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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
626
SeaBridge Investment Advisors
New Jersey
$321K – – –
CIC
627
Cutler Investment Counsel
Oregon
$317K +$32.5K +1,144 +12%
PCA
628
Prosperity Capital Advisors
Ohio
$315K +$8.27K +291 +3%
FSWA
629
Financial Synergies Wealth Advisors
Texas
$313K +$1.05K +37 +0.3%
DI
630
Disciplined Investors
Texas
$309K +$455 +16 +0.2%
MAMG
631
Milestone Asset Management Group
Connecticut
$307K +$1.19K +42 +0.4%
APA
632
Astoria Portfolio Advisors
New York
$306K +$298K +10,476 New
Truepoint Inc
633
Truepoint Inc
Ohio
$302K -$18K -632 -6%
MCA
634
Millennium Capital Advisors
Arkansas
$301K -$42.8K -1,505 -13%
JWA
635
JFS Wealth Advisors
Pennsylvania
$301K +$10.7K +378 +4%
RFA
636
Resurgent Financial Advisors
Georgia
$300K -$60.6K -2,132 -17%
NCM
637
Northwest Capital Management
Oregon
$298K -$457K -16,097 -61%
HCM
638
Hengehold Capital Management
Ohio
$298K +$1.36K +48 +0.5%
HCP
639
Hardin Capital Partners
South Carolina
$295K – – –
CIA
640
Cape Investment Advisory
Georgia
$295K -$16.8M -592,424 -98%
CW
641
Code Waechter
Florida
$295K – – –
Freestone Capital Holdings
642
Freestone Capital Holdings
Washington
$293K – – –
Russell Investments Group
643
Russell Investments Group
United Kingdom
$292K +$160K +5,633 +128%
Capital Investment Advisors
644
Capital Investment Advisors
Georgia
$292K +$426 +15 +0.1%
Independent Financial Group
645
Independent Financial Group
California
$292K +$767 +27 +0.3%
SC
646
Shearwater Capital
Colorado
$291K – – –
FRA
647
Front Row Advisors
California
$291K -$11.5K -405 -4%
WW
648
Waterfront Wealth
Kansas
$286K -$4.86K -171 -2%
B
649
Bensler
Washington
$285K +$284 +10 +0.1%
FWM
650
Forza Wealth Management
Florida
$284K – – –