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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
651
Hanson & Doremus Investment Management
Vermont
$93K -$9.93K -402 -10%
CNBTD
652
Citizens National Bank Trust Department
Mississippi
$88.9K – – –
BTI
653
Blue Trust Inc
Georgia
$87.2K +$29.1K +1,176 +52%
EK
654
Evensky & Katz
Florida
$87K – – –
HR
655
Howe & Rusling
New York
$82.5K – – –
APC
656
Aspire Private Capital
North Carolina
$82.4K – – –
FCA
657
FinTrust Capital Advisors
South Carolina
$76K -$12K -486 -14%
WT
658
Washington Trust
Rhode Island
$74.8K +$72.3K +2,925 +2,786%
MHR
659
Matthew Hamilton Rosenberg
$73.7K – – –
SAM
660
Smartleaf Asset Management
Massachusetts
$70.7K +$24.8K +1,002 +54%
KA
661
Kozak & Associates
Colorado
$69K +$445 +18 +0.6%
AA
662
Ancora Advisors
Ohio
$68.4K – – –
JFA
663
JNBA Financial Advisors
Minnesota
$67.5K – – –
EWM
664
EPG Wealth Management
Georgia
$67.1K -$67.1K -2,715 Closed
BWP
665
Baldwin Wealth Partners
Massachusetts
$66.2K +$4.82K +195 +8%
BWM
666
Bullock Wealth Management
Indiana
$64.7K +$297 +12 +0.5%
HF
667
Halpern Financial
Virginia
$64.5K -$4.45K -180 -6%
RDFA
668
Ritter Daniher Financial Advisory
Ohio
$57.5K +$28.5K +1,152 +98%
HFS
669
Horizon Financial Services
North Carolina
$55.4K – – –
CT
670
Caldwell Trust
Florida
$55.2K – – –
CCP
671
Clarkston Capital Partners
Michigan
$54.5K – – –
Citigroup
672
Citigroup
New York
$51.2K -$15.2K -615 -23%
PFM
673
Phillips Financial Management
Indiana
$50.4K – – –
GI
674
Gradient Investments
Minnesota
$50.1K -$74 -3 -0.1%
FMII
675
Farmers & Merchants Investments Inc
Nebraska
$49.5K +$49.5K +2,004 New