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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
851
Root Financial Partners
California
$112K +$12.1K +389 +12%
KFP
852
Kerr Financial Planning
California
$108K -$104K -3,325 -50%
NG
853
NWK Group
California
$107K +$65.7K +2,108 +149%
HR
854
Howe & Rusling
New York
$107K +$1.56K +50 +1%
Federation des caisses Desjardins du Quebec
855
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K +$105K +3,370 New
CBT
856
Crews Bank & Trust
Florida
$97.2K – – –
EK
857
Evensky & Katz
Florida
$94K +$249 +8 +0.3%
KA
858
Kozak & Associates
Colorado
$92.1K +$436 +14 +0.5%
MHR
859
Matthew Hamilton Rosenberg
$91.5K – – –
CNBTD
860
Citizens National Bank Trust Department
Mississippi
$90.4K – – –
PIP
861
Peachtree Investment Partners
Florida
$88.4K +$78K +2,502 +629%
FFA
862
Founders Financial Alliance
North Carolina
$87.7K +$89.6K +2,876 New
GFA
863
Godfrey Financial Associates
New York
$81.9K – – –
EPAM
864
Evelyn Partners Asset Management
$81.3K – – –
Bessemer Group
865
Bessemer Group
New Jersey
$78K +$79.4K +2,549 New
SouthState Corp
866
SouthState Corp
Florida
$77.5K -$1.9K -61 -2%
SA
867
SRH Advisors
Kansas
$75.8K -$51.6K -1,656 -40%
IFG Advisory
868
IFG Advisory
Georgia
$69.4K +$70.9K +2,276 New
NA
869
Networth Advisors
Pennsylvania
$68.7K +$70.2K +2,253 New
HFS
870
Horizon Financial Services
North Carolina
$68.4K – – –
CT
871
Caldwell Trust
Florida
$68.2K – – –
SRCM
872
Signature Resources Capital Management
California
$67.9K – – –
HDIM
873
Hanson & Doremus Investment Management
Vermont
$66K – – –
TFGT
874
TS Financial Group (TSFG)
Illinois
$64K – – –
Spire Wealth Management
875
Spire Wealth Management
Virginia
$63.9K -$374 -12 -0.6%