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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
276
West Paces Advisors
Georgia
$381K – – –
RG
277
Retirement Group
California
$380K +$371K +22,734 New
HWA
278
HHM Wealth Advisors
Tennessee
$373K +$196 +12 +0.1%
Avantax Advisory Services
279
Avantax Advisory Services
Texas
$363K -$25.8K -1,578 -7%
MGWM
280
Marks Group Wealth Management
Minnesota
$360K -$686 -42 -0.2%
Vanguard Capital Wealth Advisors
281
Vanguard Capital Wealth Advisors
Colorado
$355K +$347K +21,267 New
FWM
282
Frontier Wealth Management
Missouri
$353K -$315K -19,287 -48%
SBIA
283
Sheaff Brock Investment Advisors
Indiana
$353K – – –
Bartlett & Co
284
Bartlett & Co
Ohio
$348K +$196 +12 +0.1%
Bartlett & Co Wealth Management
285
Bartlett & Co Wealth Management
Ohio
$348K +$196 +12 +0.1%
AFA
286
Atlanta Financial Associates
Georgia
$341K +$88.7K +5,430 +36%
IB
287
Intrust Bank
Kansas
$336K -$130K -7,956 -28%
Advisory Services Network
288
Advisory Services Network
Georgia
$335K -$332K -20,364 -50%
Zacks Investment Management
289
Zacks Investment Management
Illinois
$333K -$31.6K -1,938 -9%
CIR
290
Clear Investment Research
Georgia
$327K +$80.5K +4,929 +34%
RCM
291
Radnor Capital Management
Pennsylvania
$326K – – –
VCP
292
Vista Capital Partners
Oregon
$326K +$2.45K +150 +0.8%
DW
293
Domani Wealth
Pennsylvania
$324K -$880K -53,871 -73%
EA
294
Elm Advisors
California
$321K – – –
NFG
295
Nations Financial Group
Iowa
$320K – – –
DWT
296
Dorsey & Whitney Trust
South Dakota
$319K – – –
SHA
297
Seneca House Advisors
Virginia
$317K -$14.8K -906 -5%
TD Ameritrade Investment Management
298
TD Ameritrade Investment Management
Nebraska
$316K -$168K -10,299 -35%
LF
299
LifeSteps Financial
California
$314K -$17K -1,044 -5%
NWS
300
Newport Wealth Strategies
California
$312K +$305K +18,690 New