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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
576
Archvest Wealth Advisors
California
$526K +$538K +17,254 New
BW
577
Basepoint Wealth
Iowa
$513K +$29.9K +961 +6%
Fulton Bank
578
Fulton Bank
Pennsylvania
$512K – – –
WFA
579
WMG Financial Advisors
Tennessee
$504K -$8.1K -260 -2%
LIA
580
Lynx Investment Advisory
District of Columbia
$503K -$21.7K -697 -4%
Citigroup
581
Citigroup
New York
$492K +$45.3K +1,454 +10%
Smith Salley Wealth Management
582
Smith Salley Wealth Management
North Carolina
$489K – – –
CBA
583
Coastal Bridge Advisors
Connecticut
$489K -$2.83K -91 -0.6%
BIP
584
Blueprint Investment Partners
North Carolina
$485K -$267K -8,570 -35%
TCM
585
TruNorth Capital Management
Michigan
$484K – – –
BWM
586
Brickley Wealth Management
California
$482K -$561 -18 -0.1%
AIS
587
American Investment Services
Massachusetts
$478K – – –
TF
588
Theory Financial
Colorado
$476K – – –
SIA
589
Soltis Investment Advisors
Utah
$476K -$5.42K -174 -1%
CIA
590
Cascade Investment Advisors
Oregon
$475K +$20.3K +650 +4%
PIN
591
Prudent Investors Network
California
$473K – – –
U.S. Capital Wealth Advisors
592
U.S. Capital Wealth Advisors
Texas
$470K +$125 +4 +0%
VCP
593
Vista Capital Partners
Oregon
$469K -$37K -1,188 -7%
GWA
594
Geometric Wealth Advisors
District of Columbia
$464K +$11.8K +378 +3%
WhitTier Trust Company
595
WhitTier Trust Company
Nevada
$463K -$7.85K -252 -2%
BFA
596
Blueprint Financial Advisors
North Carolina
$463K -$267K -8,570 -36%
PC
597
Payne Capital
Oregon
$462K -$34.4K -1,104 -7%
ML
598
Mayport LLC
Massachusetts
$462K +$66K +2,117 +16%
WDG
599
Wealth Dimensions Group
Ohio
$461K +$471K +15,114 New
PGAM
600
Princeton Global Asset Management
New Jersey
$459K – – –