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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
726
LRI Investments
Florida
$6.61K +$6.26K +261 New
HIA
727
Harbor Investment Advisory
Maryland
$5.7K – – –
EverSource Wealth Advisors
728
EverSource Wealth Advisors
Alabama
$5.66K -$7.84K -327 -58%
ACA
729
American Capital Advisory
Idaho
$5.44K – – –
SouthState Corp
730
SouthState Corp
Florida
$5.09K – – –
Arax Advisory Partners
731
Arax Advisory Partners
Colorado
$4.85K -$21.5K -897 -82%
CAM
732
Creekmur Asset Management
Illinois
$4.79K – – –
BAM
733
Bellevue Asset Management
Washington
$3.88K – – –
LB
734
Legacy Bridge
Iowa
$3.8K – – –
BNP Paribas Financial Markets
735
BNP Paribas Financial Markets
France
$3.5K +$3.09K +129 +1,433%
PWMG
736
Private Wealth Management Group
New Jersey
$3.42K – – –
CMA
737
Cedar Mountain Advisors
Oregon
$2.89K – – –
RWPA
738
Richard W. Paul & Associates
Michigan
$2.73K – – –
CCMW
739
Cypress Capital Management (Wyoming)
Wyoming
$2.66K – – –
Washington Trust
740
Washington Trust
Rhode Island
$2.66K – – –
AIA
741
Armor Investment Advisors
North Carolina
$2.51K – – –
RA
742
Rise Advisors
New York
$2.33K +$72 +3 +3%
AWM
743
Abound Wealth Management
Tennessee
$2.2K – – –
First Manhattan
744
First Manhattan
New York
$1.44K – – –
CP
745
Castleview Partners
Texas
$1.22K – – –
CMP
746
Coston McIsaac & Partners
Maine
$1K – – –
VAG
747
VisionPoint Advisory Group
Texas
$988 +$216 +9 +30%
WWM
748
Wolff Wiese Magana
California
$760 – – –
BIA
749
Bell Investment Advisors
California
$684 – – –
IF
750
Integrity Financial
Wyoming
$456 – – –