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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
1251
Delta Investment Management
California
$273K +$427 +16 +0.2%
FFG
1252
Fiduciary Financial Group
California
$271K +$721 +27 +0.3%
LI
1253
LifeWealth Investments
Florida
$270K +$268K +10,047 New
CS
1254
Crescent Sterling
Louisiana
$269K +$2.4K +90 +0.9%
FPW
1255
Fairvoy Private Wealth
Alabama
$269K -$10.1K -380 -4%
SFWA
1256
Summit Financial Wealth Advisors
Louisiana
$268K +$4.94K +185 +2%
KA
1257
Kovack Advisors
Florida
$268K +$266K +9,960 New
JDLA
1258
J. Derek Lewis & Associates
California
$268K +$266K +9,956 New
JSA
1259
Jim Saulnier & Associates
Colorado
$268K -$228K -8,520 -46%
CFO
1260
Collective Family Office
Pennsylvania
$266K -$9.21K -345 -3%
OC
1261
Opal Capital
Florida
$266K +$265K +9,928 New
SM
1262
Sensible Money
Arizona
$266K – – –
SL
1263
Salomon & Ludwin
Virginia
$266K – – –
BFG
1264
Beacon Financial Group
Texas
$266K – – –
MSR
1265
Main Street Research
Connecticut
$265K -$125K -4,696 -32%
SSCA
1266
South Shore Capital Advisors
Massachusetts
$265K +$263K +9,833 New
PF
1267
Penney Financial
Texas
$264K – – –
SWM
1268
Segment Wealth Management
Texas
$263K – – –
WWMSC
1269
Wagner Wealth Management (South Carolina)
South Carolina
$262K +$908 +34 +0.3%
SRWM
1270
Shira Ridge Wealth Management
California
$262K – – –
FSBI
1271
Fearless Solutions (Best Invest)
Texas
$262K -$1.28K -48 -0.5%
EPM
1272
Elm Partners Management
Pennsylvania
$261K -$14.7K -551 -5%
SW
1273
SMART Wealth
Nebraska
$260K +$258K +9,673 New
AO
1274
Advisor OS
Illinois
$260K +$17.4K +652 +7%
Capital Wealth Planning
1275
Capital Wealth Planning
Florida
$259K -$2.27K -85 -0.9%