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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DBT
251
Dubuque Bank & Trust
Iowa
$10K
TFA
252
Toth Financial Advisory
Virginia
$9K +$8.54K +480 New
SWA
253
Sutton Wealth Advisors
Florida
$8.86K
AIA
254
Armor Investment Advisors
North Carolina
$7K
ME
255
McIlrath & Eck
Washington
$7K +$6.94K +390 New
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$6K -$6.67K -375 -54%
PA
257
Parallel Advisors
California
$6K
ADL
258
Asset Dedication LLC
California
$4K +$3.84K +216 +655%
MFW
259
Mosaic Family Wealth
Missouri
$4K +$4.38K +246 New
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$2K -$36.8K -2,067 -95%
PG
261
Patten Group
Tennessee
$2K -$214 -12 -10%
VNA
262
Valley National Advisers
Pennsylvania
$2K
SIM
263
Sonora Investment Management
Arizona
$1.09K
JP Morgan Chase
264
JP Morgan Chase
New York
$1K -$587 -33 -37%
BCP
265
Blackhawk Capital Partners
Wisconsin
$1K +$641 +36 New
TL
266
TrueWealth LLC
Georgia
$1K +$854 +48 New
YMRC
267
Yorktown Management & Research Company
Virginia
-$4.66M -270,000 Closed
ICOA
268
Investment Centers of America
North Dakota
-$2.25M -130,164 Closed
NPC
269
National Planning Corporation
California
-$2.1M -121,815 Closed
SIA
270
Starfire Investment Advisers
Michigan
-$1.17M -67,761 Closed
PFA
271
Pure Financial Advisors
California
-$806K -46,656 Closed
Stifel Financial
272
Stifel Financial
Missouri
-$551K -31,929 Closed
AL
273
Aspiriant LLC
California
-$229K -13,239 Closed
WI
274
Wintrust Investments
Illinois
-$223K -12,924 Closed
SJIM
275
St. Johns Investment Management
Florida
-$105K -6,075 Closed