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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
226
Buckingham Strategic Wealth
Missouri
$972K -$226K -12,111 -20%
LAIC
227
Lederer & Associates Investment Counsel
California
$964K -$14.1K -753 -2%
AL
228
Aspiriant LLC
California
$953K
SWPG
229
Strategic Wealth Partners Group
Illinois
$935K -$47.8K -2,559 -5%
PCWA
230
Pacific Capital Wealth Advisors
California
$925K -$8.41K -450 -1%
TRCT
231
Tower Research Capital (TRC)
New York
$907K +$854K +45,699 +152,330%
MIAN
232
Mariner Independent Advisor Network
Kansas
$899K +$161K +8,598 +23%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$898K +$112 +6 +0%
CI
234
CX Institutional
Indiana
$843K +$794K +42,486 New
JCIA
235
Jackson Creek Investment Advisors
Colorado
$835K +$82.6K +4,419 +12%
BL
236
BCWM LLC
Kansas
$824K +$1.4K +75 +0.2%
CIP
237
Capital Insight Partners
Arizona
$817K +$2.02K +108 +0.3%
VFA
238
Valeo Financial Advisors
Indiana
$802K -$13.2K -708 -2%
CAG
239
Compass Advisory Group
New York
$792K +$746K +39,930 New
GCA
240
Gradient Capital Advisors
California
$787K +$127K +6,789 +21%
MPM
241
Meritage Portfolio Management
Kansas
$749K -$15.3K -816 -2%
NWS
242
Newport Wealth Strategies
California
$744K
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$728K
MWA
244
Martel Wealth Advisors
Washington
$728K +$32.6K +1,743 +5%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$720K +$11.8K +630 +2%
BAM
246
Baldrige Asset Management
Pennsylvania
$718K +$68.1K +3,645 +11%
SWP
247
Stratos Wealth Partners
Ohio
$717K +$223K +11,952 +49%
MCM
248
Mengis Capital Management
Oregon
$716K -$179K -9,552 -21%
KM
249
Kalos Management
Georgia
$715K -$9.42K -504 -1%
MAM
250
Marotta Asset Management
Virginia
$706K +$65.3K +3,495 +11%