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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
376
Greenleaf Trust
Michigan
$626K
IAS
377
IMA Advisory Services
Colorado
$624K +$54.3K +2,445 +9%
DADC
378
D.A. Davidson & Co
Montana
$617K
LPAM
379
Lodestar Private Asset Management
California
$616K -$59.4K -2,673 -9%
SWM
380
Silverlake Wealth Management
Vermont
$611K -$279K -12,552 -31%
RWP
381
Revolve Wealth Partners
New Jersey
$604K +$25.3K +1,137 +4%
ASI
382
Advisory Services & Investments
Oregon
$602K -$312K -14,058 -34%
PGFC
383
Peapack-Gladstone Financial Corp
New Jersey
$597K -$30.3K -1,365 -5%
RG
384
Retirement Group
California
$593K -$152K -6,849 -20%
BBW
385
Blue Barn Wealth
Utah
$582K -$90.9K -4,089 -13%
PNC Financial Services Group
386
PNC Financial Services Group
Pennsylvania
$581K -$101K -4,545 -15%
UB
387
UMB Bank
Missouri
$577K
BJL
388
Brighton Jones LLC
Washington
$574K -$18.5K -834 -3%
WDL
389
Well Done LLC
Michigan
$574K
SBIA
390
Sheaff Brock Investment Advisors
Indiana
$566K +$7.33K +330 +1%
William Blair & Company
391
William Blair & Company
Illinois
$564K +$62.6K +2,817 +12%
CIP
392
Capital Insight Partners
Arizona
$563K +$32.7K +1,473 +6%
MCM
393
Mengis Capital Management
Oregon
$562K -$8.67K -390 -1%
TIM
394
Thompson Investment Management
Wisconsin
$560K +$1.07K +48 +0.2%
IF
395
Ironwood Financial
Arizona
$551K -$24.5K -1,101 -4%
KFA
396
Kelleher Financial Advisors
New York
$547K +$556K +25,020 New
BFG
397
Berger Financial Group
Minnesota
$547K -$268K -12,066 -33%
TFA
398
Teamwork Financial Advisors
Texas
$536K -$24.3K -1,092 -4%
AWMG
399
Alliance Wealth Management Group
New Jersey
$536K -$1.87K -84 -0.3%
TCM
400
Towercrest Capital Management
Pennsylvania
$536K -$1.87K -84 -0.3%