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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
551
Schrum Private Wealth Management
Florida
$434K -$17.6K -621 -4%
CFD
552
Creative Financial Designs
Indiana
$433K -$12.2K -429 -3%
LWM
553
Lakeridge Wealth Management
Ohio
$431K -$2.9K -102 -0.7%
Citigroup
554
Citigroup
New York
$429K +$75.1K +2,644 +22%
Avior Wealth Management
555
Avior Wealth Management
Nebraska
$424K -$20.4K -718 -5%
KLI
556
Kelman-Lazarov Inc
Tennessee
$424K -$22.5K -791 -5%
GWA
557
Geometric Wealth Advisors
District of Columbia
$418K +$32.4K +1,141 +9%
DIS
558
Diversified Investment Strategies
Louisiana
$416K -$14.5K -510 -3%
SIA
559
SGL Investment Advisors
Montana
$414K +$113K +3,964 +38%
BWM
560
Brickley Wealth Management
California
$410K -$625 -22 -0.2%
Kingsview Wealth Management
561
Kingsview Wealth Management
Oregon
$410K -$64.8K -2,279 -14%
Natixis Advisors
562
Natixis Advisors
Massachusetts
$409K +$115K +4,042 +40%
SC
563
Schoolcraft Capital
Colorado
$408K – – –
SSW
564
Stone Summit Wealth
Florida
$408K -$82.7K -2,910 -17%
TLA
565
Tanglewood Legacy Advisors
Texas
$406K – – –
IFPL
566
Investments & Financial Planning LLC
Kentucky
$404K +$24.3K +855 +7%
U.S. Capital Wealth Advisors
567
U.S. Capital Wealth Advisors
Texas
$403K +$114 +4 +0%
TVM
568
True Vision MN
Minnesota
$400K +$2.3K +81 +0.6%
CRFG
569
Columbia River Financial Group
Washington
$398K -$59.2K -2,083 -13%
CFG
570
Certior Financial Group
Pennsylvania
$397K -$23.2K -817 -6%
FCA
571
FLC Capital Advisors
California
$394K -$10.5K -370 -3%
Associated Banc-Corp
572
Associated Banc-Corp
Wisconsin
$391K – – –
LF
573
LifeSteps Financial
California
$391K -$3.47K -122 -0.9%
MA
574
MONECO Advisors
Connecticut
$389K -$4.72K -166 -1%
TC
575
Tenret Company
Florida
$388K – – –