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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPM
226
Meritage Portfolio Management
Kansas
$670K -$5.04K -288 -0.7%
BCWM
227
Blue Chip Wealth Management
Florida
$663K -$151K -8,658 -19%
MWA
228
Martel Wealth Advisors
Washington
$658K +$12.3K +702 +2%
JCIA
229
Jackson Creek Investment Advisors
Colorado
$655K +$658K +37,650 New
MIAN
230
Mariner Independent Advisor Network
Kansas
$639K -$115K -6,573 -15%
IAN
231
Integrated Advisors Network
Texas
$629K +$38.9K +2,223 +7%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$620K +$71.1K +4,065 +13%
WDL
233
Well Done LLC
Michigan
$616K -$1.24M -70,971 -67%
SG
234
StoneX Group
New York
$606K -$29.8K -1,704 -5%
NFG
235
Next Financial Group
Texas
$593K -$52K -2,973 -8%
BCIM
236
Bishop & Co Investment Management
Pennsylvania
$584K +$31.1K +1,776 +6%
FA
237
Financial Advisors
Massachusetts
$581K +$6.56K +375 +1%
BWP
238
Bernardo Wealth Planning
Pennsylvania
$578K -$75.9K -4,341 -12%
GCA
239
Gradient Capital Advisors
California
$572K +$6.77K +387 +1%
BAM
240
Baldrige Asset Management
Pennsylvania
$566K -$7.87K -450 -1%
AWA
241
Arkadios Wealth Advisors
Georgia
$566K +$787 +45 +0.1%
JFGIW
242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$561K -$49.9K -2,853 -8%
MAM
243
Marotta Asset Management
Virginia
$558K -$250K -14,280 -31%
AWM
244
Aprio Wealth Management
Georgia
$544K -$288K -16,461 -34%
GRP
245
Global Retirement Partners
California
$542K +$67.6K +3,864 +14%
WCM
246
Whitener Capital Management
North Carolina
$529K -$8.29K -474 -2%
JCM
247
Jacobi Capital Management
Pennsylvania
$525K +$528K +30,174 New
AWM
248
Avior Wealth Management
Nebraska
$524K +$577 +33 +0.1%
SCM
249
SOL Capital Management
Maryland
$521K +$8.13K +465 +2%
ANTB
250
AMG National Trust Bank
Colorado
$514K -$113K -6,450 -18%