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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
326
Private Advisor Group
New Jersey
$866K -$29.4K -1,356 -2%
RFA
327
Resurgent Financial Advisors
Georgia
$860K +$16.9K +780 +2%
KWM
328
Kolinsky Wealth Management
New Jersey
$859K +$4.16K +192 +0.5%
MIA
329
Milestone Investment Advisors
Wisconsin
$859K +$845K +39,021 New
CBFP
330
Cedar Brook Financial Partners
Ohio
$852K +$45.7K +2,112 +6%
WANY
331
Wealthspire Advisors (New York)
New York
$852K -$100K -4,629 -11%
LWM
332
Laidlaw Wealth Management
New York
$839K -$119K -5,505 -13%
PFA
333
Pinnacle Family Advisors
Missouri
$835K +$821K +37,932 New
HI
334
Harbour Investments
Wisconsin
$832K +$145K +6,720 +22%
HTC
335
Haverford Trust Company
Pennsylvania
$831K
MPM
336
Meritage Portfolio Management
Kansas
$828K -$3.24M -149,472 -80%
MFG
337
Magnus Financial Group
New York
$825K +$112K +5,175 +16%
FAG
338
Fortitude Advisory Group
Washington
$824K +$11.2K +516 +1%
BAM
339
Baldrige Asset Management
Pennsylvania
$818K -$29.3K -1,353 -4%
BFG
340
Berger Financial Group
Minnesota
$816K +$240K +11,091 +43%
AIM
341
Athena Investment Management
California
$811K +$83.3K +3,846 +12%
HI
342
Hoey Investments
Pennsylvania
$809K -$1.56K -72 -0.2%
SWA
343
Sax Wealth Advisors
New Jersey
$806K
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$803K +$37.3K +1,725 +5%
CFD
345
Creative Financial Designs
Indiana
$803K +$42.5K +1,965 +6%
WMR
346
Wealth Management Resources
Rhode Island
$784K -$7.08K -327 -0.9%
SWM
347
Southern Wealth Management
Texas
$783K +$53K +2,448 +7%
JF
348
Joule Financial
Kentucky
$768K -$1.04K -48 -0.1%
GCM
349
Gunderson Capital Management
South Carolina
$767K +$755K +34,866 New
PP
350
Pegasus Partners
Wisconsin
$760K -$652K -30,129 -47%