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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
251
Whitener Capital Management
North Carolina
$515K -$26.8K -1,641 -5%
RIA
252
Regal Investment Advisors
Michigan
$514K +$502K +30,774 New
AWM
253
Avior Wealth Management
Nebraska
$503K +$1.86K +114 +0.4%
SCM
254
SOL Capital Management
Maryland
$492K +$144K +8,820 +43%
JPLA
255
Joseph P. Lucia & Associates
New York
$485K -$6.37K -390 -1%
SDWMA
256
Schneider Downs Wealth Management Advisors
Pennsylvania
$476K
US Bancorp
257
US Bancorp
Minnesota
$473K -$200K -12,225 -30%
BRWM
258
B. Riley Wealth Management
Tennessee
$468K +$24.6K +1,509 +6%
SW
259
SlateStone Wealth
Florida
$457K -$129K -7,881 -22%
GRP
260
Global Retirement Partners
California
$455K +$50.2K +3,075 +13%
LF
261
Lantz Financial
Illinois
$449K -$207K -12,681 -32%
PGFC
262
Peapack-Gladstone Financial Corp
New Jersey
$428K +$117K +7,161 +39%
CCA
263
Clearwater Capital Advisors
Illinois
$421K -$32.1K -1,968 -7%
RIM
264
Rockbridge Investment Management
New York
$421K +$411K +25,197 New
AWMG
265
Alliance Wealth Management Group
New Jersey
$415K -$588 -36 -0.1%
TCM
266
Towercrest Capital Management
Pennsylvania
$415K -$588 -36 -0.1%
PWMG
267
Prestige Wealth Management Group
New Jersey
$412K -$1.02M -62,409 -72%
CC
268
Cassaday & Co
Virginia
$409K +$79K +4,836 +25%
SWP
269
Stratos Wealth Partners
Ohio
$408K -$1.65M -101,025 -81%
CCMD
270
Cypress Capital Management (Delaware)
Delaware
$408K -$1.64M -100,500 -80%
CAG
271
Csenge Advisory Group
Florida
$401K -$132K -8,073 -25%
JCM
272
Jacobsen Capital Management
Utah
$395K +$387K +23,694 New
MAG
273
Mayfair Advisory Group
Alabama
$391K
CBFP
274
Cedar Brook Financial Partners
Ohio
$390K +$8.28K +507 +2%
JWS
275
Juncture Wealth Strategies
Arizona
$387K -$473K -28,977 -56%