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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATI
401
ARK & TLK Investments
Oklahoma
$948K
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$940K +$37.2K +1,308 +4%
LPAM
403
Lodestar Private Asset Management
California
$930K +$5.77K +203 +0.6%
ONB
404
Old National Bancorp
Indiana
$926K
CIAS
405
Capital Investment Advisory Services
North Carolina
$925K -$11.6K -408 -1%
Susquehanna International Group
406
Susquehanna International Group
Pennsylvania
$921K +$899K +31,627 New
BFA
407
Beaumont Financial Advisors
Massachusetts
$914K -$2.13K -75 -0.2%
RDWM
408
Red Door Wealth Management
Tennessee
$911K +$18.6K +656 +2%
S
409
Sachetta
Massachusetts
$902K -$35.8K -1,259 -4%
NAS
410
NWF Advisory Services
California
$895K -$81.8K -2,879 -9%
AF
411
Advisornet Financial
Minnesota
$889K +$36.4K +1,282 +4%
WA
412
WBH Advisory
Maryland
$886K
WI
413
Westbourne Investments
Virginia
$886K -$7.67K -270 -0.9%
CWA
414
CM Wealth Advisors
Ohio
$875K
DADC
415
D.A. Davidson & Co
Montana
$868K -$5.2K -183 -0.6%
PCWA
416
Pacific Capital Wealth Advisors
California
$865K
JIC
417
Johnson Investment Counsel
Ohio
$855K -$11.4K -403 -1%
HBW
418
Hazlett, Burt & Watson
West Virginia
$853K +$567K +19,963 +214%
KFA
419
Kelleher Financial Advisors
New York
$851K
SA
420
Sovran Advisors
California
$847K +$833K +29,312 New
MAM
421
Marquette Asset Management
Minnesota
$837K
BWP
422
Bernardo Wealth Planning
Pennsylvania
$837K +$15K +529 +2%
IF
423
Ironwood Financial
Arizona
$836K -$6.71K -236 -0.8%
GT
424
Greenleaf Trust
Michigan
$834K
SPIA
425
Steward Partners Investment Advisory
New York
$825K -$426 -15 -0.1%