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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
351
IAG Wealth Partners
Wisconsin
$199K -$64.2K -3,933 -25%
PC
352
Permanens Capital
New York
$198K +$26.7K +1,638 +16%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$194K +$7.93K +486 +4%
JP Morgan Chase
354
JP Morgan Chase
New York
$184K -$3.13K -192 -2%
AA
355
AlphaMark Advisors
Kentucky
$171K +$167K +10,245 New
CIAS
356
Capital Investment Advisory Services
North Carolina
$161K -$805K -49,275 -84%
TWA
357
TCI Wealth Advisors
Arizona
$152K -$149K -9,156 -50%
TFS
358
TrustCore Financial Services
Tennessee
$152K -$68.3K -4,182 -32%
PNC Financial Services Group
359
PNC Financial Services Group
Pennsylvania
$142K -$1.31M -80,232 -90%
BCA
360
Berman Capital Advisors
Georgia
$139K +$931 +57 +0.7%
FRA
361
Front Row Advisors
California
$139K +$4.41K +270 +3%
AC
362
AlphaCore Capital
California
$128K +$686 +42 +0.6%
BW
363
Bison Wealth
Georgia
$121K -$90.1K -5,520 -43%
EIP
364
Ellis Investment Partners
Pennsylvania
$119K +$882 +54 +0.8%
MWA
365
MFA Wealth Advisors
Pennsylvania
$119K +$116K +7,104 New
SPIA
366
Steward Partners Investment Advisory
New York
$118K -$34.3K -2,103 -23%
PFBT
367
Parkside Financial Bank & Trust
Missouri
$117K -$9.7K -594 -8%
RDWM
368
Red Door Wealth Management
Tennessee
$112K -$3.28K -201 -3%
LWM
369
Lenox Wealth Management
Ohio
$111K +$3.97K +243 +4%
FA
370
Fortis Advisors
Pennsylvania
$109K -$4.8K -294 -4%
KBFS
371
Kohmann Bosshard Financial Services
Ohio
$105K +$102K +6,267 New
SA
372
SRH Advisors
Kansas
$103K +$196 +12 +0.2%
SIC
373
Salem Investment Counselors
North Carolina
$80K
AIM
374
Anchor Investment Management
South Carolina
$77.2K -$4.65K -285 -6%
RWM
375
Raffa Wealth Management
District of Columbia
$76.1K