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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
SOL Capital Management
Maryland
$810K -$16.4K -723 -2%
MWA
277
Martel Wealth Advisors
Washington
$806K +$57.8K +2,547 +6%
MCM
278
Mengis Capital Management
Oregon
$788K -$37.3K -1,644 -5%
MPM
279
Meritage Portfolio Management
Kansas
$781K -$21.3K -939 -3%
CBFP
280
Cedar Brook Financial Partners
Ohio
$766K +$20.4K +900 +3%
CFGS
281
Concourse Financial Group Securities
Alabama
$732K +$119K +5,256 +20%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$728K
RDWM
283
Red Door Wealth Management
Tennessee
$719K +$716K +31,575 New
BWP
284
Bernardo Wealth Planning
Pennsylvania
$716K
JPLA
285
Joseph P. Lucia & Associates
New York
$700K +$63K +2,775 +10%
IAS
286
IMA Advisory Services
Colorado
$699K
WWM
287
WT Wealth Management
Arizona
$688K -$1.91K -84 -0.3%
KJWM
288
Kiley Juergens Wealth Management
Washington
$687K -$12.9K -567 -2%
CWM
289
Cadence Wealth Management
Massachusetts
$680K -$207K -9,120 -23%
DADC
290
D.A. Davidson & Co
Montana
$657K
AIC
291
Ayalon Insurance Company
Israel
$637K +$279K +12,297 +79%
MCM
292
Manchester Capital Management
Vermont
$629K
PGFC
293
Peapack-Gladstone Financial Corp
New Jersey
$626K +$61.3K +2,700 +11%
TC
294
Tatro Capital
Kentucky
$623K -$9.26K -408 -1%
CWC
295
Carolinas Wealth Consulting
North Carolina
$617K +$98.5K +4,341 +19%
LF
296
Lantz Financial
Illinois
$613K
CDIA
297
Capital Directions Investment Advisors
Georgia
$611K +$608K +26,820 New
AWM
298
Avior Wealth Management
Nebraska
$602K -$1.97K -87 -0.3%
WDL
299
Well Done LLC
Michigan
$599K
AA
300
Alesco Advisors
New York
$598K