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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
226
Carret Asset Management
New York
$246K
EWM
227
Empirical Wealth Management
Washington
$245K
STMM
228
South Texas Money Management
Texas
$239K -$2.25M -121,509 -90%
AIP
229
Almanack Investment Partners
Pennsylvania
$237K +$239K +12,906 New
JA
230
JOYN Advisors
Georgia
$232K -$2.45K -132 -1%
Stifel Financial
231
Stifel Financial
Missouri
$230K +$4.73K +255 +2%
AWMF
232
Arbor Wealth Management (Florida)
Florida
$229K -$4.17K -225 -2%
BAM
233
Belpointe Asset Management
Nevada
$229K +$227K +12,240 New
TIM
234
Thompson Investment Management
Wisconsin
$228K +$9.18K +495 +4%
MPM
235
Meritage Portfolio Management
Kansas
$227K -$83.3K -4,494 -27%
GP
236
Girard Partners
Pennsylvania
$227K -$4K -216 -2%
HK
237
Horizon Kinetics
New York
$223K
TFS
238
TrustCore Financial Services
Tennessee
$222K +$126K +6,795 +134%
FA
239
Fortis Advisors
Pennsylvania
$218K -$23.2K -1,251 -10%
EA
240
Elm Advisors
California
$213K
VDI
241
Vaughan David Investments
Illinois
$210K +$208K +11,247 New
ONB
242
Old National Bancorp
Indiana
$200K -$32.8K -1,767 -14%
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$185K +$80.2K +4,329 +77%
CAG
244
Csenge Advisory Group
Florida
$180K +$188K +10,137 New
SWP
245
Strategic Wealth Partners
Ohio
$179K
APA
246
American Portfolios Advisors
New York
$176K -$1.39K -75 -0.8%
CFGS
247
Concourse Financial Group Securities
Alabama
$169K +$168K +9,054 New
S
248
SignatureFD
Georgia
$162K -$76.6K -4,131 -32%
WSTAM
249
Wilbanks Smith & Thomas Asset Management
Virginia
$155K +$154K +8,301 New
EWM
250
Edge Wealth Management
New York
$154K -$17.2K -930 -10%