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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Blue Trust Inc
551
Blue Trust Inc
Georgia
$487K +$2.48K +85 +0.5%
Brown Advisory
552
Brown Advisory
Maryland
$485K +$98.7K +3,378 +26%
TF
553
Theory Financial
Colorado
$482K – – –
PC
554
Payne Capital
Oregon
$482K – – –
TWP
555
Total Wealth Planning
Ohio
$478K -$8.58M -293,554 -95%
CBA
556
Coastal Bridge Advisors
Connecticut
$477K -$3.33K -114 -0.7%
CWP
557
Cyndeo Wealth Partners
Florida
$476K -$38.3K -1,310 -8%
FFG
558
Fortune Financial Group
Florida
$476K +$445K +15,221 New
Smith Salley Wealth Management
559
Smith Salley Wealth Management
North Carolina
$475K -$789 -27 -0.2%
WPA
560
Wealth Preservation Advisors
Tennessee
$471K -$23.9K -816 -5%
TCM
561
TruNorth Capital Management
Michigan
$470K – – –
AT
562
American Trust
Kentucky
$470K -$1.27M -43,450 -73%
BW
563
Basepoint Wealth
Iowa
$469K +$2.54K +87 +0.6%
BWM
564
Brickley Wealth Management
California
$469K +$50.7K +1,733 +12%
SG
565
StoneX Group
New York
$468K -$639K -21,878 -58%
IP
566
Ignite Planners
California
$467K +$232K +7,935 +112%
SIA
567
Soltis Investment Advisors
Utah
$467K +$4.3K +147 +0.9%
WhitTier Trust Company
568
WhitTier Trust Company
Nevada
$466K +$403K +13,791 +929%
AIS
569
American Investment Services
Massachusetts
$464K -$47.8K -1,635 -9%
SPA
570
Sentinel Pension Advisors
Massachusetts
$462K +$11.4K +389 +3%
AWM
571
Accurate Wealth Management
Florida
$461K -$1.43K -49 -0.3%
PIN
572
Prudent Investors Network
California
$459K – – –
U.S. Capital Wealth Advisors
573
U.S. Capital Wealth Advisors
Texas
$456K +$45.6K +1,559 +11%
PGAM
574
Princeton Global Asset Management
New Jersey
$445K -$1.93K -66 -0.4%
Silvercrest Asset Management
575
Silvercrest Asset Management
New York
$442K +$436K +14,927 New