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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wilmington Savings Fund Society
526
Wilmington Savings Fund Society
Delaware
$539K – – –
CIBC Private Wealth Group
527
CIBC Private Wealth Group
Georgia
$535K +$66.6K +2,280 +14%
CAM
528
Carret Asset Management
New York
$534K +$16.8K +575 +3%
ZF
529
Zhang Financial
Michigan
$531K +$2.34K +80 +0.4%
NorthRock Partners
530
NorthRock Partners
Minnesota
$530K +$614 +21 +0.1%
MHS
531
M Holdings Securities
Oregon
$530K +$524K +17,912 New
EPM
532
Elm Partners Management
Pennsylvania
$529K +$166K +5,666 +46%
HWA
533
Heritage Wealth Architects
Minnesota
$527K – – –
GA
534
Goldstein Advisors
Wisconsin
$527K +$14.2K +487 +3%
Fisher Asset Management
535
Fisher Asset Management
Washington
$524K +$517K +17,701 New
IFPL
536
Investments & Financial Planning LLC
Kentucky
$522K +$109K +3,738 +27%
Peapack-Gladstone Financial Corp
537
Peapack-Gladstone Financial Corp
New Jersey
$521K – – –
SFWC
538
Strategic Family Wealth Counselors
New Jersey
$520K – – –
TAP
539
Tounjian Advisory Partners
Florida
$510K +$2.78K +95 +0.6%
LIA
540
Lynx Investment Advisory
District of Columbia
$509K +$3.74K +128 +0.7%
SIA
541
SGL Investment Advisors
Montana
$504K +$48.9K +1,674 +12%
KFAS
542
Keating Financial Advisory Services
Kansas
$503K +$496K +16,977 New
Facet Wealth Inc
543
Facet Wealth Inc
Maryland
$501K +$197K +6,732 +71%
OC
544
Oarsman Capital
Wisconsin
$498K +$12.9K +442 +3%
Fulton Bank
545
Fulton Bank
Pennsylvania
$497K +$490K +16,779 New
WFA
546
WMG Financial Advisors
Tennessee
$497K -$6.78K -232 -1%
SFG
547
Sovereign Financial Group
Connecticut
$496K -$32.9K -1,124 -6%
VCP
548
Vista Capital Partners
Oregon
$490K +$42.5K +1,454 +10%
Harbour Investments
549
Harbour Investments
Wisconsin
$489K -$57.3K -1,961 -11%
KA
550
KLCM Advisors
Wisconsin
$487K +$481K +16,463 New