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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
401
Smith Salley Wealth Management
North Carolina
$534K -$34K -1,530 -6%
HWA
402
HHM Wealth Advisors
Tennessee
$532K -$24.6K -1,107 -4%
EFS
403
Econ Financial Services
Pennsylvania
$530K -$5.24M -235,707 -91%
CAAM
404
Cornerstone Advisors Asset Management
Pennsylvania
$517K
KLI
405
Kelman-Lazarov Inc
Tennessee
$517K -$29.3K -1,317 -5%
LF
406
Lantz Financial
Illinois
$516K
NA
407
NewEdge Advisors
Louisiana
$516K -$549K -24,693 -51%
BAM
408
Belpointe Asset Management
Nevada
$514K -$1.8K -81 -0.3%
SQA
409
Simon Quick Advisors
New Jersey
$512K +$153K +6,903 +42%
ES
410
ETF Store
Kansas
$490K +$74.2K +3,339 +18%
LEFP
411
Leading Edge Financial Planning
Tennessee
$483K -$10.7K -483 -2%
AWM
412
Avior Wealth Management
Nebraska
$477K -$1.47K -66 -0.3%
HGERS
413
Householder Group Estate & Retirement Specialist
Arizona
$472K +$480K +21,609 New
MGWM
414
Marks Group Wealth Management
Minnesota
$471K
MC
415
Montag & Caldwell
Georgia
$469K -$116K -5,232 -20%
NFG
416
Nations Financial Group
Iowa
$467K -$10.2K -459 -2%
RC
417
Roundview Capital
New Jersey
$465K +$3.53K +159 +0.8%
VST
418
Van Strum & Towne
California
$465K
RIA
419
Retirement Investment Advisors
Oklahoma
$459K +$469K +21,096 New
Kovitz Investment Group Partners
420
Kovitz Investment Group Partners
Illinois
$458K +$466K +20,964 New
KCM
421
Kathmere Capital Management
Pennsylvania
$457K +$467 +21 +0.1%
BFA
422
BMS Financial Advisors
South Dakota
$456K +$464K +20,859 New
KA
423
Klingman & Associates
New York
$447K +$10.5K +474 +2%
GG
424
Greenwood Gearhart
Arkansas
$446K -$16.6K -747 -4%
CWM
425
Cadence Wealth Management
Massachusetts
$443K -$3.33K -150 -0.7%