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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
701
IF Advisors
Texas
$295K +$302K +9,680 New
MW
702
Marble Wealth
Alabama
$294K +$125 +4 +0%
CWM
703
CCG Wealth Management
California
$293K +$21.2K +679 +8%
AIA
704
Accelerate Investment Advisors
California
$290K -$2.4K -77 -0.8%
BA
705
Bellwether Advisors
Nebraska
$289K – – –
Glenmede Trust
706
Glenmede Trust
Pennsylvania
$286K – – –
Curi RMB Capital
707
Curi RMB Capital
Illinois
$285K – – –
RWP
708
Revolve Wealth Partners
New Jersey
$285K -$320K -10,273 -52%
CAP
709
Columbia Advisory Partners
Washington
$284K -$66.1K -2,122 -19%
MAM
710
Marotta Asset Management
Virginia
$282K -$53.9K -1,730 -16%
LEA
711
Legacy Edge Advisors
New York
$282K +$288K +9,246 New
FFG
712
Frisch Financial Group
New York
$280K +$286K +9,187 New
PI
713
PFG Investments
New York
$280K +$286K +9,185 New
Beck Mack & Oliver
714
Beck Mack & Oliver
New York
$279K – – –
Forum Financial Management
715
Forum Financial Management
Illinois
$277K +$39.4K +1,266 +16%
MFC
716
Morris Financial Concepts
South Carolina
$277K -$9.13K -293 -3%
DFA
717
DHJJ Financial Advisors
Illinois
$276K -$10.6K -341 -4%
NFG
718
Nations Financial Group
Iowa
$276K -$9.35K -300 -3%
ZWJ Investment Counsel
719
ZWJ Investment Counsel
Georgia
$275K +$11.4K +367 +4%
IWP
720
IAG Wealth Partners
Wisconsin
$275K – – –
PWC
721
Pathfinder Wealth Consulting
North Carolina
$274K – – –
RWM
722
Rialto Wealth Management
New York
$273K +$312 +10 +0.1%
AIM
723
Aspen Investment Management
Michigan
$273K +$218 +7 +0.1%
KIA
724
KCM Investment Advisors
California
$272K +$41.3K +1,326 +17%
CWP
725
Clark Wealth Partners
Illinois
$272K +$1.06K +34 +0.4%