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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
701
Creekmur Asset Management
Illinois
$4.39K +$4.13K +189 New
BAM
702
Bellevue Asset Management
Washington
$3.58K – – –
FA
703
Financial Avengers
California
$3.5K – – –
LB
704
Legacy Bridge
Iowa
$3.5K – – –
PWMG
705
Private Wealth Management Group
New Jersey
$3.15K +$2.95K +135 New
CMA
706
Cedar Mountain Advisors
Oregon
$2.66K – – –
RWPA
707
Richard W. Paul & Associates
Michigan
$2.52K -$2.23K -102 -49%
CCMW
708
Cypress Capital Management (Wyoming)
Wyoming
$2.45K -$1.11K -51 -33%
Washington Trust
709
Washington Trust
Rhode Island
$2.45K – – –
AIA
710
Armor Investment Advisors
North Carolina
$2.31K -$39.6K -1,812 -95%
RA
711
Rise Advisors
New York
$2.14K – – –
AWM
712
Abound Wealth Management
Tennessee
$2.03K – – –
GWMIA
713
Global Wealth Management Investment Advisory
Florida
$1.75K – – –
First Manhattan
714
First Manhattan
New York
$1.33K +$1.25K +57 New
CP
715
Castleview Partners
Texas
$1.12K +$1.05K +48 New
CMP
716
Coston McIsaac & Partners
Maine
$1K – – –
WWM
717
Wolff Wiese Magana
California
$701 – – –
AAMA
718
Advanced Asset Management Advisors
Ohio
$701 +$656 +30 New
VAG
719
VisionPoint Advisory Group
Texas
$701 +$656 +30 New
BIA
720
Bell Investment Advisors
California
$631 – – –
IF
721
Integrity Financial
Wyoming
$421 – – –
GGI
722
Godsey & Gibb Inc
Virginia
$351 – – –
NC
723
NewSquare Capital
Pennsylvania
$291 -$328 -15 -56%
BNP Paribas Financial Markets
724
BNP Paribas Financial Markets
France
$210 +$197 +9 New
SWA
725
SOA Wealth Advisors
New York
$112 – – –