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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWS
351
FinDec Wealth Services
California
$613K -$62.8K -2,796 -9%
LPAM
352
Lodestar Private Asset Management
California
$610K +$3.91K +174 +0.6%
DADC
353
D.A. Davidson & Co
Montana
$607K
AFAS
354
Acorn Financial Advisory Services
Virginia
$601K -$5.25K -234 -0.8%
PA
355
Prism Advisors
California
$593K -$16.8M -749,904 -96%
ASI
356
Advisory Services & Investments
Oregon
$592K
PP
357
Pegasus Partners
Wisconsin
$589K -$160K -7,137 -21%
PGFC
358
Peapack-Gladstone Financial Corp
New Jersey
$586K
BMCM
359
Bryn Mawr Capital Management
Pennsylvania
$578K -$33.7K -1,500 -5%
TIM
360
Thompson Investment Management
Wisconsin
$574K +$57.1K +2,544 +11%
LWM
361
Ledge Wealth Management
Minnesota
$571K +$3.77K +168 +0.6%
UB
362
UMB Bank
Missouri
$567K
Comerica Bank
363
Comerica Bank
Texas
$566K +$592K +26,340 New
WDL
364
Well Done LLC
Michigan
$564K
SSWM
365
Smith Salley Wealth Management
North Carolina
$564K +$41.6K +1,851 +8%
CIP
366
Capital Insight Partners
Arizona
$564K +$3.5K +156 +0.6%
ES
367
ETF Store
Kansas
$560K +$60.9K +2,712 +12%
MAM
368
Marotta Asset Management
Virginia
$555K -$72.4K -3,222 -11%
CFO
369
Collective Family Office
Pennsylvania
$553K
William Blair & Company
370
William Blair & Company
Illinois
$545K -$12.1K -540 -2%
SBIA
371
Sheaff Brock Investment Advisors
Indiana
$543K -$13.5K -600 -2%
Citadel Advisors
372
Citadel Advisors
Florida
$542K +$567K +25,245 New
KFA
373
Kelleher Financial Advisors
New York
$538K
MC
374
Montag & Caldwell
Georgia
$536K +$24.7K +1,101 +5%
IAS
375
IMA Advisory Services
Colorado
$536K