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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIS
376
Diversified Investment Strategies
Louisiana
$237K +$218K +11,667 New
TWM
377
TriaGen Wealth Management
California
$235K +$221K +11,823 New
FCM
378
Firestone Capital Management
Florida
$234K +$190K +10,143 +609%
SNBOSD
379
Security National Bank of So Dak
Iowa
$233K
MIAS
380
Mason Investment Advisory Services
Virginia
$229K
IWP
381
IAG Wealth Partners
Wisconsin
$225K
BFG
382
Berger Financial Group
Minnesota
$223K +$210K +11,217 New
KIA
383
KCM Investment Advisors
California
$222K +$209K +11,166 New
YIA
384
YHB Investment Advisors
Connecticut
$220K +$207K +11,097 New
AAS
385
Annex Advisory Services
Wisconsin
$217K +$204K +10,920 New
LC
386
Landaas & Company
Wisconsin
$215K +$203K +10,860 New
MWM
387
Meridian Wealth Management
Kentucky
$213K +$201K +10,737 New
SW
388
SteelPeak Wealth
California
$213K +$201K +10,737 New
M&T Bank
389
M&T Bank
New York
$211K +$199K +10,626 New
AA
390
AlphaMark Advisors
Kentucky
$209K -$11.2K -600 -5%
CA
391
Calton & Associates
Florida
$209K +$197K +10,515 New
NA
392
NewEdge Advisors
Louisiana
$209K +$197K +10,524 New
FFWM
393
Future Financial Wealth Management
Ohio
$208K +$196K +10,500 New
AWA
394
Acorn Wealth Advisors
Michigan
$207K +$195K +10,422 New
JAG
395
Journey Advisory Group
Kentucky
$202K +$190K +10,176 New
CFS
396
CRA Financial Services
New Jersey
$202K +$191K +10,203 New
Lido Advisors
397
Lido Advisors
California
$200K +$189K +10,122 New
EP
398
Eudaimonia Partners
Tennessee
$195K +$184K +9,843 New
GA
399
GoalVest Advisory
New York
$189K +$178K +9,507 New
CIAS
400
Capital Investment Advisory Services
North Carolina
$183K -$30.1K -1,608 -15%