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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
376
Well Done LLC
Michigan
$512K
BAM
377
Belpointe Asset Management
Nevada
$511K +$5.3K +246 +0.9%
KLI
378
Kelman-Lazarov Inc
Tennessee
$510K -$123K -5,691 -18%
HWA
379
HHM Wealth Advisors
Tennessee
$507K -$1.81K -84 -0.3%
BFG
380
Berger Financial Group
Minnesota
$507K +$9.37K +435 +2%
SSWM
381
Smith Salley Wealth Management
North Carolina
$506K
HGERS
382
Householder Group Estate & Retirement Specialist
Arizona
$503K -$33.5K -1,554 -6%
PNC Financial Services Group
383
PNC Financial Services Group
Pennsylvania
$501K +$27.3K +1,266 +5%
SSW
384
Stone Summit Wealth
Florida
$487K +$11.6K +540 +2%
PS
385
Portfolio Solutions
Michigan
$485K +$3.55K +165 +0.7%
CWM
386
Cadence Wealth Management
Massachusetts
$482K -$29.4K -1,365 -5%
AWMG
387
Alliance Wealth Management Group
New Jersey
$481K
TCM
388
Towercrest Capital Management
Pennsylvania
$481K
DPI
389
Diversified Portfolios Inc
Michigan
$474K +$116K +5,382 +28%
MLA
390
My Legacy Advisors
Oregon
$470K -$75K -3,483 -13%
NFG
391
Nations Financial Group
Iowa
$466K +$22.8K +1,059 +5%
AWM
392
Axxcess Wealth Management
California
$463K +$268K +12,438 +110%
LF
393
Lantz Financial
Illinois
$460K
William Blair & Company
394
William Blair & Company
Illinois
$456K -$35.5K -1,650 -7%
NS
395
Newman & Schimel
Illinois
$456K -$31.7K -1,473 -6%
APW
396
Aurora Private Wealth
New Jersey
$442K -$998K -46,365 -67%
DFA
397
DHJJ Financial Advisors
Illinois
$441K -$8.85K -411 -2%
AWM
398
Avior Wealth Management
Nebraska
$434K -$35.9K -1,668 -7%
SFWC
399
Strategic Family Wealth Counselors
New Jersey
$431K +$44.3K +2,058 +10%
GG
400
Greenwood Gearhart
Arkansas
$430K +$68.2K +3,168 +17%