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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
676
Guardian Asset Advisors
Pennsylvania
$290K +$26.4K +902 +10%
B
677
Bensler
Washington
$290K +$322 +11 +0.1%
FWM
678
Forza Wealth Management
Florida
$289K – – –
AIM
679
Acropolis Investment Management
Missouri
$287K – – –
MW
680
Marble Wealth
Alabama
$285K +$282K +9,632 New
AIA
681
Accelerate Investment Advisors
California
$284K +$146 +5 +0.1%
BA
682
Bellwether Advisors
Nebraska
$280K – – –
SIA
683
Spectrum Investment Advisors
Wisconsin
$280K – – –
MCA
684
Millennium Capital Advisors
Arkansas
$280K -$26.3K -900 -9%
DFA
685
DHJJ Financial Advisors
Illinois
$278K +$10.4K +355 +4%
Glenmede Trust
686
Glenmede Trust
Pennsylvania
$278K +$274K +9,380 New
MFC
687
Morris Financial Concepts
South Carolina
$277K -$1.34K -46 -0.5%
Curi RMB Capital
688
Curi RMB Capital
Illinois
$277K – – –
JIC
689
Joel Isaacson & Co
New York
$277K – – –
NFG
690
Nations Financial Group
Iowa
$277K +$273K +9,339 New
Beck Mack & Oliver
691
Beck Mack & Oliver
New York
$270K – – –
Carnegie Investment Counsel
692
Carnegie Investment Counsel
Ohio
$268K +$264K +9,040 New
HIF
693
Hill Island Financial
Michigan
$267K – – –
IWP
694
IAG Wealth Partners
Wisconsin
$266K – – –
PWC
695
Pathfinder Wealth Consulting
North Carolina
$266K +$263K +8,999 New
Manning & Napier Advisors
696
Manning & Napier Advisors
New York
$266K +$50K +1,710 +24%
RWM
697
Rialto Wealth Management
New York
$265K +$26.9K +920 +11%
AIM
698
Aspen Investment Management
Michigan
$265K -$8.51K -291 -3%
CWM
699
CCG Wealth Management
California
$264K – – –
CWP
700
Clark Wealth Partners
Illinois
$263K – – –