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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
626
Chapman Financial Group
Hawaii
$360K – – –
CTA
627
Chesley Taft & Associates
Illinois
$359K – – –
QHA
628
Quarry Hill Advisors
Minnesota
$359K +$4.12K +141 +1%
Kingsview Wealth Management
629
Kingsview Wealth Management
Oregon
$347K -$69.2K -2,368 -17%
CD
630
Chapin Davis
Maryland
$345K – – –
SEP
631
Signature Equity Partners
Ohio
$343K +$339K +11,584 New
DWM
632
DecisionMap Wealth Management
Virginia
$343K +$12K +411 +4%
LA
633
LWM Advisors
California
$341K +$234 +8 +0.1%
PWMG
634
Prestige Wealth Management Group
New Jersey
$339K – – –
AAM
635
Austin Asset Management
Texas
$339K -$9.21K -315 -3%
Atria Investments
636
Atria Investments
North Carolina
$338K -$5.96K -204 -2%
CAP
637
Columbia Advisory Partners
Washington
$338K -$10K -343 -3%
AIA
638
AIMZ Investment Advisors
California
$338K – – –
MGW
639
MB Generational Wealth
Washington
$337K -$2.86K -98 -0.9%
FWTB
640
First Western Trust Bank
Colorado
$335K – – –
FCM
641
Fortis Capital Management
Washington
$334K – – –
APW
642
Aurora Private Wealth
New Jersey
$333K +$328K +11,234 New
Russell Investments Group
643
Russell Investments Group
United Kingdom
$332K +$34.1K +1,167 +12%
Kestra Private Wealth Services
644
Kestra Private Wealth Services
Texas
$329K +$99.3K +3,396 +44%
SIA
645
SeaBridge Investment Advisors
New Jersey
$327K – – –
EAM
646
Evanson Asset Management
California
$327K -$8.36K -286 -3%
MAM
647
Marotta Asset Management
Virginia
$324K -$34.8K -1,192 -10%
CF
648
Centaurus Financial
California
$324K -$17.7K -605 -5%
GTS Securities
649
GTS Securities
Florida
$323K +$319K +10,899 New
FFS
650
Founders Financial Securities
Maryland
$322K +$318K +10,887 New