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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
876
Wealthfront Advisers
California
$753K +$494K +18,418 +168%
TWM
877
Tanglewood Wealth Management
Texas
$750K +$27 +1 +0%
TCBWMS
878
Texas Capital Bank Wealth Management Services
Texas
$750K
PFA
879
Perryman Financial Advisory
Texas
$749K +$3.3K +123 +0.4%
CA
880
Continuum Advisory
Idaho
$748K -$6.6K -246 -0.8%
BFC
881
Bedel Financial Consulting
Indiana
$747K -$5.37K -200 -0.7%
SPP
882
Single Point Partners
Massachusetts
$745K
IPWA
883
International Private Wealth Advisors
California
$738K -$287K -10,716 -27%
TC
884
TFR Capital
Texas
$733K -$1.42K -53 -0.2%
LF
885
LifePlan Financial
Minnesota
$732K -$46.8K -1,743 -6%
SAFS
886
S&A Financial Services
Kansas
$731K +$765K +28,520 New
SG
887
StoneX Group
New York
$731K -$245K -9,126 -24%
RIS
888
Retirement Income Solutions
Michigan
$730K
GI
889
GS Investments
Minnesota
$729K
FWMP
890
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$726K
DA
891
Drake & Associates
Wisconsin
$724K +$111K +4,148 +17%
Franklin Resources
892
Franklin Resources
California
$721K -$330K -12,306 -30%
ICP
893
Impact Capital Partners
Colorado
$720K +$2.2K +82 +0.3%
BHWM
894
Beaird Harris Wealth Management
Texas
$718K +$1.91K +71 +0.3%
XT
895
XTX Topco
Cayman Islands
$717K -$236K -8,799 -24%
SMC
896
Smith, Moore & Co
Missouri
$717K
WFA
897
WestHill Financial Advisors
California
$715K -$15.9K -592 -2%
CA
898
CGN Advisors
Kansas
$710K -$675K -25,151 -48%
FA
899
Fiduciary Alliance
South Carolina
$705K -$10.2K -380 -1%
IF
900
Integrity Financial
Wyoming
$702K +$626K +23,340 +578%