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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
401
Basepoint Wealth
Iowa
$600K +$37.3K +1,509 +7%
AWMG
402
Alliance Wealth Management Group
New Jersey
$598K -$3.19K -129 -0.5%
TCM
403
Towercrest Capital Management
Pennsylvania
$598K -$3.19K -129 -0.5%
NHT
404
New Hampshire Trust
New Hampshire
$598K +$121K +4,905 +25%
EHC
405
Everett Harris & Co
California
$597K +$14.8K +600 +3%
FAG
406
Fortitude Advisory Group
Washington
$592K -$9.71K -393 -2%
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$585K -$164K -6,624 -22%
SW
408
SkyOak Wealth
Michigan
$584K -$2.82K -114 -0.5%
DAS
409
Diversify Advisory Services
Utah
$583K -$157K -6,369 -21%
LF
410
Lantz Financial
Illinois
$583K
PGFC
411
Peapack-Gladstone Financial Corp
New Jersey
$579K -$29.4K -1,191 -5%
AA
412
Alesco Advisors
New York
$571K -$31.4K -1,272 -5%
FWM
413
Fonville Wealth Management
Virginia
$567K -$10.7K -435 -2%
FWS
414
FinDec Wealth Services
California
$551K +$4.89K +198 +0.9%
PL
415
Plancorp LLC
Missouri
$551K
ONB
416
Old National Bancorp
Indiana
$550K
CW
417
CreativeOne Wealth
Kansas
$549K -$1.79M -72,594 -77%
FPCP
418
Fort Point Capital Partners
California
$546K +$547K +22,119 New
William Blair & Company
419
William Blair & Company
Illinois
$545K -$1.04K -42 -0.2%
RWP
420
Revolve Wealth Partners
New Jersey
$544K -$11.9K -480 -2%
MGWM
421
Marks Group Wealth Management
Minnesota
$532K
GG
422
Greenwood Gearhart
Arkansas
$532K -$8.9K -360 -2%
SSW
423
Stone Summit Wealth
Florida
$521K -$15.8K -639 -3%
VF
424
Vawter Financial
Ohio
$518K
CFD
425
Creative Financial Designs
Indiana
$517K -$122K -4,935 -19%