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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
801
Capital Performance Advisors
California
$211K -$16.9K -541 -7%
SWA
802
Serenus Wealth Advisors
California
$210K – – –
HC
803
Hamilton Capital
Ohio
$210K – – –
GA
804
GoalVest Advisory
New York
$210K – – –
FFWA
805
FRG Family Wealth Advisors
Washington
$209K – – –
CL
806
CVFG LLC
Indiana
$209K – – –
VA
807
VestGen Advisors
Illinois
$209K +$198K +6,369 New
TIAA-CREF Individual & Institutional Services
808
TIAA-CREF Individual & Institutional Services
New York
$209K +$213K +6,847 New
WMN
809
Wealth Management Nebraska
Nebraska
$207K – – –
FA
810
FSA Advisors
Michigan
$206K +$211K +6,767 New
Salem Investment Counselors
811
Salem Investment Counselors
North Carolina
$206K – – –
SCM
812
Saxony Capital Management
Missouri
$206K +$210K +6,739 New
Crestwood Advisors Group
813
Crestwood Advisors Group
Massachusetts
$206K +$210K +6,738 New
PFA
814
Perryman Financial Advisory
Texas
$205K +$210K +6,727 New
FVIM
815
Fort Vancouver Investment Management
Washington
$205K – – –
Qube Research & Technologies (QRT)
816
Qube Research & Technologies (QRT)
United Kingdom
$203K -$667K -21,411 -76%
Legacy Financial Group (Iowa)
817
Legacy Financial Group (Iowa)
Iowa
$202K +$935 +30 +0.5%
Belpointe Asset Management
818
Belpointe Asset Management
Nevada
$201K +$206K +6,606 New
APFP
819
Action Point Financial Planning
Michigan
$201K +$206K +6,604 New
PA
820
PFG Advisors
Arizona
$201K -$118K -3,790 -37%
OFA
821
Orographic Financial Advisors
Colorado
$200K +$205K +6,584 New
MTIC
822
Missouri Trust & Investment Company
Missouri
$197K +$56.3K +1,807 +39%
Chilton Capital Management
823
Chilton Capital Management
Texas
$195K – – –
WPA
824
Wealth Preservation Advisors
Tennessee
$194K -$298K -9,563 -60%
LB
825
Legacy Bridge
Iowa
$193K – – –