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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
401
Towercrest Capital Management
Pennsylvania
$617K
FAG
402
Fortitude Advisory Group
Washington
$617K +$70.3K +2,931 +14%
RA
403
RFG Advisory
Alabama
$614K +$581K +24,249 New
SW
404
SkyOak Wealth
Michigan
$602K -$17.8K -741 -3%
LF
405
Lantz Financial
Illinois
$598K
EHC
406
Everett Harris & Co
California
$597K +$41.4K +1,725 +8%
FWM
407
Fonville Wealth Management
Virginia
$590K +$1.58K +66 +0.3%
WAP
408
Wealthcare Advisory Partners
Pennsylvania
$587K +$130K +5,433 +31%
BW
409
Basepoint Wealth
Iowa
$577K +$546K +22,791 New
RWP
410
Revolve Wealth Partners
New Jersey
$570K -$14.5K -603 -3%
RG
411
Retirement Group
California
$567K -$7.19K -300 -1%
PL
412
Plancorp LLC
Missouri
$565K
ONB
413
Old National Bancorp
Indiana
$564K
William Blair & Company
414
William Blair & Company
Illinois
$560K -$56K -2,334 -10%
FWS
415
FinDec Wealth Services
California
$560K +$1.15K +48 +0.2%
GG
416
Greenwood Gearhart
Arkansas
$554K +$7.62K +318 +1%
SSW
417
Stone Summit Wealth
Florida
$550K -$17.8K -741 -3%
WMWM
418
Whitaker-Myers Wealth Managers
Ohio
$548K +$519K +21,636 New
BMCM
419
Bryn Mawr Capital Management
Pennsylvania
$547K -$8.99K -375 -2%
MGWM
420
Marks Group Wealth Management
Minnesota
$546K
MAM
421
Marotta Asset Management
Virginia
$540K -$77.3K -3,222 -13%
Kovitz Investment Group Partners
422
Kovitz Investment Group Partners
Illinois
$536K +$54.8K +2,286 +12%
VF
423
Vawter Financial
Ohio
$531K +$70.1K +2,922 +16%
SBIA
424
Sheaff Brock Investment Advisors
Indiana
$531K -$31.6K -1,320 -6%
CIR
425
Clear Investment Research
Georgia
$526K