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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
451
Red Door Wealth Management
Tennessee
$1.03M -$60.9K -1,850 -6%
GT
452
Greenleaf Trust
Michigan
$1.03M +$29K +881 +3%
SG
453
StoneX Group
New York
$1.03M +$7.38K +224 +0.8%
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$1.02M +$36.6K +1,110 +4%
AWP
455
Atlas Wealth Partners
Pennsylvania
$1.02M -$46.1K -1,401 -5%
SPC
456
Sigma Planning Corp
Michigan
$1.01M +$495K +15,042 +108%
HIP
457
HUB Investment Partners
Texas
$1.01M +$45.2K +1,373 +5%
BWP
458
Bernardo Wealth Planning
Pennsylvania
$1M +$231 +7 +0%
SIA
459
SGL Investment Advisors
Montana
$995K +$215K +6,514 +30%
HBW
460
Hazlett, Burt & Watson
West Virginia
$980K -$25.9K -786 -3%
KCM
461
Kathmere Capital Management
Pennsylvania
$978K +$758 +23 +0.1%
WI
462
Westbourne Investments
Virginia
$977K -$56K -1,700 -6%
BCWM
463
Bartlett & Co Wealth Management
Ohio
$976K +$329 +10 +0%
Bank of Montreal
464
Bank of Montreal
Ontario, Canada
$967K -$61.9K -1,878 -6%
UB
465
UMB Bank
Missouri
$967K -$11.7K -354 -1%
IA
466
IFP Advisors
Florida
$965K -$1.04M -31,456 -53%
BFO
467
Biltmore Family Office
North Carolina
$959K
WMG
468
WESCAP Management Group
California
$957K +$69.9K +2,122 +8%
EHC
469
Everett Harris & Co
California
$954K -$19.8K -600 -2%
AT
470
Adelphi Trust
Florida
$946K +$116K +3,515 +15%
IWN
471
Independent Wealth Network
Iowa
$930K -$12.1K -367 -1%
WA
472
WPG Advisers
Maryland
$929K -$2.9K -88 -0.3%
AF
473
Advisornet Financial
Minnesota
$925K -$94.3K -2,862 -10%
PCMNC
474
Piedmont Capital Management (North Carolina)
North Carolina
$924K
P
475
&Partners
Tennessee
$919K -$21.2K -644 -2%