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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
626
Financial Synergies Wealth Advisors
Texas
$71.9K -$853 -39 -1%
MHR
627
Matthew Hamilton Rosenberg
$70.1K – – –
Capital Analysts LLC
628
Capital Analysts LLC
Pennsylvania
$68K +$13.8K +630 +28%
JFA
629
JNBA Financial Advisors
Minnesota
$65.2K +$45.9K +2,100 +304%
HF
630
Halpern Financial
Virginia
$64.9K – – –
Ancora Advisors
631
Ancora Advisors
Ohio
$64.7K – – –
KA
632
Kozak & Associates
Colorado
$63.9K +$459 +21 +0.8%
EWM
633
EPG Wealth Management
Georgia
$63.6K +$394 +18 +0.7%
GAMMA Investing
634
GAMMA Investing
California
$61.1K +$57K +2,607 New
BWM
635
Bullock Wealth Management
Indiana
$61K +$328 +15 +0.6%
JFGIW
636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.4K -$1.44K -66 -3%
PK
637
Pflug Koory
Nebraska
$56.4K – – –
CT
638
Caldwell Trust
Florida
$52.2K – – –
CCP
639
Clarkston Capital Partners
Michigan
$51.5K – – –
PFM
640
Phillips Financial Management
Indiana
$47.7K – – –
LFA
641
LGT Financial Advisors
Texas
$44.2K +$41.4K +1,893 New
SSB
642
Sandy Spring Bank
Maryland
$42.2K – – –
Gradient Investments
643
Gradient Investments
Minnesota
$40.2K +$2.23K +102 +6%
BCMLT
644
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.3K – – –
FFO
645
Fortitude Family Office
Arizona
$37.6K +$35.2K +1,611 New
KFI
646
Key Financial Inc
Pennsylvania
$36.7K – – –
VCM
647
Versant Capital Management
Arizona
$35.8K – – –
BCM
648
Blume Capital Management
California
$35K – – –
Qube Research & Technologies (QRT)
649
Qube Research & Technologies (QRT)
United Kingdom
$34.1K -$182K -8,319 -85%
NG
650
NWK Group
California
$33.1K – – –