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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
326
Bond & Devick Financial Network
Minnesota
$439K
DIS
327
Diversified Investment Strategies
Louisiana
$438K +$176K +8,445 +72%
KA
328
Kovack Advisors
Florida
$437K +$419K +20,091 New
CIR
329
Clear Investment Research
Georgia
$426K
RCM
330
Radnor Capital Management
Pennsylvania
$426K
DWT
331
Dorsey & Whitney Trust
South Dakota
$415K
CIC
332
Carnegie Investment Counsel
Ohio
$414K +$44.9K +2,157 +13%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$405K -$2.44K -117 -0.6%
DW
334
Domani Wealth
Pennsylvania
$405K -$1.5K -72 -0.4%
TIM
335
Thompson Investment Management
Wisconsin
$403K +$6.88K +330 +2%
Stifel Financial
336
Stifel Financial
Missouri
$398K -$30.1K -1,443 -7%
LF
337
LifeSteps Financial
California
$398K +$687 +33 +0.2%
KA
338
Klingman & Associates
New York
$394K +$36.8K +1,767 +11%
NFG
339
Nations Financial Group
Iowa
$391K -$625 -30 -0.2%
PGAM
340
Princeton Global Asset Management
New Jersey
$390K -$18.7K -900 -5%
BO
341
BRR OpCo
Ohio
$390K -$4.63K -222 -1%
APG
342
Abacus Planning Group
South Carolina
$385K +$7.87K +378 +2%
VCP
343
Vista Capital Partners
Oregon
$385K +$17.1K +822 +5%
FWM
344
Filbrandt Wealth Management
Wisconsin
$380K
APA
345
American Portfolios Advisors
New York
$377K +$196K +9,393 +118%
PWA
346
Physician Wealth Advisors
Utah
$371K +$2.5K +120 +0.7%
BIM
347
Bridges Investment Management
Nebraska
$370K
PWMG
348
Prestige Wealth Management Group
New Jersey
$369K -$24.1K -1,155 -6%
SFWC
349
Strategic Family Wealth Counselors
New Jersey
$369K
JCM
350
Jacobsen Capital Management
Utah
$359K -$139K -6,696 -29%