginia
$935K – – –
RIA
860
Regal Investment Advisors
Michigan
$928K -$117K -4,091 -11%
PAW
861
Plan A Wealth
Nebraska
$920K +$23.2K +812 +3%
Franklin Resources
862
Franklin Resources
California
$918K +$87.1K +3,051 +11%
FWMP
863
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$913K +$78.1K +2,735 +10%
KA
864
Klingman & Associates
New York
$906K – – –
CWA
865
Crux Wealth Advisors
California
$904K +$2.31K +81 +0.3%
FF
866
Francis Financial
$902K – – –
CFP
867
Cascade Financial Partners
California
$900K -$47.2K -1,653 -5%
ACA
868
Atlas Capital Advisors
Wyoming
$900K – – –
FBB
869
Fulton Breakefield Broenniman
Maryland
$900K – – –
CWM
870
Chesapeake Wealth Management
Virginia
$895K -$16.6K -580 -2%
WS
871
Wedbush Securities
California
$892K +$1.11K +39 +0.1%
DI
872
Disciplined Investors
Texas
$888K +$3.51K +123 +0.4%
CIA
873
Covington Investment Advisors
Pennsylvania
$887K -$6.6K -231 -0.8%
CFP
874
Catalyst Financial Partners
Massachusetts
$879K -$22.4K -783 -3%
DA
875
Drake & Associates
Wisconsin
$873K +$41.3K +1,445 +5%