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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
326
Joseph P. Lucia & Associates
New York
$718K -$174K -7,770 -19%
KA
327
Kovack Advisors
Florida
$716K +$97.6K +4,347 +15%
JCIA
328
Jackson Creek Investment Advisors
Colorado
$699K -$4.11K -183 -0.6%
JIC
329
Johnson Investment Counsel
Ohio
$690K -$1.21K -54 -0.2%
MPM
330
Meritage Portfolio Management
Kansas
$685K -$86.8K -3,867 -11%
WPW
331
Watershed Private Wealth
Illinois
$684K +$715K +31,851 New
VCP
332
Vista Capital Partners
Oregon
$681K -$1.42K -63 -0.2%
SFG
333
Sovereign Financial Group
Connecticut
$674K -$15.6K -696 -2%
GWM
334
GSB Wealth Management
Connecticut
$673K -$114K -5,088 -14%
BJL
335
Brighton Jones LLC
Washington
$670K +$94.4K +4,203 +16%
Goldman Sachs
336
Goldman Sachs
New York
$666K -$398K -17,712 -36%
AA
337
Aire Advisors
California
$664K +$4.11K +183 +0.6%
SG
338
StoneX Group
New York
$663K -$62.7K -2,790 -8%
BWP
339
Bernardo Wealth Planning
Pennsylvania
$660K -$10.6K -471 -2%
VP
340
Verum Partners
North Carolina
$657K +$1.48K +66 +0.2%
MAM
341
Marquette Asset Management
Minnesota
$656K
CWA
342
CM Wealth Advisors
Ohio
$655K
ACA
343
Atlas Capital Advisors
Wyoming
$640K
RDWM
344
Red Door Wealth Management
Tennessee
$639K -$15.8K -705 -2%
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$637K +$1.48K +66 +0.2%
CL
346
Choreo LLC
Illinois
$636K -$5.46K -243 -0.8%
GWM
347
Gray Wealth Management
Maine
$635K -$9.97K -444 -1%
IF
348
Ironwood Financial
Arizona
$619K +$64.9K +2,889 +11%
EH
349
Equitable Holdings
New York
$619K +$115K +5,115 +22%
GT
350
Greenleaf Trust
Michigan
$616K