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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
551
Seneschal Advisors
Washington
$585K – – –
SWGC
552
Summit Wealth Group (Colorado)
Colorado
$583K -$34.6K -1,109 -5%
DWT
553
Dorsey & Whitney Trust
South Dakota
$582K – – –
MHS
554
M Holdings Securities
Oregon
$576K -$12.2K -393 -2%
FWM
555
Fonville Wealth Management
Virginia
$574K -$8.04K -258 -1%
ZF
556
Zhang Financial
Michigan
$572K +$26.4K +848 +5%
SMA
557
Sage Mountain Advisors
Georgia
$572K +$1.93K +62 +0.3%
SW
558
SkyOak Wealth
Michigan
$572K – – –
LW
559
Livet Wealth
Utah
$567K -$40.6K -1,304 -7%
Capital Analysts LLC
560
Capital Analysts LLC
Pennsylvania
$564K +$3.21K +103 +0.6%
IAIM
561
International Assets Investment Management
Florida
$558K +$113K +3,611 +25%
BFS
562
Burkett Financial Services
South Carolina
$558K -$196K -6,306 -26%
CAM
563
Carret Asset Management
New York
$558K +$7.79K +250 +1%
RCM
564
Radnor Capital Management
Pennsylvania
$555K – – –
Wilmington Savings Fund Society
565
Wilmington Savings Fund Society
Delaware
$555K – – –
HWA
566
Heritage Wealth Architects
Minnesota
$554K – – –
NorthRock Partners
567
NorthRock Partners
Minnesota
$553K +$6.95K +223 +1%
VF
568
Vawter Financial
Ohio
$546K -$11K -354 -2%
GA
569
Goldstein Advisors
Wisconsin
$543K – – –
Peapack-Gladstone Financial Corp
570
Peapack-Gladstone Financial Corp
New Jersey
$537K – – –
EPM
571
Elm Partners Management
Pennsylvania
$535K +$31 +1 +0%
Jane Street
572
Jane Street
New York
$531K +$543K +17,416 New
SFWC
573
Strategic Family Wealth Counselors
New Jersey
$528K +$9.04K +290 +2%
TAP
574
Tounjian Advisory Partners
Florida
$528K +$2.52K +81 +0.5%
KFAS
575
Keating Financial Advisory Services
Kansas
$527K +$9.04K +290 +2%