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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Curi Wealth Management
North Carolina
$75K +$70.7K +3,783 New
EK
427
Evensky & Katz
Florida
$74K +$449 +24 +0.6%
QCG
428
Quadrant Capital Group
Ohio
$72K +$28K +1,500 +71%
AWM
429
Atticus Wealth Management
Florida
$71K +$66.5K +3,558 New
AIA
430
Arcadia Investment Advisors
Idaho
$66.1K
FHA
431
First Horizon Advisors
Tennessee
$63K
HR
432
Howe & Rusling
New York
$61K +$337 +18 +0.6%
William Blair & Company
433
William Blair & Company
Illinois
$60K -$280 -15 -0.5%
MHR
434
Matthew Hamilton Rosenberg
$60K
BCA
435
Berman Capital Advisors
Georgia
$58K -$102K -5,481 -65%
VCM
436
Versant Capital Management
Arizona
$48K -$56 -3 -0.1%
S
437
SignatureFD
Georgia
$48K +$56 +3 +0.1%
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K +$4.21K +225 +10%
PMFA
439
Plante Moran Financial Advisors
Michigan
$45K
TIAM2
440
Tru Independence Asset Management 2
Oregon
$45K +$42.2K +2,259 New
TCM
441
Tradewinds Capital Management
Washington
$44K
CFB
442
Cullen/Frost Bankers
Texas
$44K +$224 +12 +0.5%
HWA
443
HCR Wealth Advisors
California
$40K +$8.36K +447 +28%
AC
444
AlphaCore Capital
California
$39K -$48.3K -2,583 -57%
MAWCM
445
Mine & Arao Wealth Creation & Management
California
$39K
CCP
446
Clarkston Capital Partners
Michigan
$38K
JP Morgan Chase
447
JP Morgan Chase
New York
$35K +$22.4K +1,200 +212%
PAI
448
Pittenger & Anderson Inc
Nebraska
$34K
RDFA
449
Ritter Daniher Financial Advisory
Ohio
$33K +$30.8K +1,647 New
MWP
450
Meridian Wealth Partners
Pennsylvania
$31K