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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
251
Patton Albertson Miller Group
Tennessee
$1.05M +$486 +21 +0%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$1.02M -$16K -693 -2%
PCWA
253
Pacific Capital Wealth Advisors
California
$1.02M +$1.39K +60 +0.1%
MIAN
254
Mariner Independent Advisor Network
Kansas
$1.01M +$1.25K +54 +0.1%
JCIA
255
Jackson Creek Investment Advisors
Colorado
$1M -$24.4K -1,053 -2%
MAM
256
Marotta Asset Management
Virginia
$959K +$49K +2,118 +5%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$958K +$80.5K +3,480 +9%
RG
258
Retirement Group
California
$933K -$46.9K -2,028 -5%
BBW
259
Blue Barn Wealth
Utah
$923K -$15.1K -654 -2%
PP
260
Pegasus Partners
Wisconsin
$907K
CAG
261
Compass Advisory Group
New York
$903K +$1.8K +78 +0.2%
AWM
262
Apollon Wealth Management
South Carolina
$894K +$56.8K +2,457 +7%
CFD
263
Creative Financial Designs
Indiana
$890K +$25.4K +1,098 +3%
RIA
264
Regal Investment Advisors
Michigan
$887K +$29.4K +1,269 +3%
BAM
265
Baldrige Asset Management
Pennsylvania
$885K -$1.67K -72 -0.2%
MWA
266
Martel Wealth Advisors
Washington
$884K +$97.7K +4,224 +10%
CIP
267
Capital Insight Partners
Arizona
$875K -$52.3K -2,262 -5%
TFA
268
Teamwork Financial Advisors
Texas
$867K -$56K -2,421 -6%
MWM
269
Merriman Wealth Management
Washington
$864K -$7.91K -342 -0.9%
MPM
270
Meritage Portfolio Management
Kansas
$862K +$93.8K +4,056 +12%
HTC
271
Haverford Trust Company
Pennsylvania
$847K +$1.87K +81 +0.2%
SWP
272
Stratos Wealth Partners
Ohio
$836K -$1.11K -48 -0.1%
BCIM
273
Bishop & Co Investment Management
Pennsylvania
$828K +$24.6K +1,062 +3%
BRWM
274
B. Riley Wealth Management
Tennessee
$813K +$836K +36,159 New
BL
275
BCWM LLC
Kansas
$796K -$48.6K -2,103 -6%