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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCP
651
Mirador Capital Partners
California
$319K -$48K -1,643 -13%
SWA
652
Sterling Wealth Advisors
Florida
$319K -$55K -1,880 -15%
FSWA
653
Financial Synergies Wealth Advisors
Texas
$319K +$1.23K +42 +0.4%
Klingman & Associates
654
Klingman & Associates
New York
$318K -$10K -343 -3%
DI
655
Disciplined Investors
Texas
$317K +$2.31K +79 +0.7%
HCM
656
Hengehold Capital Management
Ohio
$314K +$10.3K +353 +3%
MAMG
657
Milestone Asset Management Group
Connecticut
$313K +$1.29K +44 +0.4%
CA
658
CWC Advisors
Oregon
$312K +$25.3K +866 +9%
Capital Investment Advisors
659
Capital Investment Advisors
Georgia
$309K +$11.5K +393 +4%
JWA
660
JFS Wealth Advisors
Pennsylvania
$308K +$1.52K +52 +0.5%
PA
661
PFG Advisors
Arizona
$307K -$43K -1,472 -12%
Truepoint Inc
662
Truepoint Inc
Ohio
$306K -$555 -19 -0.2%
WW
663
Waterfront Wealth
Kansas
$304K – – –
HCP
664
Hardin Capital Partners
South Carolina
$304K +$3.95K +135 +1%
TFA
665
TrustWell Financial Advisors
Florida
$302K +$298K +10,199 New
CW
666
Code Waechter
Florida
$301K – – –
Independent Advisor Alliance
667
Independent Advisor Alliance
North Carolina
$299K -$67.6K -2,313 -19%
TA
668
TFB Advisors
Kansas
$298K +$294K +10,060 New
WP
669
Wealthspan Partners
Iowa
$297K -$148K -5,070 -34%
Bridges Investment Management
670
Bridges Investment Management
Nebraska
$296K -$702K -24,012 -71%
SC
671
Shearwater Capital
Colorado
$296K – – –
FRA
672
Front Row Advisors
California
$296K – – –
Aptus Capital Advisors
673
Aptus Capital Advisors
Alabama
$295K -$51.3K -1,754 -15%
RFA
674
Resurgent Financial Advisors
Georgia
$292K -$13.3K -454 -4%
RWM
675
RBA Wealth Management
California
$291K +$9.24K +316 +3%