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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
801
GoalVest Advisory
New York
$239K – – –
CPA
802
Capital Performance Advisors
California
$239K -$1.05K -32 -0.5%
CL
803
CVFG LLC
Indiana
$239K – – –
WMN
804
Wealth Management Nebraska
Nebraska
$237K – – –
SIC
805
Salem Investment Counselors
North Carolina
$236K – – –
PMSA
806
Patrick M. Sweeney & Associates
Illinois
$235K +$222K +6,749 New
CAG
807
Crestwood Advisors Group
Massachusetts
$235K – – –
AP
808
Appleton Partners
Massachusetts
$234K -$10K -304 -4%
FVIM
809
Fort Vancouver Investment Management
Washington
$234K – – –
PS
810
Planned Solutions
California
$233K +$221K +6,696 New
PFS
811
Prospera Financial Services
Texas
$233K +$220K +6,690 New
Legacy Financial Group (Iowa)
812
Legacy Financial Group (Iowa)
Iowa
$231K +$988 +30 +0.5%
FFA
813
First Foundation Advisors
California
$230K -$9.59K -291 -4%
FA
814
FSA Advisors
Michigan
$229K -$4.25K -129 -2%
MFWP
815
Mosaic Family Wealth Partners
Missouri
$228K +$216K +6,554 New
SI
816
Saxon Interests
Texas
$228K +$216K +6,552 New
CGFA
817
Colton Groome Financial Advisors
North Carolina
$228K +$216K +6,546 New
PA
818
PFG Advisors
Arizona
$226K -$2.37K -72 -1%
ACM
819
Alpha Capital Management
Texas
$225K +$213K +6,472 New
CCM
820
Chilton Capital Management
Texas
$223K – – –
RFA
821
Resurgent Financial Advisors
Georgia
$222K -$113K -3,442 -35%
VA
822
VestGen Advisors
Illinois
$221K -$231 -7 -0.1%
LB
823
Legacy Bridge
Iowa
$221K – – –
BA
824
Blueline Advisors
New Hampshire
$221K – – –
PE
825
PCM Encore
Colorado
$220K +$208K +6,310 New