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Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
176
Patten Group
Tennessee
$27K – – –
ACM
177
Armbruster Capital Management
New York
$25K – – –
Citigroup
178
Citigroup
New York
$25K +$24.7K +1,500 New
GRP
179
Global Retirement Partners
California
$18K – – –
PB
180
Pinnacle Bancorp
Nebraska
$11K +$11K +669 New
MAS
181
Madden Advisory Services
Florida
$11K +$11.7K +711 New
SBL
182
Sargent Bickham Lagudis
Colorado
$9K +$8.58K +522 New
AIM
183
Anchor Investment Management
South Carolina
$8.69K – – –
SWA
184
Sutton Wealth Advisors
Florida
$8.05K – – –
CFD
185
Creative Financial Designs
Indiana
$8K +$4.73K +288 +171%
GI
186
Gradient Investments
Minnesota
$7K +$7.4K +450 New
AIA
187
Armor Investment Advisors
North Carolina
$6K – – –
PA
188
Parallel Advisors
California
$5K +$49 +3 +0.9%
CPIG
189
Chicago Partners Investment Group
Illinois
$5K +$4.83K +294 New
VNA
190
Valley National Advisers
Pennsylvania
$2K – – –
GWM
191
Geneos Wealth Management
Colorado
$1K +$1.97K +120 New
SIM
192
Sonora Investment Management
Arizona
$994 – – –
ACM
193
Avalon Capital Management
California
– -$7.63M -475,653 Closed
MIAN
194
Mariner Independent Advisor Network
Kansas
– -$7.09M -442,392 Closed
PFG
195
Piershale Financial Group
Illinois
– -$4.91M -306,069 Closed
WI
196
WrapManager Inc
California
– -$1.42M -88,647 Closed
LCC
197
Lincoln Capital Corp
Rhode Island
– -$1.38M -86,325 Closed
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
– -$1.03M -64,002 Closed
PCM
199
Pointe Capital Management
Michigan
– -$834K -52,047 Closed
PFA
200
Pinnacle Family Advisors
Missouri
– -$814K -50,820 Closed