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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
476
Lehman & Derafelo Financial Resources
Pennsylvania
$13K – – –
MWC
477
MBM Wealth Consultants
Missouri
$13K – – –
RBC
478
Roble Belko & Company
Pennsylvania
$13K – – –
AIA
479
Armor Investment Advisors
North Carolina
$12K +$4.71K +252 +68%
Huntington National Bank
480
Huntington National Bank
Ohio
$11K – – –
COCM
481
Charter Oak Capital Management
New Hampshire
$11K +$9.93K +531 New
Fifth Third Bancorp
482
Fifth Third Bancorp
Ohio
$10K -$125K -6,684 -93%
KCM
483
Kathmere Capital Management
Pennsylvania
$10K – – –
Citigroup
484
Citigroup
New York
$10K +$5.22K +279 +112%
CWA
485
Carolina Wealth Advisors
South Carolina
$9K -$224 -12 -3%
BAM
486
Barrett Asset Management
New York
$9K – – –
Allworth Financial
487
Allworth Financial
California
$7K – – –
CMA
488
Cedar Mountain Advisors
Oregon
$7K – – –
HIA
489
Harbor Investment Advisory
Maryland
$7K – – –
ME
490
McIlrath & Eck
Washington
$7K – – –
CIAS
491
CBIZ Investment Advisory Services
Ohio
$6K – – –
AWM
492
Aberdeen Wealth Management
Illinois
$6K +$5.61K +300 New
SWA
493
Sutton Wealth Advisors
Florida
$5.48K -$953 -51 -16%
Central Trust Company
494
Central Trust Company
Missouri
$5K -$32.2K -1,725 -87%
VNA
495
Valley National Advisers
Pennsylvania
$5K -$2.41K -129 -33%
PIP
496
Peachtree Investment Partners
Florida
$5K +$4.77K +255 New
Arax Advisory Partners
497
Arax Advisory Partners
Colorado
$4K – – –
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
$4K +$56 +3 +1%
BAM
499
Bellevue Asset Management
Washington
$3K – – –
LB
500
Legacy Bridge
Iowa
$3K – – –