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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
476
EPG Wealth Management
Georgia
$6K +$6.28K +324 New
HIA
477
Harbor Investment Advisory
Maryland
$5K +$4.36K +225 New
Arax Advisory Partners
478
Arax Advisory Partners
Colorado
$4K – – –
QCMNJ
479
Quantum Capital Management (New Jersey)
New Jersey
$4K – – –
SC
480
Stratford Consulting
Texas
$4K +$3.66K +189 New
Gradient Investments
481
Gradient Investments
Minnesota
$3K – – –
LB
482
Legacy Bridge
Iowa
$3K – – –
BAM
483
Bellevue Asset Management
Washington
$3K +$2.96K +153 New
GWMIA
484
Global Wealth Management Investment Advisory
Florida
$2K – – –
WAP
485
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
BC
486
Barnett & Company
Tennessee
$2K +$58 +3 +3%
CCMW
487
Cypress Capital Management (Wyoming)
Wyoming
$2K +$1.45K +75 New
SW
488
SVB Wealth
Massachusetts
$2K +$1.57K +81 New
CI
489
Cordant Inc
Oregon
$2K +$1.8K +93 New
WQ
490
Wealth Quarterback
New Jersey
$1.15K +$3.3M +170,493 New
NC
491
NewSquare Capital
Pennsylvania
$1K -$58 -3 -10%
JFA
492
JNBA Financial Advisors
Minnesota
$1K – – –
SIM
493
Sonora Investment Management
Arizona
$1K – – –
G
494
Gainplan
Michigan
– -$87M -4,598,172 Closed
Goldman Sachs
495
Goldman Sachs
New York
– -$34M -1,800,000 Closed
World Investment Advisors
496
World Investment Advisors
California
– -$8.81M -465,720 Closed
MCIA
497
Mountain Capital Investment Advisors
Colorado
– -$7.39M -390,579 Closed
BP
498
BBR Partners
New York
– -$2.07M -109,590 Closed
WA
499
WESPAC Advisors
California
– -$1.36M -71,718 Closed
Manulife (Manufacturers Life Insurance)
500
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$1.23M -65,118 Closed