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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWS
426
FinDec Wealth Services
California
$602K +$3.62K +141 +0.6%
Brighton Jones LLC
427
Brighton Jones LLC
Washington
$598K -$162K -6,303 -22%
Plancorp LLC
428
Plancorp LLC
Missouri
$598K – – –
Stifel Financial
429
Stifel Financial
Missouri
$598K +$111K +4,302 +24%
Old National Bancorp
430
Old National Bancorp
Indiana
$597K – – –
IAS
431
IMA Advisory Services
Colorado
$588K +$564K +21,954 New
GG
432
Greenwood Gearhart
Arkansas
$579K +$2.23K +87 +0.4%
MGWM
433
Marks Group Wealth Management
Minnesota
$578K – – –
SSW
434
Stone Summit Wealth
Florida
$565K – – –
VF
435
Vawter Financial
Ohio
$562K – – –
Donaldson Capital Management
436
Donaldson Capital Management
Indiana
$560K +$22.7K +885 +4%
RWP
437
Revolve Wealth Partners
New Jersey
$559K -$30.3K -1,179 -5%
CIR
438
Clear Investment Research
Georgia
$557K – – –
BBW
439
Blue Barn Wealth
Utah
$551K +$5.01K +195 +1%
BMCM
440
Bryn Mawr Capital Management
Pennsylvania
$551K -$3.85K -150 -0.7%
MAG
441
Mayfair Advisory Group
Alabama
$535K – – –
Alpha Cubed Investments
442
Alpha Cubed Investments
California
$533K -$1.6M -62,469 -76%
GC
443
Gilbert & Cook
Iowa
$532K – – –
PA
444
Prism Advisors
California
$526K – – –
CFFP
445
Center for Financial Planning
Michigan
$523K – – –
RA
446
Resolute Advisors
California
$521K +$500K +19,467 New
C
447
CEDRUS
Colorado
$521K -$12.2K -474 -2%
WFA
448
WMG Financial Advisors
Tennessee
$517K +$23.7K +924 +5%
Western Wealth Management
449
Western Wealth Management
Colorado
$513K +$492K +19,143 New
SBIA
450
Sheaff Brock Investment Advisors
Indiana
$513K -$16.2K -630 -3%