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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
501
Sterling Financial Planning
New Jersey
$17K +$62 +3 +0.4%
Ancora Advisors
502
Ancora Advisors
Ohio
$16K +$187 +9 +1%
LDFR
503
Lehman & Derafelo Financial Resources
Pennsylvania
$14K – – –
MWC
504
MBM Wealth Consultants
Missouri
$14K – – –
EIP
505
Ellis Investment Partners
Pennsylvania
$14K +$62 +3 +0.5%
EP
506
Eudaimonia Partners
Tennessee
$13K -$192K -9,234 -94%
COCM
507
Charter Oak Capital Management
New Hampshire
$12K – – –
Fifth Third Bancorp
508
Fifth Third Bancorp
Ohio
$11K – – –
BAM
509
Barrett Asset Management
New York
$10K – – –
CWA
510
Carolina Wealth Advisors
South Carolina
$10K +$625 +30 +7%
Kayne Anderson Rudnick Investment Management
511
Kayne Anderson Rudnick Investment Management
California
$10K +$9.31K +447 New
O'Shaughnessy Asset Management
512
O'Shaughnessy Asset Management
Connecticut
$10K +$9.62K +462 New
HIA
513
Harbor Investment Advisory
Maryland
$8K – – –
CMA
514
Cedar Mountain Advisors
Oregon
$7K -$1.06K -51 -14%
AWM
515
Aberdeen Wealth Management
Illinois
$7K – – –
ME
516
McIlrath & Eck
Washington
$7K – – –
SWA
517
Sutton Wealth Advisors
Florida
$6.01K – – –
Central Trust Company
518
Central Trust Company
Missouri
$6K – – –
VNA
519
Valley National Advisers
Pennsylvania
$6K – – –
PIP
520
Peachtree Investment Partners
Florida
$5K -$62 -3 -1%
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +240 New
MAM
522
Meeder Asset Management
Ohio
$4K – – –
BAM
523
Bellevue Asset Management
Washington
$3K – – –
LB
524
Legacy Bridge
Iowa
$3K – – –
BC
525
Barnett & Company
Tennessee
$2K – – –