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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VP
351
Verum Partners
North Carolina
$683K +$1.38K +63 +0.2%
RDWM
352
Red Door Wealth Management
Tennessee
$681K -$1.44K -66 -0.2%
GWM
353
Gray Wealth Management
Maine
$671K -$28.5K -1,305 -4%
CL
354
Choreo LLC
Illinois
$667K -$93.2K -4,269 -13%
ACA
355
Atlas Capital Advisors
Wyoming
$667K -$220K -10,074 -25%
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$661K +$315K +14,442 +95%
IC
357
IEQ Capital
California
$659K +$644K +29,475 New
MSFS
358
Main Street Financial Solutions
Pennsylvania
$655K +$342K +15,660 +115%
Susquehanna International Group
359
Susquehanna International Group
Pennsylvania
$655K -$799K -36,582 -56%
MAM
360
Marotta Asset Management
Virginia
$649K +$634K +29,037 New
KA
361
Kovack Advisors
Florida
$647K -$9.5K -435 -1%
GT
362
Greenleaf Trust
Michigan
$641K
AFAS
363
Acorn Financial Advisory Services
Virginia
$636K -$14.7K -672 -2%
BMCM
364
Bryn Mawr Capital Management
Pennsylvania
$635K -$131K -6,000 -17%
FAG
365
Fortitude Advisory Group
Washington
$633K -$80K -3,663 -11%
DADC
366
D.A. Davidson & Co
Montana
$631K
LPAM
367
Lodestar Private Asset Management
California
$631K +$655 +30 +0.1%
Renaissance Technologies
368
Renaissance Technologies
New York
$631K +$616K +28,200 New
ONB
369
Old National Bancorp
Indiana
$616K +$602K +27,549 New
ASI
370
Advisory Services & Investments
Oregon
$616K
SWM
371
Silverlake Wealth Management
Vermont
$613K -$11.8K -540 -2%
PGFC
372
Peapack-Gladstone Financial Corp
New Jersey
$610K
BJL
373
Brighton Jones LLC
Washington
$604K +$15.7K +720 +3%
LWM
374
Ledge Wealth Management
Minnesota
$591K -$221K -10,122 -28%
UB
375
UMB Bank
Missouri
$590K