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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
526
Oarsman Capital
Wisconsin
$477K +$17.8K +627 +4%
Blue Trust Inc
527
Blue Trust Inc
Georgia
$477K +$2.19K +77 +0.5%
PC
528
Payne Capital
Oregon
$474K +$462K +16,266 New
CBA
529
Coastal Bridge Advisors
Connecticut
$473K -$19.9K -700 -4%
Smith Salley Wealth Management
530
Smith Salley Wealth Management
North Carolina
$468K – – –
Daymark Wealth Partners
531
Daymark Wealth Partners
Ohio
$466K +$455K +16,000 New
JPLA
532
Joseph P. Lucia & Associates
New York
$464K – – –
Capital Analysts LLC
533
Capital Analysts LLC
Pennsylvania
$463K +$23.1K +814 +5%
TCM
534
TruNorth Capital Management
Michigan
$462K – – –
SWM
535
Schwallier Wealth Management
Michigan
$460K +$41.5K +1,461 +10%
CIBC Private Wealth Group
536
CIBC Private Wealth Group
Georgia
$460K -$1.39K -49 -0.3%
BW
537
Basepoint Wealth
Iowa
$459K +$2.27K +80 +0.5%
TF
538
Theory Financial
Colorado
$456K – – –
SIA
539
Soltis Investment Advisors
Utah
$455K – – –
PIN
540
Prudent Investors Network
California
$452K – – –
VH
541
Visionary Horizons
Tennessee
$451K +$440K +15,499 New
SPA
542
Sentinel Pension Advisors
Massachusetts
$443K +$86.7K +3,051 +25%
SageView Advisory Group
543
SageView Advisory Group
California
$443K -$15.4K -542 -3%
FA
544
Fountainhead AM
New Jersey
$442K +$8.04K +283 +2%
PGAM
545
Princeton Global Asset Management
New Jersey
$440K – – –
WP
546
Wealthspan Partners
Iowa
$440K -$11.1K -392 -3%
VCP
547
Vista Capital Partners
Oregon
$439K -$5.57K -196 -1%
AWM
548
Accurate Wealth Management
Florida
$439K +$4.01K +141 +0.9%
RIM
549
Rockbridge Investment Management
New York
$437K – – –
CIA
550
Cascade Investment Advisors
Oregon
$434K – – –