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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
301
Marquette Asset Management
Minnesota
$1.13M
SWM
302
Seed Wealth Management
Illinois
$1.06M +$1.05M +48,360 New
GJIA
303
Glass Jacobson Investment Advisors
Maryland
$1.06M +$1.04M +48,132 New
AIM
304
Avity Investment Management
Connecticut
$1.06M
NA
305
NewEdge Advisors
Louisiana
$1.03M +$1.05M +48,288 New
Bank of Montreal
306
Bank of Montreal
Ontario, Canada
$1.01M +$25.9K +1,197 +3%
CWC
307
Carolinas Wealth Consulting
North Carolina
$1.01M -$266K -12,282 -21%
KAM
308
KEB Asset Management
Illinois
$998K
ZF
309
Zhang Financial
Michigan
$987K +$233K +10,743 +32%
PCWA
310
Pacific Capital Wealth Advisors
California
$985K -$98.5K -4,548 -9%
CCM
311
Condor Capital Management
New Jersey
$972K -$14.9K -690 -2%
PAMG
312
Patton Albertson Miller Group
Tennessee
$968K
BCM
313
Brookstone Capital Management
Illinois
$963K +$70.1K +3,237 +8%
ASN
314
Advisory Services Network
Georgia
$962K +$35.9K +1,659 +4%
AWM
315
Apollon Wealth Management
South Carolina
$960K +$53.3K +2,463 +6%
SCM
316
SOL Capital Management
Maryland
$954K -$3.25K -150 -0.3%
JPLA
317
Joseph P. Lucia & Associates
New York
$952K -$49.2K -2,271 -5%
DI
318
DFPG Investments
Utah
$932K +$886K +40,908 New
ACA
319
Atlas Capital Advisors
Wyoming
$924K -$423K -19,557 -32%
KJWM
320
Kiley Juergens Wealth Management
Washington
$918K +$9.68K +447 +1%
ASI
321
Advisory Services & Investments
Oregon
$915K -$283K -13,053 -24%
SWM
322
Silverlake Wealth Management
Vermont
$891K -$7.08K -327 -0.8%
MOS
323
MGO One Seven
Ohio
$889K +$874K +40,392 New
RBFC
324
Roman Butler Fullerton & Co
Missouri
$880K +$836K +38,610 New
PWM
325
Prosperity Wealth Management
California
$870K +$856K +39,546 New