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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
426
Kathmere Capital Management
Pennsylvania
$525K -$6.4K -267 -1%
LFG
427
Larson Financial Group
Missouri
$518K +$3.45K +144 +0.7%
SSWM
428
Smith Salley Wealth Management
North Carolina
$518K -$69.4K -2,895 -12%
AIM
429
Avity Investment Management
Connecticut
$510K +$5.18K +216 +1%
MCM
430
Mengis Capital Management
Oregon
$509K -$31.7K -1,323 -6%
JPLA
431
Joseph P. Lucia & Associates
New York
$508K -$48.9K -2,040 -9%
MAG
432
Mayfair Advisory Group
Alabama
$507K
GC
433
Gilbert & Cook
Iowa
$503K
PA
434
Prism Advisors
California
$497K -$178K -7,407 -27%
ZF
435
Zhang Financial
Michigan
$497K -$220K -9,177 -32%
CFFP
436
Center for Financial Planning
Michigan
$495K
NHT
437
New Hampshire Trust
New Hampshire
$489K -$64.2K -2,676 -12%
LNC
438
Lincoln National Corp
Pennsylvania
$487K +$87.1K +3,633 +23%
DWT
439
Dorsey & Whitney Trust
South Dakota
$483K
PCA
440
Prosperity Capital Advisors
Ohio
$480K +$189K +7,896 +71%
KA
441
Klingman & Associates
New York
$477K -$48.1K -2,007 -10%
YIH
442
Y-Intercept (HK)
Hong Kong
$475K +$450K +18,759 New
WFA
443
WMG Financial Advisors
Tennessee
$474K +$449K +18,735 New
SMA
444
Sage Mountain Advisors
Georgia
$474K +$374K +15,618 +503%
CWM
445
Cadence Wealth Management
Massachusetts
$470K -$38.1K -1,590 -8%
RCM
446
Radnor Capital Management
Pennsylvania
$461K
WG
447
Wealth Group
North Carolina
$461K +$436K +18,189 New
PAMG
448
Patton Albertson Miller Group
Tennessee
$460K
BBW
449
Blue Barn Wealth
Utah
$460K -$72.8K -3,036 -14%
Stifel Financial
450
Stifel Financial
Missouri
$453K -$20K -834 -4%