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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IW
426
Imprint Wealth
South Carolina
$436K +$45.8K +2,097 +12%
BCWM
427
Bartlett & Co Wealth Management
Ohio
$435K +$46.6K +2,133 +12%
BC
428
Bartlett & Co
Ohio
$435K +$46.6K +2,133 +12%
EAM
429
Evanson Asset Management
California
$435K +$425K +19,449 New
CAG
430
Csenge Advisory Group
Florida
$428K +$3.27K +150 +0.8%
DWT
431
Dorsey & Whitney Trust
South Dakota
$427K
RA
432
Resolute Advisors
California
$422K +$1.9K +87 +0.5%
CW
433
CIC Wealth
Maryland
$422K
MFC
434
Morris Financial Concepts
South Carolina
$421K +$4K +183 +1%
Stifel Financial
435
Stifel Financial
Missouri
$419K -$1.51K -69 -0.4%
EP
436
Eudaimonia Partners
Tennessee
$418K -$226K -10,362 -36%
AWM
437
Avior Wealth Management
Nebraska
$415K -$71.7K -3,282 -15%
DIS
438
Diversified Investment Strategies
Louisiana
$402K -$23.3K -1,065 -6%
EHC
439
Everett Harris & Co
California
$402K +$13.8K +633 +4%
PIMG
440
Patriot Investment Management Group
Tennessee
$399K
AIS
441
American Investment Services
Massachusetts
$393K -$943K -43,200 -71%
OCPWS
442
One Charles Private Wealth Services
Massachusetts
$389K
EA
443
Eudaimonia Advisors
Tennessee
$388K +$47.6K +2,181 +14%
CGFA
444
Colton Groome Financial Advisors
North Carolina
$383K -$66K -3,021 -15%
WC
445
Waterloo Capital
Texas
$375K +$1.9K +87 +0.5%
FPAS
446
Focus Partners Advisor Solutions
Missouri
$373K +$52.9K +2,421 +17%
NHT
447
New Hampshire Trust
New Hampshire
$370K -$16.8K -771 -4%
PGAM
448
Princeton Global Asset Management
New Jersey
$369K
LF
449
LifeSteps Financial
California
$369K +$852 +39 +0.2%
GA
450
Goldstein Advisors
Wisconsin
$362K