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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
401
Revolve Wealth Partners
New Jersey
$525K -$90.4K -4,140 -15%
TFA
402
Teamwork Financial Advisors
Texas
$523K -$24.7K -1,131 -5%
RG
403
Retirement Group
California
$522K -$82.5K -3,780 -14%
SW
404
SkyOak Wealth
Michigan
$515K +$70.3K +3,219 +16%
KLI
405
Kelman-Lazarov Inc
Tennessee
$498K -$30.7K -1,404 -6%
GC
406
Gilbert & Cook
Iowa
$496K +$484K +22,176 New
MGWM
407
Marks Group Wealth Management
Minnesota
$482K
CIR
408
Clear Investment Research
Georgia
$477K +$38.1K +1,743 +9%
BIA
409
Bigelow Investment Advisors
Maine
$476K +$66K +3,024 +17%
GG
410
Greenwood Gearhart
Arkansas
$476K +$18.7K +858 +4%
VST
411
Van Strum & Towne
California
$473K -$1.97K -90 -0.4%
KCM
412
Kathmere Capital Management
Pennsylvania
$469K +$1.25K +57 +0.3%
AIC
413
Ayalon Insurance Company
Israel
$468K +$457K +20,916 New
CWM
414
Cadence Wealth Management
Massachusetts
$458K +$4.98K +228 +1%
KA
415
Klingman & Associates
New York
$457K
PAMG
416
Patton Albertson Miller Group
Tennessee
$454K -$504K -23,094 -53%
IP
417
Ignite Planners
California
$447K -$201K -9,195 -31%
NFG
418
Nations Financial Group
Iowa
$446K -$31.4K -1,437 -7%
LFG
419
Larson Financial Group
Missouri
$444K +$1.51K +69 +0.3%
SSW
420
Stone Summit Wealth
Florida
$443K +$60.9K +2,787 +16%
KC
421
Kades & Cheifetz
Pennsylvania
$441K +$66 +3 +0%
RC
422
Roundview Capital
New Jersey
$441K -$34.3K -1,569 -7%
Kovitz Investment Group Partners
423
Kovitz Investment Group Partners
Illinois
$439K -$29.1K -1,335 -6%
DWP
424
Destiny Wealth Partners
Florida
$438K
CFFP
425
Center for Financial Planning
Michigan
$437K +$57.3K +2,625 +16%