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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
426
MGO One Seven
Ohio
$373K -$1.49M -63,024 -80%
BC
427
Bartlett & Co
Ohio
$373K +$213 +9 +0.1%
USCWA
428
U.S. Capital Wealth Advisors
Texas
$373K +$96.2K +4,065 +35%
MC
429
Montag & Caldwell
Georgia
$366K +$74.5K +3,147 +26%
CDIA
430
Capital Directions Investment Advisors
Georgia
$363K -$1.85K -78 -0.5%
GCM
431
G2 Capital Management
Ohio
$361K
FM
432
Foster & Motley
Ohio
$357K -$1.06K -45 -0.3%
WANY
433
Wealthspire Advisors (New York)
New York
$356K +$37.2K +1,572 +12%
BO
434
BRR OpCo
Ohio
$355K +$5.18K +219 +1%
IF
435
Intrua Financial
Texas
$354K -$221K -9,330 -39%
AW
436
ACG Wealth
Georgia
$352K
WAM
437
WealthTrust Asset Management
Florida
$340K -$4.87M -205,914 -94%
CAG
438
Csenge Advisory Group
Florida
$340K -$110K -4,647 -25%
PIMG
439
Patriot Investment Management Group
Tennessee
$338K +$9.52K +402 +3%
IWA
440
Intercontinental Wealth Advisors
Texas
$334K +$59.3K +2,505 +22%
VT
441
Vise Technologies
New York
$332K -$206K -8,688 -38%
KWM
442
Keebeck Wealth Management
Illinois
$326K -$23.7K -999 -7%
TC
443
Tenret Company
Florida
$326K
CB
444
Commerce Bank
Missouri
$325K
JWM
445
Janiczek Wealth Management
Colorado
$317K
PL
446
Plancorp LLC
Missouri
$317K +$1.35K +57 +0.4%
GBWM
447
Granite Bay Wealth Management
New Hampshire
$316K +$26K +1,098 +9%
PWM
448
PRW Wealth Management
Massachusetts
$315K
Bessemer Group
449
Bessemer Group
New Jersey
$315K +$109K +4,593 +53%
AT
450
American Trust
Kentucky
$315K +$313K +13,230 New