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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
676
Bellevue Asset Management
Washington
$3.34K – – –
LWANC
677
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.3K -$17.9K -825 -85%
LB
678
Legacy Bridge
Iowa
$3.3K – – –
FMB
679
Field & Main Bank
Kentucky
$3.1K +$3.05K +141 New
SC
680
SouthState Corp
Florida
$2.9K +$2.86K +132 New
CMA
681
Cedar Mountain Advisors
Oregon
$2.71K – – –
HS
682
Horan Securities
United States
$2.45K – – –
WT
683
Washington Trust
Rhode Island
$2.31K – – –
CAS
684
Coppell Advisory Solutions
Texas
$1.98K +$1.95K +90 New
CASC
685
Coppell Advisory Solutions Corp
Texas
$1.98K +$1.95K +90 New
RA
686
Rise Advisors
New York
$1.96K – – –
AWM
687
Abound Wealth Management
Tennessee
$1.92K – – –
GGI
688
Godsey & Gibb Inc
Virginia
$1.32K +$1.3K +60 New
First Manhattan
689
First Manhattan
New York
$1.06K – – –
CMP
690
Coston McIsaac & Partners
Maine
$1K – – –
WWM
691
Wolff Wiese Magana
California
$660 – – –
NC
692
NewSquare Capital
Pennsylvania
$604 – – –
BIA
693
Bell Investment Advisors
California
$594 – – –
IF
694
Integrity Financial
Wyoming
$396 – – –
CWA
695
Clearview Wealth Advisors
Oregon
$264 – – –
SWA
696
SOA Wealth Advisors
New York
$103 +$65 +3 +100%
ME
697
McIlrath & Eck
Washington
$66 – – –
MA
698
MUFG Americas
New York
– -$28.5M -1,459,587 Closed
CCMG
699
Clark Capital Management Group
Pennsylvania
– -$18.8M -965,055 Closed
AG
700
Appleton Group
Wisconsin
– -$8.16M -418,428 Closed