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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
226
Whitener Capital Management
North Carolina
$659K +$36.3K +1,965 +6%
VHAM
227
Van Hulzen Asset Management
California
$650K +$20.5K +1,110 +3%
ACA
228
Atlas Capital Advisors
Wyoming
$641K +$92.1K +4,983 +17%
IIC
229
Integrated Investment Consultants
Michigan
$641K -$15.5K -840 -2%
LPIC
230
LeJeune Puetz Investment Counsel
Michigan
$638K
JMPWA
231
JP Morgan Private Wealth Advisors
California
$622K +$51.3K +2,775 +9%
BIA
232
BHK Investment Advisors
Alabama
$611K +$55.4K +2,997 +10%
TFS
233
TrustCore Financial Services
Tennessee
$609K +$9.04K +489 +2%
FA
234
Financial Advisors
Massachusetts
$588K
CHP
235
Cable Hill Partners
Oregon
$567K -$304K -16,434 -35%
LBC
236
Lowe Brockenbrough & Co
Virginia
$565K
NWS
237
Newport Wealth Strategies
California
$563K -$17.5K -948 -3%
JCM
238
Jacobsen Capital Management
Utah
$556K +$550K +29,757 New
AL
239
Aspiriant LLC
California
$530K +$168K +9,096 +47%
MWA
240
Martel Wealth Advisors
Washington
$525K -$4.05M -218,979 -89%
ASN
241
Advisory Services Network
Georgia
$521K +$4.27K +231 +0.8%
HWA
242
HHM Wealth Advisors
Tennessee
$520K -$67.7K -3,660 -12%
GG
243
GenWealth Group
New Jersey
$517K +$60.4K +3,267 +14%
ZIM
244
Zacks Investment Management
Illinois
$504K +$51.7K +2,799 +12%
Goldman Sachs
245
Goldman Sachs
New York
$498K -$25.3M -1,371,153 -98%
BL
246
BCWM LLC
Kansas
$495K -$16.2K -879 -3%
AW
247
ACG Wealth
Georgia
$495K
TF
248
Trek Financial
Arizona
$485K -$18.4K -996 -4%
BPWA
249
Beacon Pointe Wealth Advisors
California
$485K +$8.48K +459 +2%
SIAS
250
Shine Investment Advisory Services
Colorado
$479K -$6.1K -330 -1%