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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
876
WealthPLAN Partners
Nebraska
$797K -$19.5K -729 -2%
BA
877
Bridgewater Advisors
New York
$796K -$27K -1,010 -3%
TA
878
TrueWealth Advisors
Alabama
$795K -$5.34K -200 -0.7%
CA
879
Continuum Advisory
Idaho
$791K -$40.6K -1,520 -5%
BFC
880
Bedel Financial Consulting
Indiana
$789K -$19.5K -729 -2%
TWM
881
Tanglewood Wealth Management
Texas
$787K -$27 -1 -0%
TCBWMS
882
Texas Capital Bank Wealth Management Services
Texas
$787K +$781K +29,246 New
CIM
883
Catalyst Investment Management
New Hampshire
$786K +$780K +29,218 New
First Financial Bankshares
884
First Financial Bankshares
Texas
$785K -$90.1K -3,375 -10%
PFA
885
Perryman Financial Advisory
Texas
$783K +$777K +29,092 New
SPP
886
Single Point Partners
Massachusetts
$782K – – –
LRPA
887
L. Roy Papp & Associates
Arizona
$773K – – –
TC
888
TFR Capital
Texas
$771K +$1.42K +53 +0.2%
HWA
889
HCR Wealth Advisors
California
$769K +$36.3K +1,358 +5%
WFA
890
WestHill Financial Advisors
California
$767K – – –
RIS
891
Retirement Income Solutions
Michigan
$766K – – –
GI
892
GS Investments
Minnesota
$765K – – –
FWMP
893
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$762K – – –
ICP
894
Impact Capital Partners
Colorado
$753K +$2.22K +83 +0.3%
SMC
895
Smith, Moore & Co
Missouri
$753K +$3.52K +132 +0.5%
BHWM
896
Beaird Harris Wealth Management
Texas
$751K +$32.4K +1,214 +5%
M&T Bank
897
M&T Bank
New York
$745K -$2.16K -81 -0.3%
DWA
898
Delap Wealth Advisory
Oregon
$744K +$490K +18,362 +197%
PPF
899
Pacific Park Financial
California
$737K +$731K +27,380 New
CFP
900
Cypress Financial Planning
New Jersey
$736K -$87.9K -3,292 -11%