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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
576
Cascade Investment Advisors
Oregon
$442K – – –
SWM
577
Schwallier Wealth Management
Michigan
$441K -$47.9K -1,639 -10%
JPLA
578
Joseph P. Lucia & Associates
New York
$439K -$32.7K -1,119 -7%
GWA
579
Geometric Wealth Advisors
District of Columbia
$439K +$13.4K +458 +3%
CFD
580
Creative Financial Designs
Indiana
$438K -$2.89K -99 -0.7%
LWM
581
Lakeridge Wealth Management
Ohio
$438K -$877 -30 -0.2%
SageView Advisory Group
582
SageView Advisory Group
California
$435K -$14.6K -500 -3%
CHA
583
Cooper/Haims Advisors
New York
$434K +$53.2K +1,821 +14%
Citigroup
584
Citigroup
New York
$434K -$2.05K -70 -0.5%
IAIM
585
International Assets Investment Management
Florida
$433K +$30.3K +1,037 +8%
Avior Wealth Management
586
Avior Wealth Management
Nebraska
$429K -$1.81K -62 -0.4%
CIC
587
Cutler Investment Counsel
Oregon
$429K +$105K +3,601 +33%
DIS
588
Diversified Investment Strategies
Louisiana
$423K – – –
Daymark Wealth Partners
589
Daymark Wealth Partners
Ohio
$420K -$52.6K -1,800 -11%
APG
590
Abacus Planning Group
South Carolina
$419K -$78.4K -2,682 -16%
RIM
591
Rockbridge Investment Management
New York
$418K -$26.9K -920 -6%
SPWM
592
Schrum Private Wealth Management
Florida
$415K -$26.1K -894 -6%
SC
593
Schoolcraft Capital
Colorado
$415K – – –
Vaughan David Investments
594
Vaughan David Investments
Illinois
$415K +$20.1K +686 +5%
KLI
595
Kelman-Lazarov Inc
Tennessee
$414K -$16.9K -578 -4%
TLA
596
Tanglewood Legacy Advisors
Texas
$413K – – –
SWP
597
Strategic Wealth Partners
Ohio
$411K -$751K -25,706 -65%
TVM
598
True Vision MN
Minnesota
$410K +$3.3K +113 +0.8%
CRFG
599
Columbia River Financial Group
Washington
$403K -$2.37K -81 -0.6%
Citadel Advisors
600
Citadel Advisors
Florida
$403K -$1.78M -61,020 -82%