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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
351
Destiny Wealth Partners
Florida
$561K
WF
352
Wayfinding Financial
Washington
$555K +$569K +24,027 New
VT
353
Vise Technologies
New York
$553K +$536K +22,641 New
OPS
354
Orion Portfolio Solutions
Nebraska
$552K +$160K +6,747 +42%
MWAM
355
Manhattan West Asset Management
California
$552K +$535K +22,602 New
JGCM
356
Joseph Group Capital Management
Ohio
$539K +$523K +22,071 New
LF
357
LifeSteps Financial
California
$537K +$33.9K +1,431 +7%
Stifel Financial
358
Stifel Financial
Missouri
$533K -$31.1K -1,311 -6%
MGWM
359
Marks Group Wealth Management
Minnesota
$526K
RC
360
Roundview Capital
New Jersey
$525K
MFC
361
Morris Financial Concepts
South Carolina
$512K +$496K +20,958 New
KA
362
Klingman & Associates
New York
$510K
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$499K +$39.2K +1,653 +9%
SBIA
364
Sheaff Brock Investment Advisors
Indiana
$495K -$21.3K -900 -4%
NEPWA
365
New England Private Wealth Advisors
Massachusetts
$495K +$2.63K +111 +0.6%
BDFN
366
Bond & Devick Financial Network
Minnesota
$493K
ZIM
367
Zacks Investment Management
Illinois
$492K +$197K +8,301 +70%
MAG
368
Mayfair Advisory Group
Alabama
$490K
Vanguard Capital Wealth Advisors
369
Vanguard Capital Wealth Advisors
Colorado
$489K +$130K +5,478 +38%
DFA
370
DHJJ Financial Advisors
Illinois
$484K +$53.2K +2,244 +13%
NA
371
NewEdge Advisors
Louisiana
$483K +$212K +8,937 +82%
TIM
372
Thompson Investment Management
Wisconsin
$480K +$5.54K +234 +1%
IF
373
Ironwood Financial
Arizona
$480K +$325K +13,719 +230%
CIR
374
Clear Investment Research
Georgia
$478K
RCM
375
Radnor Capital Management
Pennsylvania
$477K +$463K +19,560 New