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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
376
Mark Sheptoff Financial Planning
Connecticut
$38K – – –
SFG
377
SevenBridge Financial Group
Pennsylvania
$38K +$37.8K +2,046 New
HDIM
378
Hanson & Doremus Investment Management
Vermont
$32K – – –
Steward Partners Investment Advisory
379
Steward Partners Investment Advisory
New York
$29K +$28.7K +1,551 New
LDFR
380
Lehman & Derafelo Financial Resources
Pennsylvania
$26K – – –
CIA
381
Cascade Investment Advisors
Oregon
$24.7K +$24.4K +1,320 New
MDCM
382
Morgan Dempsey Capital Management
Wisconsin
$22K – – –
JP Morgan Chase
383
JP Morgan Chase
New York
$18K +$16.2K +879 +1,221%
FIA
384
FNY Investment Advisers
New York
$18K +$18K +972 New
NC
385
NewSquare Capital
Pennsylvania
$16K – – –
RCA
386
Rowland Carmichael Advisors
Arizona
$16K – – –
LFG
387
LifePlan Financial Group
Ohio
$16K +$721 +39 +5%
BFC
388
Bedel Financial Consulting
Indiana
$14K – – –
MWC
389
MBM Wealth Consultants
Missouri
$13K – – –
UBS AM
390
UBS AM
Illinois
$12.4K +$12.2K +660 New
CMBA
391
C.M. Bidwell & Associates
Hawaii
$10K – – –
SWA
392
Sutton Wealth Advisors
Florida
$9.1K – – –
SWP
393
Strategic Wealth Partners
Ohio
$9K -$15.6K -843 -63%
VNA
394
Valley National Advisers
Pennsylvania
$8K -$7.65K -414 -48%
Rockefeller Capital Management
395
Rockefeller Capital Management
New York
$8K +$3.83K +207 +88%
William Blair & Company
396
William Blair & Company
Illinois
$7K -$651K -35,244 -99%
Allworth Financial
397
Allworth Financial
California
$7K -$123K -6,654 -95%
AIA
398
Armor Investment Advisors
North Carolina
$7K – – –
Deutsche Bank
399
Deutsche Bank
Germany
$6K -$4.49K -243 -41%
ME
400
McIlrath & Eck
Washington
$6K – – –