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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
326
Lantz Financial
Illinois
$656K
ASN
327
Advisory Services Network
Georgia
$652K -$12.1K -510 -2%
SWM
328
Southern Wealth Management
Texas
$648K -$5.33M -224,949 -89%
RFA
329
Resurgent Financial Advisors
Georgia
$645K +$626K +26,439 New
CWM
330
Cadence Wealth Management
Massachusetts
$642K -$58.6K -2,475 -9%
NS
331
Newman & Schimel
Illinois
$642K +$8.95K +378 +1%
WDL
332
Well Done LLC
Michigan
$641K
SSWM
333
Smith Salley Wealth Management
North Carolina
$633K
AA
334
Alesco Advisors
New York
$630K -$9.03K -381 -1%
Dimensional Fund Advisors
335
Dimensional Fund Advisors
Texas
$626K +$608K +25,668 New
LWM
336
Loveless Wealth Management
Montana
$619K +$33.3K +1,407 +6%
LNC
337
Lincoln National Corp
Pennsylvania
$612K +$15.5K +654 +3%
AWMG
338
Alliance Wealth Management Group
New Jersey
$604K
TCM
339
Towercrest Capital Management
Pennsylvania
$604K
William Blair & Company
340
William Blair & Company
Illinois
$601K +$4.26K +180 +0.7%
PNC Financial Services Group
341
PNC Financial Services Group
Pennsylvania
$601K +$40K +1,689 +7%
CC
342
Cassaday & Co
Virginia
$598K
PS
343
Portfolio Solutions
Michigan
$597K +$3.27K +138 +0.6%
IF
344
Intrua Financial
Texas
$591K +$143K +6,048 +33%
Bank of New York Mellon
345
Bank of New York Mellon
New York
$587K +$46.2K +1,950 +9%
RIM
346
Rockbridge Investment Management
New York
$578K +$36.9K +1,557 +7%
AWM
347
Avior Wealth Management
Nebraska
$577K -$51.7K -2,184 -8%
RPGK
348
Retirement Planning Group (Kansas)
Kansas
$574K -$26.8K -1,131 -5%
BAM
349
Belpointe Asset Management
Nevada
$574K
CFGS
350
Concourse Financial Group Securities
Alabama
$569K -$172K -7,278 -24%