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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
$587K
CIP
377
Capital Insight Partners
Arizona
$583K +$7.34K +336 +1%
IF
378
Ironwood Financial
Arizona
$580K +$15.9K +726 +3%
William Blair & Company
379
William Blair & Company
Illinois
$580K +$2.95K +135 +0.5%
SBIA
380
Sheaff Brock Investment Advisors
Indiana
$579K
CFO
381
Collective Family Office
Pennsylvania
$576K -$704K -32,250 -56%
BBW
382
Blue Barn Wealth
Utah
$570K -$25.2K -1,155 -4%
KFA
383
Kelleher Financial Advisors
New York
$560K
BFG
384
Berger Financial Group
Minnesota
$559K
IAS
385
IMA Advisory Services
Colorado
$558K -$78.5K -3,597 -13%
HWA
386
HHM Wealth Advisors
Tennessee
$546K +$1.83K +84 +0.3%
SSWM
387
Smith Salley Wealth Management
North Carolina
$546K
LWM
388
Laidlaw Wealth Management
New York
$545K -$172K -7,866 -24%
MCM
389
Mengis Capital Management
Oregon
$545K -$29.4K -1,347 -5%
AWMG
390
Alliance Wealth Management Group
New Jersey
$544K -$3.54K -162 -0.7%
TCM
391
Towercrest Capital Management
Pennsylvania
$544K -$3.54K -162 -0.7%
TIM
392
Thompson Investment Management
Wisconsin
$541K -$31K -1,419 -6%
AWP
393
Atlas Wealth Partners
Pennsylvania
$537K +$511K +23,382 New
ES
394
ETF Store
Kansas
$533K +$25.8K +1,182 +5%
MC
395
Montag & Caldwell
Georgia
$533K +$52.5K +2,406 +11%
EH
396
Equitable Holdings
New York
$530K +$211K +9,648 +69%
CAAM
397
Cornerstone Advisors Asset Management
Pennsylvania
$529K
LF
398
Lantz Financial
Illinois
$528K
EFS
399
Econ Financial Services
Pennsylvania
$527K -$14.8K -678 -3%
SQA
400
Simon Quick Advisors
New Jersey
$527K +$3.14K +144 +0.6%