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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
351
Kovack Advisors
Florida
$570K +$673 +30 +0.1%
HGERS
352
Householder Group Estate & Retirement Specialist
Arizona
$569K -$13.2K -588 -2%
MLA
353
My Legacy Advisors
Oregon
$569K -$1.95K -87 -0.3%
RDWM
354
Red Door Wealth Management
Tennessee
$569K +$86.8K +3,867 +16%
TFA
355
Teamwork Financial Advisors
Texas
$550K -$53.3K -2,373 -8%
UB
356
UMB Bank
Missouri
$549K +$488K +21,726 +465%
SBIA
357
Sheaff Brock Investment Advisors
Indiana
$548K +$47.5K +2,115 +9%
WDL
358
Well Done LLC
Michigan
$546K
CWM
359
Cadence Wealth Management
Massachusetts
$543K -$29.8K -1,329 -5%
HWA
360
HHM Wealth Advisors
Tennessee
$543K -$25.1K -1,119 -4%
SSWM
361
Smith Salley Wealth Management
North Carolina
$540K
BAM
362
Belpointe Asset Management
Nevada
$540K +$18.7K +834 +3%
TIM
363
Thompson Investment Management
Wisconsin
$534K +$93.2K +4,152 +19%
BJL
364
Brighton Jones LLC
Washington
$534K +$114K +5,073 +25%
BFG
365
Berger Financial Group
Minnesota
$532K +$62K +2,763 +12%
William Blair & Company
366
William Blair & Company
Illinois
$520K +$943 +42 +0.2%
NS
367
Newman & Schimel
Illinois
$517K -$22.7K -1,011 -4%
PS
368
Portfolio Solutions
Michigan
$514K +$3.3K +147 +0.6%
AWMG
369
Alliance Wealth Management Group
New Jersey
$513K -$1.95K -87 -0.4%
TCM
370
Towercrest Capital Management
Pennsylvania
$513K -$1.95K -87 -0.4%
Renaissance Technologies
371
Renaissance Technologies
New York
$512K +$552K +24,600 New
SSW
372
Stone Summit Wealth
Florida
$509K +$257K +11,445 +88%
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$508K +$336K +14,949 +158%
AWM
374
Avior Wealth Management
Nebraska
$498K +$20.3K +903 +4%
EP
375
Eudaimonia Partners
Tennessee
$495K +$307K +13,692 +136%