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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHCFA
776
William Howard & Co Financial Advisors
Tennessee
$232K -$11K -354 -4%
STFP
777
Signal Tree Financial Partners
Ohio
$232K – – –
Wedbush Securities
778
Wedbush Securities
California
$231K – – –
CA
779
Claro Advisors
Massachusetts
$230K +$235K +7,528 New
TP
780
TritonPoint Partners
Maryland
$229K +$234K +7,518 New
HAS
781
HBW Advisory Services
California
$228K +$233K +7,470 New
TCI Wealth Advisors
782
TCI Wealth Advisors
Arizona
$227K – – –
SFG
783
Synergy Financial Group
California
$226K – – –
WI
784
Wedgewood Investors
Pennsylvania
$225K – – –
JIC
785
Joel Isaacson & Co
New York
$225K -$61.6K -1,977 -21%
PPC
786
Pennington Partners & Co
Maryland
$224K +$229K +7,338 New
KMWM
787
Keudell/Morrison Wealth Management
Oregon
$223K +$227K +7,300 New
PWPS
788
Pinnacle Wealth Planning Services
Ohio
$222K +$86.2K +2,766 +61%
GAMMA Investing
789
GAMMA Investing
California
$220K – – –
RMP
790
Richards, Merrill & Peterson
Washington
$219K – – –
PWM
791
Praetorian Wealth Management
California
$218K -$26.2K -842 -11%
GWMR
792
GC Wealth Management RIA
Massachusetts
$217K -$48.3K -1,550 -18%
EPI
793
Eddie Patel Inc
Illinois
$217K +$222K +7,121 New
CWAI
794
Core Wealth Advisors (Indiana)
Indiana
$216K – – –
Commerce Bank
795
Commerce Bank
Missouri
$216K – – –
LEFP
796
Leading Edge Financial Planning
Tennessee
$215K – – –
Empower Advisory Group
797
Empower Advisory Group
Colorado
$215K +$219K +7,038 New
AP
798
Appleton Partners
Massachusetts
$214K – – –
FSBI
799
Fearless Solutions (Best Invest)
Texas
$214K -$1.37K -44 -0.6%
FFA
800
First Foundation Advisors
California
$211K – – –