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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
426
Savior LLC
Massachusetts
$51K +$49K +2,529 New
KPW
427
Kore Private Wealth
New York
$51K +$49.4K +2,547 New
PAI
428
Pittenger & Anderson Inc
Nebraska
$48K
OPS
429
Orion Portfolio Solutions
Nebraska
$48K +$46.7K +2,409 New
Citigroup
430
Citigroup
New York
$47K +$17.4K +900 +61%
HDIM
431
Hanson & Doremus Investment Management
Vermont
$46K
CFB
432
Cullen/Frost Bankers
Texas
$43K +$407 +21 +1%
MSFP
433
Mark Sheptoff Financial Planning
Connecticut
$41K
William Blair & Company
434
William Blair & Company
Illinois
$41K +$33.8K +1,746 +619%
HWA
435
HCR Wealth Advisors
California
$40K +$38.8K +2,001 New
PO
436
Private Ocean
California
$39K
QCMC
437
Quantum Capital Management (California)
California
$38K
CCP
438
Clarkston Capital Partners
Michigan
$38K +$1.22K +63 +3%
MWP
439
Meridian Wealth Partners
Pennsylvania
$38K +$36.4K +1,881 New
SSWG
440
Seven Springs Wealth Group
Tennessee
$32K +$30.8K +1,590 New
MF
441
Manchester Financial
California
$28K +$27.3K +1,407 New
MDCM
442
Morgan Dempsey Capital Management
Wisconsin
$24K
QCG
443
Quadrant Capital Group
Ohio
$24K +$23.8K +1,230 New
CIAS
444
CBIZ Investment Advisory Services
Ohio
$23K
LDFR
445
Lehman & Derafelo Financial Resources
Pennsylvania
$23K
CFG
446
Capstone Financial Group
Oklahoma
$23K +$21.9K +1,128 New
CIA
447
Cascade Investment Advisors
Oregon
$22.8K
ACA
448
Aptus Capital Advisors
Alabama
$22K
HWM
449
Howard Wealth Management
Connecticut
$21K +$21K +1,086 New
CWA
450
Carolina Wealth Advisors
South Carolina
$20K +$19K +981 New