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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBT
101
Dubuque Bank & Trust
Iowa
$9K – – –
IWMPD
102
Integrated Wealth Management (Palm Desert)
California
$8K +$8.73K +600 New
MA
103
MCF Advisors
Kentucky
$5K -$17.4K -1,194 -78%
VNA
104
Valley National Advisers
Pennsylvania
$5K -$6.94K -477 -59%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$5K -$3.93K -270 -45%
BWA
106
Burt Wealth Advisors
Maryland
$3K – – –
GWM
107
Gupta Wealth Management
California
$3K +$2.53K +174 New
ASN
108
Advisory Services Network
Georgia
$2K – – –
PFG
109
Piershale Financial Group
Illinois
$1K -$13.7M -938,946 -100%
FMP
110
Financial Management Professionals
Texas
– -$41.6M -2,826,693 Closed
SS
111
Simplicity Solutions
Minnesota
– -$1.64M -111,249 Closed
FFA
112
First Foundation Advisors
California
– -$751K -51,087 Closed
VDI
113
Vaughan David Investments
Illinois
– -$336K -22,839 Closed
HSA
114
HBK Sorce Advisory
Pennsylvania
– -$249K -16,959 Closed
CC
115
Cassaday & Co
Virginia
– -$129K -8,793 Closed
SEIA
116
Signature Estate & Investment Advisors
California
– -$115K -7,797 Closed
BRWA
117
B. Riley Wealth Advisors
Florida
– -$71K -4,800 Closed
CG
118
Colony Group
Massachusetts
– -$59K -4,029 Closed
NPC
119
National Planning Corporation
California
– -$40.4K -2,793 Closed
MAS
120
Madden Advisory Services
Florida
– -$13K -891 Closed
GI
121
Gradient Investments
Minnesota
– +$44 +3 New