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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
401
Bernardo Wealth Planning
Pennsylvania
$676K +$1.11M +43,344 +140%
WAM
402
WNY Asset Management
New York
$673K +$1.85K +72 +0.3%
SQA
403
Simon Quick Advisors
New Jersey
$668K +$7.01K +273 +1%
PFGIA
404
Patriot Financial Group Insurance Agency
Massachusetts
$668K +$183K +7,107 +40%
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$667K +$31.6K +1,230 +5%
ASI
406
Advisory Services & Investments
Oregon
$661K -$56.6K -2,202 -8%
MCM
407
MidAtlantic Capital Management
Virginia
$660K
Comerica Bank
408
Comerica Bank
Texas
$659K -$10.7K -417 -2%
AIA
409
Accelerate Investment Advisors
California
$658K +$631K +24,579 New
BTI
410
Blue Trust Inc
Georgia
$655K +$593K +23,070 +670%
GWM
411
GSB Wealth Management
Connecticut
$654K -$123K -4,806 -16%
JCIA
412
Jackson Creek Investment Advisors
Colorado
$653K -$206K -8,010 -25%
EHC
413
Everett Harris & Co
California
$653K +$5.24K +204 +0.8%
AWMG
414
Alliance Wealth Management Group
New Jersey
$649K
TCM
415
Towercrest Capital Management
Pennsylvania
$649K
BW
416
Basepoint Wealth
Iowa
$639K -$11K -429 -2%
SW
417
SkyOak Wealth
Michigan
$634K
LF
418
Lantz Financial
Illinois
$633K
GAA
419
Guardian Asset Advisors
Pennsylvania
$630K -$457K -17,781 -43%
FAG
420
Fortitude Advisory Group
Washington
$630K -$11.5K -447 -2%
PGFC
421
Peapack-Gladstone Financial Corp
New Jersey
$618K -$9.94K -387 -2%
AWP
422
Atlas Wealth Partners
Pennsylvania
$616K +$591K +23,007 New
AA
423
Alesco Advisors
New York
$614K -$5.01K -195 -0.8%
FWM
424
Fonville Wealth Management
Virginia
$613K +$539 +21 +0.1%
SA
425
SpiderRock Advisors
Delaware
$609K -$236K -9,183 -29%