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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
376
Klingman & Associates
New York
$481K -$16.3K -690 -3%
BDFN
377
Bond & Devick Financial Network
Minnesota
$480K
EH
378
Equitable Holdings
New York
$479K +$40.1K +1,692 +9%
MAG
379
Mayfair Advisory Group
Alabama
$478K
NFG
380
Nations Financial Group
Iowa
$471K +$81.3K +3,435 +21%
SW
381
SkyOak Wealth
Michigan
$469K +$467K +19,728 New
NEPWA
382
New England Private Wealth Advisors
Massachusetts
$467K -$14.9K -630 -3%
VST
383
Van Strum & Towne
California
$467K +$16.6K +702 +4%
CIR
384
Clear Investment Research
Georgia
$466K
SFWC
385
Strategic Family Wealth Counselors
New Jersey
$466K +$62.4K +2,634 +16%
MFC
386
Morris Financial Concepts
South Carolina
$465K -$33.1K -1,398 -7%
RCM
387
Radnor Capital Management
Pennsylvania
$465K
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$464K +$29.3K +1,239 +7%
Lido Advisors
389
Lido Advisors
California
$462K +$10.2K +429 +2%
APG
390
Abacus Planning Group
South Carolina
$461K -$497 -21 -0.1%
RC
391
RegentAtlantic Capital
New Jersey
$460K +$5.54K +234 +1%
EL
392
Essex LLC
Illinois
$456K +$48.8K +2,061 +12%
MA
393
MONECO Advisors
Connecticut
$455K +$852 +36 +0.2%
DWT
394
Dorsey & Whitney Trust
South Dakota
$454K
VCP
395
Vista Capital Partners
Oregon
$454K +$35.7K +1,509 +9%
SPIA
396
Steward Partners Investment Advisory
New York
$449K
APA
397
American Portfolios Advisors
New York
$448K -$9.45K -399 -2%
SCA
398
Scott Capital Advisors
Oregon
$443K +$440K +18,600 New
ZIM
399
Zacks Investment Management
Illinois
$425K -$54.3K -2,295 -11%
WWM
400
Western Wealth Management
Colorado
$422K +$420K +17,745 New