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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
326
Wealthspire Advisors (New York)
New York
$811K -$76.8K -3,519 -9%
MPM
327
Meritage Portfolio Management
Kansas
$799K -$197 -9 -0%
AIP
328
Almanack Investment Partners
Pennsylvania
$787K -$5.17K -237 -0.7%
CBFP
329
Cedar Brook Financial Partners
Ohio
$779K -$76.8K -3,516 -9%
PP
330
Pegasus Partners
Wisconsin
$772K
JF
331
Joule Financial
Kentucky
$766K -$15.3K -699 -2%
PFA
332
Pinnacle Family Advisors
Missouri
$763K +$16K +735 +2%
BDFN
333
Bond & Devick Financial Network
Minnesota
$762K
IAIM
334
International Assets Investment Management
Florida
$761K +$702K +32,142 New
RFA
335
Resurgent Financial Advisors
Georgia
$761K -$84.9K -3,888 -10%
SG
336
StoneX Group
New York
$752K +$46.5K +2,130 +7%
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$751K +$26.2K +1,200 +4%
WIA
338
World Investment Advisors
California
$733K -$105K -4,794 -13%
JCIA
339
Jackson Creek Investment Advisors
Colorado
$731K -$9.17K -420 -1%
JIC
340
Johnson Investment Counsel
Ohio
$719K -$1.18K -54 -0.2%
SFG
341
Sovereign Financial Group
Connecticut
$717K -$385K -17,643 -35%
FTUS
342
Flow Traders U.S.
New York
$717K -$3.27M -149,937 -82%
MWM
343
Mission Wealth Management
California
$714K +$490K +22,464 +237%
VCP
344
Vista Capital Partners
Oregon
$710K -$10.8K -495 -2%
FWS
345
FinDec Wealth Services
California
$701K -$282K -12,915 -29%
BWP
346
Bernardo Wealth Planning
Pennsylvania
$697K
PNC Financial Services Group
347
PNC Financial Services Group
Pennsylvania
$696K +$99.6K +4,563 +17%
CWA
348
CM Wealth Advisors
Ohio
$694K
AA
349
Aire Advisors
California
$687K -$17.9K -819 -3%
MAM
350
Marquette Asset Management
Minnesota
$683K -$141K -6,459 -17%