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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
426
Capital Analysts LLC
Pennsylvania
$222K
MAFM
427
Mid Atlantic Financial Management
Pennsylvania
$221K -$1.23K -54 -0.6%
William Blair & Company
428
William Blair & Company
Illinois
$221K +$136K +5,976 +161%
WWM
429
Western Wealth Management
Colorado
$221K +$219K +9,669 New
LBC
430
Lowe Brockenbrough & Co
Virginia
$220K -$11.6K -510 -5%
AAS
431
Annex Advisory Services
Wisconsin
$220K
NNP
432
Nachman Norwood & Parrott
South Carolina
$220K +$136 +6 +0.1%
SWA
433
SFMG Wealth Advisors
Texas
$220K +$219K +9,645 New
OPS
434
Orion Portfolio Solutions
Nebraska
$217K +$216K +9,516 New
JAG
435
Journey Advisory Group
Kentucky
$216K -$5.79K -255 -3%
SC
436
Schoolcraft Capital
Colorado
$214K +$68 +3 +0%
AIA
437
Allied Investment Advisors
Montana
$213K +$212K +9,354 New
NQWM
438
Northwest Quadrant Wealth Management
Oregon
$213K +$212K +9,354 New
PFM
439
Parsec Financial Management
North Carolina
$212K +$211K +9,291 New
BRWA
440
B. Riley Wealth Advisors
Florida
$210K +$208K +9,183 New
SNBOSCI
441
Security National Bank of Sioux City Iowa
Iowa
$202K +$202K +8,883 New
ZF
442
Zhang Financial
Michigan
$201K +$200K +8,808 New
LNC
443
Lincoln National Corp
Pennsylvania
$201K +$200K +8,823 New
BIA
444
Bigelow Investment Advisors
Maine
$201K +$200K +8,835 New
JWA
445
JFS Wealth Advisors
Pennsylvania
$200K -$56.1K -2,475 -22%
KIA
446
KCM Investment Advisors
California
$200K +$200K +8,796 New
PNC Financial Services Group
447
PNC Financial Services Group
Pennsylvania
$190K
CIAS
448
Capital Investment Advisory Services
North Carolina
$189K +$1.7K +75 +0.9%
TAIM
449
TD Ameritrade Investment Management
Nebraska
$186K -$182K -8,010 -50%
TWA
450
TCI Wealth Advisors
Arizona
$178K