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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
251
Acorn Financial Advisory Services
Virginia
$510K -$125K -7,167 -20%
SBL
252
Sargent Bickham Lagudis
Colorado
$497K -$109K -6,255 -18%
US Bancorp
253
US Bancorp
Minnesota
$493K
LF
254
Lantz Financial
Illinois
$468K
SW
255
SlateStone Wealth
Florida
$463K -$12.8K -729 -3%
PGFC
256
Peapack-Gladstone Financial Corp
New Jersey
$445K
KP
257
Keel Point
Alabama
$445K +$447K +25,587 New
RIM
258
Rockbridge Investment Management
New York
$438K
AFA
259
Atlanta Financial Associates
Georgia
$436K +$81.8K +4,677 +23%
AWMG
260
Alliance Wealth Management Group
New Jersey
$432K
TCM
261
Towercrest Capital Management
Pennsylvania
$432K
RG
262
Retirement Group
California
$430K +$35.1K +2,007 +9%
CCA
263
Clearwater Capital Advisors
Illinois
$428K -$10.5K -600 -2%
CC
264
Cassaday & Co
Virginia
$426K
PGAM
265
Princeton Global Asset Management
New Jersey
$425K -$1.84M -105,171 -81%
SWP
266
Stratos Wealth Partners
Ohio
$420K -$4.62K -264 -1%
AssetMark Inc
267
AssetMark Inc
California
$420K +$422K +24,126 New
MAG
268
Mayfair Advisory Group
Alabama
$407K
JCM
269
Jacobsen Capital Management
Utah
$406K -$5.51K -315 -1%
WPA
270
West Paces Advisors
Georgia
$397K
HWA
271
HHM Wealth Advisors
Tennessee
$384K -$4.14K -237 -1%
CBFP
272
Cedar Brook Financial Partners
Ohio
$378K -$27.9K -1,593 -7%
JWS
273
Juncture Wealth Strategies
Arizona
$377K -$25.7K -1,470 -6%
PA
274
Parallel Advisors
California
$377K +$61.9K +3,540 +19%
MGWM
275
Marks Group Wealth Management
Minnesota
$375K