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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
301
Seneca House Advisors
Virginia
$433K +$26.4K +1,413 +7%
MGWM
302
Marks Group Wealth Management
Minnesota
$428K
KCPG
303
Kavar Capital Partners Group
Kansas
$428K +$403K +21,573 New
Susquehanna International Group
304
Susquehanna International Group
Pennsylvania
$427K -$2.98M -159,657 -88%
BCWM
305
Bartlett & Co Wealth Management
Ohio
$420K +$3.87K +207 +1%
AAS
306
Avantax Advisory Services
Texas
$420K -$373K -19,950 -49%
BC
307
Bartlett & Co
Ohio
$420K +$3.87K +207 +1%
CWC
308
Carolinas Wealth Consulting
North Carolina
$420K +$116K +6,201 +41%
WAM
309
WNY Asset Management
New York
$420K +$395K +21,147 New
HWA
310
HHM Wealth Advisors
Tennessee
$415K -$21.6K -1,155 -5%
ZIM
311
Zacks Investment Management
Illinois
$414K -$3.31K -177 -0.8%
CFGS
312
Concourse Financial Group Securities
Alabama
$413K +$153K +8,172 +65%
SPIA
313
Steward Partners Investment Advisory
New York
$402K +$246K +13,179 +187%
BDFN
314
Bond & Devick Financial Network
Minnesota
$401K +$377K +20,184 New
Baird Financial Group
315
Baird Financial Group
Wisconsin
$399K +$376K +20,121 New
CFD
316
Creative Financial Designs
Indiana
$398K +$35.4K +1,896 +10%
BAM
317
Belpointe Asset Management
Nevada
$394K +$26K +1,392 +8%
JWS
318
Juncture Wealth Strategies
Arizona
$393K -$35.1K -1,878 -9%
Stifel Financial
319
Stifel Financial
Missouri
$392K +$79K +4,224 +27%
CIR
320
Clear Investment Research
Georgia
$389K
RCM
321
Radnor Capital Management
Pennsylvania
$388K
DWT
322
Dorsey & Whitney Trust
South Dakota
$379K
FA
323
Fountainhead AM
New Jersey
$379K +$357K +19,104 New
PGAM
324
Princeton Global Asset Management
New Jersey
$373K -$105K -5,592 -23%
FI
325
FormulaFolio Investments
Michigan
$373K +$41.2K +2,202 +13%