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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
601
Chapman Financial Group
Hawaii
$354K +$345K +12,156 New
CTA
602
Chesley Taft & Associates
Illinois
$353K – – –
AIM
603
AHL Investment Management
Florida
$353K – – –
Sigma Planning Corp
604
Sigma Planning Corp
Michigan
$351K +$95.6K +3,366 +39%
QHA
605
Quarry Hill Advisors
Minnesota
$348K +$3.01K +106 +0.9%
PA
606
PFG Advisors
Arizona
$345K +$336K +11,837 New
CAP
607
Columbia Advisory Partners
Washington
$342K -$164K -5,777 -33%
AAM
608
Austin Asset Management
Texas
$342K -$19.2K -675 -5%
Aptus Capital Advisors
609
Aptus Capital Advisors
Alabama
$341K -$23.1K -814 -6%
CD
610
Chapin Davis
Maryland
$339K -$24.3K -855 -7%
Atria Investments
611
Atria Investments
North Carolina
$339K -$3.27K -115 -1%
CF
612
Centaurus Financial
California
$336K +$426 +15 +0.1%
LA
613
LWM Advisors
California
$335K -$14.7K -516 -4%
MGW
614
MB Generational Wealth
Washington
$334K +$326K +11,480 New
PWMG
615
Prestige Wealth Management Group
New Jersey
$334K – – –
AIA
616
AIMZ Investment Advisors
California
$332K – – –
EAM
617
Evanson Asset Management
California
$329K +$256 +9 +0.1%
FWTB
618
First Western Trust Bank
Colorado
$329K – – –
TPBG
619
Turning Point Benefit Group
Maryland
$329K +$54K +1,902 +20%
FCM
620
Fortis Capital Management
Washington
$328K +$320K +11,268 New
TF
621
Tandem Financial
Colorado
$326K +$319K +11,213 New
DWM
622
DecisionMap Wealth Management
Virginia
$325K -$59.2K -2,084 -16%
BFWM
623
Bright Futures Wealth Management
New York
$324K +$316K +11,115 New
Klingman & Associates
624
Klingman & Associates
New York
$323K -$9.74K -343 -3%
TGAM
625
TBH Global Asset Management
Tennessee
$322K -$912K -32,086 -74%