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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
451
Sonora Investment Management
Arizona
$1K – – –
SW
452
SVB Wealth
Massachusetts
$1K – – –
Clearstead Advisors
453
Clearstead Advisors
Ohio
$1K +$1.21K +66 New
CFFP
454
Center for Financial Planning
Michigan
$1K +$1.54K +84 New
PFG
455
Piershale Financial Group
Illinois
– -$17.3M -864,135 Closed
ECML
456
Eagle Capital Management (Louisiana)
Louisiana
– -$8.91M -444,690 Closed
RA
457
Riversedge Advisors
Delaware
– -$4.98M -248,526 Closed
BWA
458
BlueSky Wealth Advisors
North Carolina
– -$4.76M -236,874 Closed
JFGLC
459
Johnson Financial Group LLC (Colorado)
Colorado
– -$3.35M -167,301 Closed
BCP
460
Blackhawk Capital Partners
Wisconsin
– -$2.77M -146,769 Closed
HA
461
HC Advisors
Georgia
– -$2.88M -143,913 Closed
Bank of New York Mellon
462
Bank of New York Mellon
New York
– -$2.54M -126,741 Closed
Independent Advisor Alliance
463
Independent Advisor Alliance
North Carolina
– -$2.28M -113,907 Closed
Baker Avenue Asset Management
464
Baker Avenue Asset Management
California
– -$2.06M -102,600 Closed
WI
465
Wintrust Investments
Illinois
– -$1.84M -91,785 Closed
EGWAG
466
Elwood & Goetz Wealth Advisory Group
Georgia
– -$1.73M -86,508 Closed
GSWM
467
Golden State Wealth Management
California
– -$1.39M -69,483 Closed
AOWM
468
Alpha Omega Wealth Management
Virginia
– -$1.21M -60,294 Closed
Renaissance Technologies
469
Renaissance Technologies
New York
– -$1.15M -57,300 Closed
MWA
470
MFA Wealth Advisors
Pennsylvania
– -$1.08M -53,874 Closed
Belpointe Asset Management
471
Belpointe Asset Management
Nevada
– -$762K -38,019 Closed
IIC
472
Integrated Investment Consultants
Michigan
– -$688K -34,341 Closed
NWS
473
Newport Wealth Strategies
California
– -$684K -34,311 Closed
MWM
474
MinichMacGregor Wealth Management
New York
– -$636K -31,764 Closed
RIA
475
Regal Investment Advisors
Michigan
– -$571K -28,503 Closed