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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
351
Bryn Mawr Capital Management
Pennsylvania
$757K +$744K +34,383 New
JIC
352
Johnson Investment Counsel
Ohio
$752K +$123K +5,667 +20%
AIP
353
Almanack Investment Partners
Pennsylvania
$751K +$739K +34,140 New
BDFN
354
Bond & Devick Financial Network
Minnesota
$750K +$151K +6,960 +26%
RG
355
Retirement Group
California
$747K -$391K -18,042 -35%
BL
356
BFSG LLC
California
$728K +$716K +33,063 New
VCP
357
Vista Capital Partners
Oregon
$720K +$232K +10,719 +49%
GWM
358
Gray Wealth Management
Maine
$718K -$23.8K -1,098 -3%
MAM
359
Marotta Asset Management
Virginia
$717K -$5.39K -249 -0.8%
JCIA
360
Jackson Creek Investment Advisors
Colorado
$712K -$33.3K -1,539 -5%
WCM
361
Whitener Capital Management
North Carolina
$702K +$56.8K +2,622 +9%
SG
362
StoneX Group
New York
$692K +$27.9K +1,290 +4%
AWM
363
Atticus Wealth Management
Florida
$690K +$638K +29,448 +1,529%
Rockefeller Capital Management
364
Rockefeller Capital Management
New York
$687K -$13.8K -639 -2%
BWP
365
Bernardo Wealth Planning
Pennsylvania
$686K
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$684K +$117K +5,406 +21%
AIC
367
Ayalon Insurance Company
Israel
$682K +$88.5K +4,086 +15%
IP
368
Ignite Planners
California
$681K +$647K +29,886 New
BFO
369
Biltmore Family Office
North Carolina
$680K +$669K +30,903 New
IAIM
370
International Assets Investment Management
Florida
$679K -$844 -39 -0.1%
LPAM
371
Lodestar Private Asset Management
California
$679K +$668K +30,861 New
BBW
372
Blue Barn Wealth
Utah
$676K -$38.6K -1,782 -5%
VP
373
Verum Partners
North Carolina
$672K +$661K +30,528 New
CWA
374
CM Wealth Advisors
Ohio
$662K
RDWM
375
Red Door Wealth Management
Tennessee
$659K +$54.2K +2,502 +9%