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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
1226
Intrua Financial
Texas
$325K +$39.1K +1,369 +14%
FFG
1227
Fortem Financial Group
California
$324K +$3.6K +126 +1%
IDA
1228
Intelligence Driven Advisers
California
$324K +$314K +11,001 New
SFWA
1229
Summit Financial Wealth Advisors
Louisiana
$321K +$19.7K +689 +7%
WB
1230
Webster Bank
Connecticut
$320K – – –
ODIJL
1231
One Day In July LLC
Vermont
$320K – – –
FPF
1232
First Pacific Financial
Washington
$319K +$219K +7,659 +240%
FFG
1233
Fiduciary Financial Group
California
$319K -$4.71K -165 -2%
MWM
1234
Maridea Wealth Management
New York
$319K +$309K +10,826 New
FIC
1235
Family Investment Center
Missouri
$318K +$942 +33 +0.3%
LWPC
1236
Legacy Wealth Partners (Colorado)
Colorado
$317K +$742 +26 +0.2%
WHCFA
1237
William Howard & Co Financial Advisors
Tennessee
$317K +$800 +28 +0.3%
WA
1238
Waterford Advisors
New York
$317K – – –
RAM
1239
Riggs Asset Management
Pennsylvania
$315K +$306K +10,705 New
JSA
1240
Jim Saulnier & Associates
Colorado
$313K +$304K +10,647 New
WAM
1241
Weatherly Asset Management
California
$313K -$29 -1 -0%
SAM
1242
SP Asset Management
California
$312K +$57 +2 +0%
BFG
1243
Beacon Financial Group
Texas
$312K – – –
SC
1244
Syon Capital
California
$311K – – –
WCM
1245
WealthBridge Capital Management
Ohio
$310K +$543 +19 +0.2%
GWAM
1246
Guardian Wealth Advisors (Minnesota)
Minnesota
$310K – – –
EFM
1247
Eley Financial Management
Vermont
$309K – – –
PAM
1248
Pegasus Asset Management
New York
$309K -$99.9K -3,500 -25%
CSP
1249
Cary Street Partners
Virginia
$308K -$18.8K -660 -6%
SFC
1250
Swisher Financial Concepts
Ohio
$308K – – –