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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
351
StoneX Group
New York
$588K +$34K +1,581 +6%
DADC
352
D.A. Davidson & Co
Montana
$587K +$58.1K +2,697 +10%
CWA
353
CM Wealth Advisors
Ohio
$586K
BJL
354
Brighton Jones LLC
Washington
$586K +$94.8K +4,404 +17%
IF
355
Ironwood Financial
Arizona
$583K +$17.4K +807 +3%
WCM
356
Whitener Capital Management
North Carolina
$570K +$17.2K +801 +3%
S
357
SignatureFD
Georgia
$565K +$539K +25,044 +637%
CI
358
CPR Investments
Michigan
$562K +$620K +28,797 New
PGFC
359
Peapack-Gladstone Financial Corp
New Jersey
$559K -$168K -7,818 -21%
GT
360
Greenleaf Trust
Michigan
$559K
IAS
361
IMA Advisory Services
Colorado
$558K
JIC
362
Johnson Investment Counsel
Ohio
$556K +$200K +9,291 +48%
KCM
363
Kathmere Capital Management
Pennsylvania
$554K +$612K +28,407 New
RWP
364
Revolve Wealth Partners
New Jersey
$548K -$30.5K -1,416 -5%
CIP
365
Capital Insight Partners
Arizona
$538K -$44K -2,043 -7%
KA
366
Kovack Advisors
Florida
$535K +$775 +36 +0.1%
RDWM
367
Red Door Wealth Management
Tennessee
$535K +$1.68K +78 +0.3%
BDFN
368
Bond & Devick Financial Network
Minnesota
$529K +$103K +4,764 +21%
Citadel Advisors
369
Citadel Advisors
Florida
$526K +$580K +26,958 New
TIM
370
Thompson Investment Management
Wisconsin
$525K +$27.5K +1,278 +5%
AIC
371
Ayalon Insurance Company
Israel
$524K -$146K -6,783 -20%
TFA
372
Teamwork Financial Advisors
Texas
$516K +$646 +30 +0.1%
UB
373
UMB Bank
Missouri
$515K
SBIA
374
Sheaff Brock Investment Advisors
Indiana
$515K +$1.61K +75 +0.3%
SOS
375
Silver Oak Securities
Tennessee
$514K +$229K +10,632 +80%