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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
426
C.M. Bidwell & Associates
Hawaii
$8K +$110 +6 +1%
SWA
427
Sutton Wealth Advisors
Florida
$7.17K – – –
CWA
428
Carolina Wealth Advisors
South Carolina
$7K -$9.9K -540 -55%
CAAS
429
Capital Asset Advisory Services
Michigan
$7K -$1.98K -108 -20%
BAM
430
Barrett Asset Management
New York
$7K – – –
CMA
431
Cedar Mountain Advisors
Oregon
$7K – – –
TAM
432
Townsend Asset Management
North Carolina
$7K +$110 +6 +1%
VNA
433
Valley National Advisers
Pennsylvania
$6K – – –
SC
434
Stratford Consulting
Texas
$6K +$3.63K +198 +105%
Allworth Financial
435
Allworth Financial
California
$5K – – –
AIA
436
Armor Investment Advisors
North Carolina
$5K – – –
ME
437
McIlrath & Eck
Washington
$5K – – –
PIP
438
Peachtree Investment Partners
Florida
$4K – – –
WAP
439
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.25K +177 +144%
O'Shaughnessy Asset Management
440
O'Shaughnessy Asset Management
Connecticut
$4K +$5.45K +297 New
LWM
441
Liberty Wealth Management
California
$3K -$1.38K -75 -25%
Arax Advisory Partners
442
Arax Advisory Partners
Colorado
$3K – – –
HIA
443
Harbor Investment Advisory
Maryland
$3K – – –
VCM
444
Versant Capital Management
Arizona
$2K -$58.7K -3,204 -96%
BC
445
Barnett & Company
Tennessee
$2K – – –
LB
446
Legacy Bridge
Iowa
$2K – – –
TL
447
TrueWealth LLC
Georgia
$1K -$58.3K -3,180 -98%
CCMW
448
Cypress Capital Management (Wyoming)
Wyoming
$1K – – –
GWMIA
449
Global Wealth Management Investment Advisory
Florida
$1K – – –
JFA
450
JNBA Financial Advisors
Minnesota
$1K – – –