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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
426
TrinityPoint Wealth
Connecticut
$399K +$80.2K +3,570 +24%
RCM
427
Radnor Capital Management
Pennsylvania
$391K +$409K +18,210 New
PAMG
428
Patton Albertson Miller Group
Tennessee
$391K -$47.5K -2,115 -10%
AWM
429
Avior Wealth Management
Nebraska
$390K -$9.5K -423 -2%
KLI
430
Kelman-Lazarov Inc
Tennessee
$387K -$95.3K -4,242 -19%
SIA
431
Soltis Investment Advisors
Utah
$383K +$61.2K +2,727 +18%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$381K +$398K +17,721 New
AIS
433
American Investment Services
Massachusetts
$378K
DIS
434
Diversified Investment Strategies
Louisiana
$375K -$12.5K -555 -3%
WWM
435
Western Wealth Management
Colorado
$373K +$43.1K +1,920 +12%
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$371K +$89.7K +3,996 +30%
CGFA
437
Colton Groome Financial Advisors
North Carolina
$365K -$3.71K -165 -1%
WC
438
Waterloo Capital
Texas
$362K +$2.09K +93 +0.6%
PFGIA
439
Patriot Financial Group Insurance Agency
Massachusetts
$362K +$378K +16,833 New
RC
440
Roundview Capital
New Jersey
$360K -$65.9K -2,934 -15%
OCPWS
441
One Charles Private Wealth Services
Massachusetts
$356K -$18K -801 -5%
BMO
442
Beck Mack & Oliver
New York
$354K +$369K +16,452 New
LF
443
LifeSteps Financial
California
$352K -$1.89K -84 -0.5%
PGAM
444
Princeton Global Asset Management
New Jersey
$352K -$2.02K -90 -0.5%
APW
445
Aurora Private Wealth
New Jersey
$352K +$71.1K +3,168 +24%
CAM
446
Carret Asset Management
New York
$350K +$67.8K +3,018 +23%
GA
447
Goldstein Advisors
Wisconsin
$348K
SPWM
448
Schrum Private Wealth Management
Florida
$345K +$135 +6 +0%
BIM
449
Bridges Investment Management
Nebraska
$344K -$1.68K -75 -0.5%
IAA
450
Independent Advisor Alliance
North Carolina
$338K