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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
351
Belpointe Asset Management
Nevada
$597K +$37.1K +1,566 +7%
William Blair & Company
352
William Blair & Company
Illinois
$594K +$7.81K +330 +1%
AWMG
353
Alliance Wealth Management Group
New Jersey
$589K
TCM
354
Towercrest Capital Management
Pennsylvania
$589K
PS
355
Portfolio Solutions
Michigan
$584K +$2.56K +108 +0.4%
JGCM
356
Joseph Group Capital Management
Ohio
$580K +$54.3K +2,295 +10%
SBIA
357
Sheaff Brock Investment Advisors
Indiana
$576K +$93K +3,930 +19%
RIM
358
Rockbridge Investment Management
New York
$565K -$568 -24 -0.1%
RDWM
359
Red Door Wealth Management
Tennessee
$559K -$506K -21,387 -48%
FTUS
360
Flow Traders U.S.
New York
$555K +$552K +23,310 New
AWM
361
Avior Wealth Management
Nebraska
$548K -$14.3K -606 -3%
DFA
362
DHJJ Financial Advisors
Illinois
$545K +$71.2K +3,006 +15%
BFG
363
Berger Financial Group
Minnesota
$542K +$94.5K +3,990 +21%
IF
364
Ironwood Financial
Arizona
$539K +$70.8K +2,991 +15%
FSG
365
Financial Strategies Group
Michigan
$527K +$524K +22,131 New
Stifel Financial
366
Stifel Financial
Missouri
$516K -$3.83K -162 -0.7%
LF
367
LifeSteps Financial
California
$515K -$8.95K -378 -2%
ABC
368
Associated Banc-Corp
Wisconsin
$515K +$513K +21,660 New
MGWM
369
Marks Group Wealth Management
Minnesota
$513K
RC
370
Roundview Capital
New Jersey
$512K
TIM
371
Thompson Investment Management
Wisconsin
$511K +$43.3K +1,830 +9%
DIS
372
Diversified Investment Strategies
Louisiana
$502K +$50.8K +2,145 +11%
MWM
373
Meridian Wealth Management
Kentucky
$502K +$221K +9,315 +79%
BJL
374
Brighton Jones LLC
Washington
$489K +$28.5K +1,203 +6%
CIBC Private Wealth Group
375
CIBC Private Wealth Group
Georgia
$486K