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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
251
Retirement Group
California
$991K +$217K +9,585 +28%
SWM
252
Spire Wealth Management
Virginia
$959K -$81.1K -3,576 -8%
BBW
253
Blue Barn Wealth
Utah
$951K +$946K +41,709 New
CIP
254
Capital Insight Partners
Arizona
$939K -$7.42K -327 -0.8%
TFA
255
Teamwork Financial Advisors
Texas
$934K -$179K -7,884 -16%
MAM
256
Marotta Asset Management
Virginia
$929K +$47.3K +2,085 +5%
PP
257
Pegasus Partners
Wisconsin
$919K
CAG
258
Compass Advisory Group
New York
$913K +$1.77K +78 +0.2%
IAIM
259
International Assets Investment Management
Florida
$912K -$1.12M -49,281 -64%
Citadel Advisors
260
Citadel Advisors
Florida
$899K +$895K +39,459 New
BAM
261
Baldrige Asset Management
Pennsylvania
$898K -$3.81K -168 -0.4%
Baird Financial Group
262
Baird Financial Group
Wisconsin
$891K +$133K +5,844 +18%
MWM
263
Merriman Wealth Management
Washington
$884K -$360K -15,849 -29%
CFD
264
Creative Financial Designs
Indiana
$876K +$210K +9,243 +32%
RIA
265
Regal Investment Advisors
Michigan
$870K +$866K +38,172 New
CAWM
266
Capital Advisors Wealth Management
Washington
$868K +$499K +22,005 +137%
MA
267
MONECO Advisors
Connecticut
$861K -$151K -6,672 -15%
HTC
268
Haverford Trust Company
Pennsylvania
$856K +$177K +7,821 +26%
BL
269
BCWM LLC
Kansas
$855K -$91.9K -4,053 -10%
AWM
270
Apollon Wealth Management
South Carolina
$850K -$34.7K -1,530 -4%
SG
271
StoneX Group
New York
$850K +$12.8K +564 +2%
SWP
272
Stratos Wealth Partners
Ohio
$848K +$6.74K +297 +0.8%
KWM
273
Keebeck Wealth Management
Illinois
$842K -$1.84K -81 -0.2%
AF
274
Advisornet Financial
Minnesota
$822K +$80.8K +3,561 +11%
BCIM
275
Bishop & Co Investment Management
Pennsylvania
$815K +$18.8K +828 +2%