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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
426
CM Wealth Advisors
Ohio
$832K
PCWA
427
Pacific Capital Wealth Advisors
California
$831K -$540K -20,528 -41%
DADC
428
D.A. Davidson & Co
Montana
$830K +$4.81K +183 +0.6%
JIC
429
Johnson Investment Counsel
Ohio
$824K +$183K +6,958 +30%
AF
430
Advisornet Financial
Minnesota
$809K -$275K -10,479 -26%
KFA
431
Kelleher Financial Advisors
New York
$809K
BFS
432
Burkett Financial Services
South Carolina
$807K +$4.02K +153 +0.5%
RA
433
RFG Advisory
Alabama
$797K -$133K -5,059 -15%
MAM
434
Marquette Asset Management
Minnesota
$796K
WA
435
WPG Advisers
Maryland
$793K +$1.52K +58 +0.2%
GT
436
Greenleaf Trust
Michigan
$793K
CPIG
437
Chicago Partners Investment Group
Illinois
$792K +$255K +9,718 +53%
SPIA
438
Steward Partners Investment Advisory
New York
$785K -$62K -2,358 -8%
BWP
439
Bernardo Wealth Planning
Pennsylvania
$781K +$90.3K +3,436 +14%
IF
440
Ironwood Financial
Arizona
$770K
BFO
441
Biltmore Family Office
North Carolina
$762K
SEIA
442
Signature Estate & Investment Advisors
California
$746K -$56K -2,129 -7%
NAMNJ
443
NorthStar Asset Management (New Jersey)
New Jersey
$745K +$5.55K +211 +0.8%
AWP
444
Atlas Wealth Partners
Pennsylvania
$733K +$32.7K +1,245 +5%
UB
445
UMB Bank
Missouri
$732K
NCM
446
Northwest Capital Management
Oregon
$729K -$215K -8,165 -24%
WDL
447
Well Done LLC
Michigan
$727K
Bank of Montreal
448
Bank of Montreal
Ontario, Canada
$719K -$16.6K -630 -2%
SPL
449
Smart Portfolios LLC
Washington
$718K +$2.23K +85 +0.3%
AG
450
Ascent Group
Virginia
$718K +$682K +25,939 New