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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
701
Hanson & Doremus Investment Management
Vermont
$47K -$51.4K -2,001 -53%
BWM
702
Bullock Wealth Management
Indiana
$45.7K -$23.7K -924 -35%
Jones Financial Companies
703
Jones Financial Companies
Missouri
$45.2K +$20.6K +801 +90%
MSS
704
Mitchell Sinkler & Starr
Pennsylvania
$45K – – –
FFO
705
Fortitude Family Office
Arizona
$43.8K +$462 +18 +1%
KFI
706
Key Financial Inc
Pennsylvania
$42K – – –
BFP
707
Briaud Financial Planning
Texas
$41K – – –
BCM
708
Blume Capital Management
California
$40.2K – – –
EFP
709
EnRich Financial Partners
Wisconsin
$39.3K – – –
NG
710
NWK Group
California
$37.9K – – –
CFO
711
CVA Family Office
Colorado
$37.2K +$308 +12 +0.9%
VCM
712
Versant Capital Management
Arizona
$36.4K -$1.16K -45 -3%
WT
713
Washington Trust
Rhode Island
$36.2K -$43.1K -1,677 -55%
FCT
714
Family Capital Trust
Massachusetts
$34.8K – – –
MSFP
715
Mark Sheptoff Financial Planning
Connecticut
$34.2K – – –
OW
716
Olistico Wealth
Oklahoma
$33.1K -$5.55K -216 -15%
WTC
717
WhitTier Trust Company
Nevada
$33K – – –
T
718
Tidemark
California
$32.1K +$30.8K +1,200 New
ME
719
McIlrath & Eck
Washington
$32.1K – – –
JHCP
720
Jackson Hole Capital Partners
Oklahoma
$31.3K – – –
RDFA
721
Ritter Daniher Financial Advisory
Ohio
$31.1K -$30K -1,167 -50%
WOSD
722
WFA of San Diego
California
$30.1K +$308 +12 +1%
FPB
723
First PREMIER Bank
South Dakota
$28K – – –
GWANC
724
Guardian Wealth Advisors (North Carolina)
North Carolina
$28K – – –
DI
725
DAGCO Inc
Ohio
$27.9K – – –