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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
376
Atlas Capital Advisors
Wyoming
$721K
IF
377
Ironwood Financial
Arizona
$718K -$12.8K -516 -2%
WA
378
WBH Advisory
Maryland
$713K -$581K -23,529 -45%
AGWCA
379
Annis Gardner Whiting Capital Advisors
Florida
$712K +$708K +28,668 New
MAM
380
Marquette Asset Management
Minnesota
$710K
UB
381
UMB Bank
Missouri
$709K
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$708K +$741 +30 +0.1%
GT
383
Greenleaf Trust
Michigan
$707K
BJL
384
Brighton Jones LLC
Washington
$707K +$11.7K +474 +2%
LPAM
385
Lodestar Private Asset Management
California
$685K -$4.67K -189 -0.7%
PP
386
Pegasus Partners
Wisconsin
$676K
ASI
387
Advisory Services & Investments
Oregon
$664K -$16K -648 -2%
CIP
388
Capital Insight Partners
Arizona
$662K +$7.56K +306 +1%
FAM
389
Formidable Asset Management
Ohio
$651K +$652K +26,376 New
WDL
390
Well Done LLC
Michigan
$649K
NAMNJ
391
NorthStar Asset Management (New Jersey)
New Jersey
$646K +$8.23K +333 +1%
M
392
MYeCFO
California
$645K +$37.1K +1,500 +6%
GWM
393
Gray Wealth Management
Maine
$638K
SPL
394
Smart Portfolios LLC
Washington
$637K +$22.6K +915 +4%
VP
395
Verum Partners
North Carolina
$621K -$3.41K -138 -0.5%
WAM
396
WNY Asset Management
New York
$619K
Comerica Bank
397
Comerica Bank
Texas
$617K -$70.6K -2,856 -10%
SQA
398
Simon Quick Advisors
New Jersey
$609K
MCM
399
MidAtlantic Capital Management
Virginia
$608K
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$604K +$31.2K +1,263 +5%