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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWASL
526
Spartan Wealth Advisory Services LLC
Michigan
$654K +$668K +21,443 New
CWP
527
Cyndeo Wealth Partners
Florida
$650K +$163K +5,219 +32%
RMC
528
Ring Mountain Capital
California
$649K -$4.14K -133 -0.6%
RWM
529
Rockwood Wealth Management
Pennsylvania
$649K +$663K +21,275 New
Alesco Advisors
530
Alesco Advisors
New York
$642K -$2.83K -91 -0.4%
Great Valley Advisor Group
531
Great Valley Advisor Group
Delaware
$633K -$23K -738 -3%
Plancorp LLC
532
Plancorp LLC
Missouri
$632K -$92K -2,953 -13%
Brown Advisory
533
Brown Advisory
Maryland
$632K +$135K +4,341 +26%
CIR
534
Clear Investment Research
Georgia
$622K – – –
UFA
535
Uptown Financial Advisors
Texas
$621K -$22.1K -708 -3%
VWA
536
VSM Wealth Advisory
Maryland
$620K +$12.6K +404 +2%
RA
537
Resolute Advisors
California
$613K +$2.93K +94 +0.5%
CIBC Bancorp USA
538
CIBC Bancorp USA
Illinois
$613K +$626K +20,093 New
SPA
539
Sentinel Pension Advisors
Massachusetts
$613K +$140K +4,487 +29%
JF
540
Joule Financial
Kentucky
$611K -$286K -9,185 -31%
Brighton Jones LLC
541
Brighton Jones LLC
Washington
$610K +$623K +20,001 New
HWA
542
HMV Wealth Advisors
Louisiana
$610K -$48K -1,540 -7%
CFFP
543
Center for Financial Planning
Michigan
$606K +$10.8K +346 +2%
Renaissance Technologies
544
Renaissance Technologies
New York
$604K -$866K -27,800 -58%
ACA
545
Atlas Capital Advisors
Wyoming
$602K – – –
GC
546
Gilbert & Cook
Iowa
$600K -$2.71K -87 -0.4%
Obermeyer Wealth Partners
547
Obermeyer Wealth Partners
Colorado
$590K +$31 +1 +0%
Caprock Group
548
Caprock Group
Idaho
$590K +$363K +11,658 +152%
WAM
549
WNY Asset Management
New York
$589K +$602K +19,322 New
IFPL
550
Investments & Financial Planning LLC
Kentucky
$586K +$50K +1,604 +9%