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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
351
Whitener Capital Management
North Carolina
$738K +$40.9K +1,842 +6%
PFA
352
Pinnacle Family Advisors
Missouri
$730K -$101K -4,548 -12%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$729K -$69.6K -3,132 -9%
JCIA
354
Jackson Creek Investment Advisors
Colorado
$724K +$17.3K +777 +2%
AIM
355
Athena Investment Management
California
$708K -$98.8K -4,446 -12%
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$708K +$25.5K +1,149 +4%
LWM
357
Laidlaw Wealth Management
New York
$705K -$131K -5,886 -15%
VCP
358
Vista Capital Partners
Oregon
$705K -$9.94K -447 -1%
JIC
359
Johnson Investment Counsel
Ohio
$704K -$43.3K -1,950 -6%
FAG
360
Fortitude Advisory Group
Washington
$699K -$122K -5,478 -15%
AWM
361
Atticus Wealth Management
Florida
$690K +$4K +180 +0.6%
AA
362
Aire Advisors
California
$690K -$1.28M -57,522 -65%
SG
363
StoneX Group
New York
$689K +$1.07K +48 +0.2%
GWM
364
Gray Wealth Management
Maine
$684K -$29.7K -1,335 -4%
BWP
365
Bernardo Wealth Planning
Pennsylvania
$682K +$133 +6 +0%
BFO
366
Biltmore Family Office
North Carolina
$676K
RDWM
367
Red Door Wealth Management
Tennessee
$667K +$12.2K +549 +2%
VP
368
Verum Partners
North Carolina
$666K -$1.33K -60 -0.2%
CWA
369
CM Wealth Advisors
Ohio
$650K
IP
370
Ignite Planners
California
$645K -$10.4K -468 -2%
KA
371
Kovack Advisors
Florida
$642K +$42.5K +1,914 +7%
RWP
372
RWA Wealth Partners
Massachusetts
$637K +$149K +6,702 +30%
CA
373
Claro Advisors
Massachusetts
$637K +$10.6K +477 +2%
AFAS
374
Acorn Financial Advisory Services
Virginia
$637K -$13.8K -621 -2%
EP
375
Eudaimonia Partners
Tennessee
$635K +$286K +12,888 +80%