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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
401
Stifel Financial
Missouri
$464K +$64.1K +2,856 +15%
MGWM
402
Marks Group Wealth Management
Minnesota
$463K
CIR
403
Clear Investment Research
Georgia
$458K
EHC
404
Everett Harris & Co
California
$453K +$70.4K +3,135 +17%
KCM
405
Kathmere Capital Management
Pennsylvania
$451K +$1.15K +51 +0.2%
HGERS
406
Householder Group Estate & Retirement Specialist
Arizona
$449K +$469K +20,874 New
KA
407
Klingman & Associates
New York
$448K +$9.03K +402 +2%
GC
408
Gilbert & Cook
Iowa
$444K -$34.2K -1,521 -7%
MWM
409
Mission Wealth Management
California
$442K -$255K -11,373 -36%
LFG
410
Larson Financial Group
Missouri
$431K +$3.91K +174 +0.9%
KC
411
Kades & Cheifetz
Pennsylvania
$429K +$5.73K +255 +1%
AIM
412
Avity Investment Management
Connecticut
$428K -$957K -42,606 -68%
SWM
413
Silverlake Wealth Management
Vermont
$424K -$172K -7,653 -28%
Kovitz Investment Group Partners
414
Kovitz Investment Group Partners
Illinois
$423K +$1.62K +72 +0.4%
CWM
415
Cadence Wealth Management
Massachusetts
$420K -$21K -936 -5%
CFFP
416
Center for Financial Planning
Michigan
$420K
CAG
417
Csenge Advisory Group
Florida
$415K +$4.65K +207 +1%
NHT
418
New Hampshire Trust
New Hampshire
$414K +$61.4K +2,733 +17%
BCWM
419
Bartlett & Co Wealth Management
Ohio
$412K -$6.4K -285 -1%
BC
420
Bartlett & Co
Ohio
$412K -$6.4K -285 -1%
I
421
INVST
Indiana
$411K +$222K +9,903 +107%
DWP
422
Destiny Wealth Partners
Florida
$410K
DWT
423
Dorsey & Whitney Trust
South Dakota
$410K
CW
424
CIC Wealth
Maryland
$405K
MFC
425
Morris Financial Concepts
South Carolina
$403K -$1.95K -87 -0.5%