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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Avity Investment Management
Connecticut
$807K +$195K +8,250 +33%
CAWM
302
Capital Advisors Wealth Management
Washington
$788K +$128K +5,388 +20%
CBFP
303
Cedar Brook Financial Partners
Ohio
$783K +$63.6K +2,685 +9%
MCM
304
Mengis Capital Management
Oregon
$773K -$42.4K -1,791 -5%
BWP
305
Bernardo Wealth Planning
Pennsylvania
$767K
WWM
306
WT Wealth Management
Arizona
$745K +$20K +843 +3%
JPLA
307
Joseph P. Lucia & Associates
New York
$734K -$14.2K -600 -2%
IAS
308
IMA Advisory Services
Colorado
$730K +$711 +30 +0.1%
FWM
309
Frontier Wealth Management
Missouri
$726K -$34.6K -1,461 -5%
SG
310
StoneX Group
New York
$716K -$416K -17,568 -37%
RWP
311
Revolve Wealth Partners
New Jersey
$713K +$692K +29,223 New
GT
312
Greenleaf Trust
Michigan
$699K
US Bancorp
313
US Bancorp
Minnesota
$698K -$50.7K -2,142 -7%
AIM
314
AHL Investment Management
Florida
$696K +$676K +28,527 New
AIC
315
Ayalon Insurance Company
Israel
$695K +$326K +13,782 +94%
CW
316
CreativeOne Wealth
Kansas
$694K +$201K +8,469 +42%
AFAS
317
Acorn Financial Advisory Services
Virginia
$691K +$55.8K +2,355 +9%
SMA
318
Sage Mountain Advisors
Georgia
$686K +$666K +28,107 New
HGERS
319
Householder Group Estate & Retirement Specialist
Arizona
$677K +$657K +27,738 New
MCM
320
Manchester Capital Management
Vermont
$674K
WCM
321
Whitener Capital Management
North Carolina
$674K +$70.6K +2,982 +12%
DADC
322
D.A. Davidson & Co
Montana
$669K -$39.9K -1,683 -6%
TC
323
Tatro Capital
Kentucky
$669K +$213 +9 +0%
KA
324
Kovack Advisors
Florida
$668K +$108K +4,548 +20%
HWA
325
HHM Wealth Advisors
Tennessee
$662K +$184K +7,764 +40%