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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
726
Cornerstone Planning Group
New Jersey
$70 – – –
IHWM
727
Iron Horse Wealth Management
Iowa
$70 – – –
ME
728
McIlrath & Eck
Washington
$70 – – –
PIP
729
Peachtree Investment Partners
Florida
$25 -$6.63K -303 Closed
DP
730
Denver PWM
Colorado
– -$13.8M -651,309 Closed
GB
731
Gunma Bank
Japan
– -$3.54M -165,000 Closed
KAS
732
KPP Advisory Services
Kentucky
– -$1.85M -86,289 Closed
Rockefeller Capital Management
733
Rockefeller Capital Management
New York
– -$789K -36,705 Closed
CFO
734
Collective Family Office
Pennsylvania
– -$553K -25,740 Closed
Citadel Advisors
735
Citadel Advisors
Florida
– -$542K -25,245 Closed
IAS
736
IMA Advisory Services
Colorado
– -$536K -24,948 Closed
AIP
737
Almanack Investment Partners
Pennsylvania
– -$524K -24,396 Closed
SWM
738
Silverlake Wealth Management
Vermont
– -$424K -19,755 Closed
APW
739
Aurora Private Wealth
New Jersey
– -$352K -16,374 Closed
PWM
740
Prosperity Wealth Management
California
– -$325K -15,120 Closed
TWM
741
Triton Wealth Management
Arizona
– -$276K -12,789 Closed
Sigma Planning Corp
742
Sigma Planning Corp
Michigan
– -$263K -12,222 Closed
Annex Advisory Services
743
Annex Advisory Services
Wisconsin
– -$255K -11,877 Closed
EL
744
Essex LLC
Illinois
– -$237K -11,022 Closed
RFN
745
RDA Financial Network
Iowa
– -$214K -9,948 Closed
NW
746
Naviter Wealth
Arkansas
– -$210K -9,765 Closed
IRC
747
Investors Research Corp
Georgia
– -$82.2K -3,825 Closed
NIC
748
Northwest Investment Counselors
Oregon
– -$53.4K -2,484 Closed
BFP
749
Briaud Financial Planning
Texas
– -$33K -1,557 Closed
WFA
750
WestHill Financial Advisors
California
– -$20.2K -939 Closed