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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
426
Colton Groome Financial Advisors
North Carolina
$441K -$4.48M -201,543 -91%
NEPWA
427
New England Private Wealth Advisors
Massachusetts
$440K +$2.73K +123 +0.6%
SW
428
SkyOak Wealth
Michigan
$433K -$11.9K -534 -3%
LFG
429
Larson Financial Group
Missouri
$433K -$15.1K -678 -3%
KC
430
Kades & Cheifetz
Pennsylvania
$431K -$5.33K -240 -1%
CIR
431
Clear Investment Research
Georgia
$428K
DWP
432
Destiny Wealth Partners
Florida
$417K -$110K -4,965 -21%
DWT
433
Dorsey & Whitney Trust
South Dakota
$417K
DIS
434
Diversified Investment Strategies
Louisiana
$416K +$66.5K +2,991 +19%
CAG
435
Csenge Advisory Group
Florida
$415K +$2.07K +93 +0.5%
CW
436
CIC Wealth
Maryland
$412K
Stifel Financial
437
Stifel Financial
Missouri
$411K -$7K -315 -2%
RA
438
Resolute Advisors
California
$411K +$418K +18,801 New
MFC
439
Morris Financial Concepts
South Carolina
$408K -$6.33K -285 -2%
AAS
440
Ameritas Advisory Services
Nebraska
$406K +$115K +5,190 +40%
BIA
441
Bigelow Investment Advisors
Maine
$399K +$35.1K +1,578 +9%
EL
442
Essex LLC
Illinois
$392K
PIMG
443
Patriot Investment Management Group
Tennessee
$390K -$533 -24 -0.1%
OCPWS
444
One Charles Private Wealth Services
Massachusetts
$380K
BC
445
Bartlett & Co
Ohio
$379K -$3K -135 -0.8%
BCWM
446
Bartlett & Co Wealth Management
Ohio
$379K -$3K -135 -0.8%
EHC
447
Everett Harris & Co
California
$379K
NHT
448
New Hampshire Trust
New Hampshire
$378K -$26.9K -1,212 -7%
DW
449
Domani Wealth
Pennsylvania
$376K
PFA
450
Petra Financial Advisors
Colorado
$374K -$3.5M -157,473 -90%