We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF
SCHV

Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
351
Bond & Devick Financial Network
Minnesota
$802K – – –
JF
352
Joule Financial
Kentucky
$801K +$11K +504 +1%
ATI
353
ARK & TLK Investments
Oklahoma
$796K +$745K +34,050 New
FMWA
354
Forvis Mazars Wealth Advisors
Missouri
$792K -$16.4K -750 -2%
KA
355
Kovack Advisors
Florida
$779K +$1.18K +54 +0.2%
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$779K +$80.8K +3,693 +12%
S
357
Sachetta
Massachusetts
$775K +$726K +33,186 New
VFIC
358
Valley Forge Investment Consultants
Pennsylvania
$766K -$1.68M -76,689 -70%
JCIA
359
Jackson Creek Investment Advisors
Colorado
$766K +$6.04K +276 +0.8%
CL
360
Choreo LLC
Illinois
$760K +$64.6K +2,952 +10%
HI
361
Hoey Investments
Pennsylvania
$758K -$136K -6,222 -16%
CBFP
362
Cedar Brook Financial Partners
Ohio
$758K -$54.5K -2,493 -7%
JIC
363
Johnson Investment Counsel
Ohio
$750K – – –
IF
364
Ironwood Financial
Arizona
$740K +$62.3K +2,850 +10%
SG
365
StoneX Group
New York
$734K +$12.5K +573 +2%
EH
366
Equitable Holdings
New York
$732K +$55.3K +2,529 +9%
SWM
367
Schwallier Wealth Management
Michigan
$720K +$674K +30,825 New
BWP
368
Bernardo Wealth Planning
Pennsylvania
$718K – – –
AA
369
Aire Advisors
California
$714K -$7.74K -354 -1%
BFS
370
Burkett Financial Services
South Carolina
$712K +$666K +30,468 New
MAM
371
Marquette Asset Management
Minnesota
$707K -$6.04K -276 -0.9%
VP
372
Verum Partners
North Carolina
$707K -$7.81K -357 -1%
ES
373
ETF Store
Kansas
$706K +$86.6K +3,960 +15%
DADC
374
D.A. Davidson & Co
Montana
$703K +$40.6K +1,857 +7%
CWA
375
CM Wealth Advisors
Ohio
$703K – – –
13 14
15
16 17