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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
276
Zacks Investment Management
Illinois
$366K +$19.4K +1,107 +6%
EA
277
Elm Advisors
California
$366K +$31.5K +1,800 +9%
BC
278
Bartlett & Co
Ohio
$365K +$2.52K +144 +0.7%
BCWM
279
Bartlett & Co Wealth Management
Ohio
$365K +$2.52K +144 +0.7%
JPLA
280
Joseph P. Lucia & Associates
New York
$359K -$146K -8,367 -29%
FWM
281
Frontier Wealth Management
Missouri
$358K -$9.55K -546 -3%
SHA
282
Seneca House Advisors
Virginia
$355K +$25.4K +1,452 +8%
CAG
283
Csenge Advisory Group
Florida
$347K -$74.2K -4,242 -18%
VCP
284
Vista Capital Partners
Oregon
$347K +$7.14K +408 +2%
CIR
285
Clear Investment Research
Georgia
$341K
RCM
286
Radnor Capital Management
Pennsylvania
$340K
DWT
287
Dorsey & Whitney Trust
South Dakota
$332K
DW
288
Domani Wealth
Pennsylvania
$325K -$13.5K -771 -4%
LF
289
LifeSteps Financial
California
$322K -$5.04K -288 -2%
BAM
290
Belpointe Asset Management
Nevada
$320K +$322K +18,420 New
SBIA
291
Sheaff Brock Investment Advisors
Indiana
$319K -$48.9K -2,796 -13%
CFD
292
Creative Financial Designs
Indiana
$316K +$318K +18,162 New
PWMG
293
Prestige Wealth Management Group
New Jersey
$315K -$114K -6,531 -27%
NFG
294
Nations Financial Group
Iowa
$313K -$19.7K -1,125 -6%
AW
295
ACG Wealth
Georgia
$312K -$5.19K -297 -2%
RJA
296
Raymond James & Associates
Florida
$308K +$18K +1,032 +6%
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$307K +$309K +17,664 New
FWM
298
Filbrandt Wealth Management
Wisconsin
$304K -$6.51K -372 -2%
PWA
299
Physician Wealth Advisors
Utah
$297K +$13K +744 +5%
BIM
300
Bridges Investment Management
Nebraska
$296K