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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
651
Tenret Company
Florida
$357K -$50.6K -1,624 -12%
CD
652
Chapin Davis
Maryland
$355K – – –
Natixis Advisors
653
Natixis Advisors
Massachusetts
$353K -$50.5K -1,622 -12%
LA
654
LWM Advisors
California
$351K +$187 +6 +0.1%
AT
655
American Trust
Kentucky
$351K -$136K -4,361 -27%
PWMG
656
Prestige Wealth Management Group
New Jersey
$349K – – –
AAM
657
Austin Asset Management
Texas
$349K – – –
AIA
658
AIMZ Investment Advisors
California
$348K – – –
MGW
659
MB Generational Wealth
Washington
$347K – – –
SWA
660
Sterling Wealth Advisors
Florida
$346K – – –
FWTB
661
First Western Trust Bank
Colorado
$345K – – –
FCM
662
Fortis Capital Management
Washington
$344K +$31 +1 +0%
TF
663
Tandem Financial
Colorado
$342K +$349K +11,213 New
Fisher Asset Management
664
Fisher Asset Management
Washington
$340K -$204K -6,538 -37%
MCP
665
Mirador Capital Partners
California
$338K +$9.28K +298 +3%
SIA
666
SeaBridge Investment Advisors
New Jersey
$337K – – –
Advisory Alpha
667
Advisory Alpha
Michigan
$335K +$342K +10,974 New
CF
668
Centaurus Financial
California
$334K +$125 +4 +0%
APW
669
Aurora Private Wealth
New Jersey
$333K – – –
DWM
670
DecisionMap Wealth Management
Virginia
$332K -$21.7K -698 -6%
BPW
671
BlueDoor Private Wealth
Massachusetts
$331K -$45.2K -1,450 -12%
FSWA
672
Financial Synergies Wealth Advisors
Texas
$330K +$1.09K +35 +0.3%
MAMG
673
Milestone Asset Management Group
Connecticut
$324K +$1.09K +35 +0.3%
Mount Yale Investment Advisors
674
Mount Yale Investment Advisors
Colorado
$324K +$330K +10,608 New
Harel Insurance Investments & Financial Services
675
Harel Insurance Investments & Financial Services
Israel
$320K +$327K +10,500 New