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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
$795K -$4.16K -180 -0.5%
IAIM
277
International Assets Investment Management
Florida
$777K -$97.6K -4,218 -15%
MCM
278
Mengis Capital Management
Oregon
$753K -$25.7K -1,110 -3%
RDWM
279
Red Door Wealth Management
Tennessee
$711K +$694 +30 +0.1%
BWP
280
Bernardo Wealth Planning
Pennsylvania
$707K
FWM
281
Frontier Wealth Management
Missouri
$702K +$115K +4,974 +19%
US Bancorp
282
US Bancorp
Minnesota
$692K -$1.22M -52,938 -63%
JPLA
283
Joseph P. Lucia & Associates
New York
$690K -$1.32K -57 -0.2%
CFGS
284
Concourse Financial Group Securities
Alabama
$688K -$35.4K -1,530 -5%
KJWM
285
Kiley Juergens Wealth Management
Washington
$680K +$1.6K +69 +0.2%
IAS
286
IMA Advisory Services
Colorado
$672K -$19.1K -825 -3%
WWM
287
WT Wealth Management
Arizona
$668K -$11.5K -495 -2%
CBFP
288
Cedar Brook Financial Partners
Ohio
$661K -$97.6K -4,218 -13%
Goldman Sachs
289
Goldman Sachs
New York
$659K -$1.54M -66,501 -69%
DADC
290
D.A. Davidson & Co
Montana
$655K +$5.9K +255 +0.9%
PGFC
291
Peapack-Gladstone Financial Corp
New Jersey
$650K +$33.2K +1,437 +5%
CWM
292
Cadence Wealth Management
Massachusetts
$648K -$24K -1,038 -3%
GT
293
Greenleaf Trust
Michigan
$644K +$663K +28,650 New
MCM
294
Manchester Capital Management
Vermont
$621K
TC
295
Tatro Capital
Kentucky
$617K +$1.53K +66 +0.2%
ASN
296
Advisory Services Network
Georgia
$612K +$39.2K +1,695 +7%
CAWM
297
Capital Advisors Wealth Management
Washington
$605K -$259K -11,178 -29%
LF
298
Lantz Financial
Illinois
$605K
Renaissance Technologies
299
Renaissance Technologies
New York
$594K +$611K +26,400 New
MA
300
MONECO Advisors
Connecticut
$592K -$265K -11,445 -30%