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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
951
Align Financial
Minnesota
$13.1K – – –
MSG
952
Main Street Group
Virginia
$12.6K -$4.51K -137 -27%
MBFW
953
Morton Brown Family Wealth
Pennsylvania
$12.3K – – –
HPC
954
HM Payson & Co
Maine
$12K – – –
CA
955
Crewe Advisors
Utah
$11.6K +$66 +2 +0.6%
EWM
956
EPG Wealth Management
Georgia
$11.3K +$10.7K +324 New
AWM
957
Aberdeen Wealth Management
Illinois
$10.4K – – –
CMA
958
Cedar Mountain Advisors
Oregon
$10.4K – – –
FDW
959
Fourth Dimension Wealth
Ohio
$10.4K – – –
TCOV
960
Trust Company of Vermont
Vermont
$10.1K +$9.59K +291 New
AUB
961
Atlantic Union Bankshares
Virginia
$10.1K – – –
PPC
962
Park Place Capital
Alabama
$9.82K – – –
3FI
963
3 Factor Indexing
California
$9.72K -$19.2K -582 -68%
PFM
964
Phillips Financial Management
Indiana
$9.71K -$26K -788 -74%
WAG
965
Wilkerson Advisory Group
Missouri
$8.81K – – –
MB
966
MidFirst Bank
Oklahoma
$8.81K +$8.33K +253 New
HIA
967
Highland Investment Advisors
Florida
$8.75K +$8.27K +251 New
TBFA
968
Three Bearings Fiduciary Advisors
New Hampshire
$8.6K – – –
National Bank of Canada
969
National Bank of Canada
Quebec, Canada
$8.6K – – –
HIA
970
Harbor Investment Advisory
Maryland
$7.83K – – –
SFG
971
Strive Financial Group
Indiana
$6.8K – – –
GJIA
972
Glass Jacobson Investment Advisors
Maryland
$6.58K – – –
TWIM
973
TIAA Wealth Investment Management
New York
$6.04K – – –
BAM
974
Bellevue Asset Management
Washington
$5.33K – – –
NL
975
NorthAvenue LLC
Ohio
$4.25K – – –