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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
426
Radnor Capital Management
Pennsylvania
$443K
NEPWA
427
New England Private Wealth Advisors
Massachusetts
$440K +$2.92K +135 +0.7%
KA
428
Klingman & Associates
New York
$440K -$7.79K -360 -2%
KC
429
Kades & Cheifetz
Pennsylvania
$439K +$432K +19,965 New
ES
430
ETF Store
Kansas
$434K +$48.6K +2,244 +13%
CIR
431
Clear Investment Research
Georgia
$431K
CIBC Private Wealth Group
432
CIBC Private Wealth Group
Georgia
$430K +$32.5K +1,500 +7%
DACG
433
Donor Advised Charitable Giving
California
$427K +$420K +19,404 New
MWM
434
Mission Wealth Management
California
$423K +$25.3K +1,167 +6%
Stifel Financial
435
Stifel Financial
Missouri
$421K -$44.3K -2,046 -10%
DWT
436
Dorsey & Whitney Trust
South Dakota
$420K
APG
437
Abacus Planning Group
South Carolina
$419K -$23K -1,062 -5%
MFC
438
Morris Financial Concepts
South Carolina
$417K -$14.9K -690 -4%
CAG
439
Csenge Advisory Group
Florida
$416K -$269K -12,441 -40%
CW
440
CIC Wealth
Maryland
$415K +$408K +18,852 New
RPGK
441
Retirement Planning Group (Kansas)
Kansas
$407K -$19.2K -888 -5%
NHT
442
New Hampshire Trust
New Hampshire
$407K +$401K +18,510 New
PIMG
443
Patriot Investment Management Group
Tennessee
$407K +$22.3K +1,032 +6%
RGF
444
Retirement Guys Formula
Ohio
$400K +$75.1K +3,471 +24%
MLA
445
My Legacy Advisors
Oregon
$396K -$139K -6,414 -27%
FA
446
Flagstar Advisors
New York
$392K -$350K -16,146 -48%
EL
447
Essex LLC
Illinois
$392K -$13.3K -615 -3%
SWM
448
Spire Wealth Management
Virginia
$390K +$254K +11,733 +196%
Lido Advisors
449
Lido Advisors
California
$389K -$455 -21 -0.1%
AF
450
Allworth Financial
California
$385K +$81.4K +3,759 +27%