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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
451
TrinityPoint Wealth
Connecticut
$308K +$62.1K +2,766 +23%
MFG
452
Magnus Financial Group
New York
$300K -$47.3K -2,109 -13%
WW
453
Waterfront Wealth
Kansas
$299K +$134K +5,988 +71%
CB
454
Commerce Bank
Missouri
$298K +$14.3K +636 +5%
WAM
455
WealthTrust Asset Management
Florida
$297K
JWM
456
Janiczek Wealth Management
Colorado
$296K +$67 +3 +0%
IWA
457
Intercontinental Wealth Advisors
Texas
$292K
SOS
458
Silver Oak Securities
Tennessee
$287K +$299K +13,305 New
CFS
459
CRA Financial Services
New Jersey
$286K +$26.3K +1,173 +9%
ABC
460
Associated Banc-Corp
Wisconsin
$280K -$184K -8,214 -38%
RGF
461
Retirement Guys Formula
Ohio
$277K -$4.98M -221,712 -94%
PL
462
Plancorp LLC
Missouri
$277K
GBWM
463
Granite Bay Wealth Management
New Hampshire
$277K +$1.48K +66 +0.5%
AF
464
Allworth Financial
California
$277K +$174K +7,734 +138%
Bessemer Group
465
Bessemer Group
New Jersey
$276K
PWM
466
PRW Wealth Management
Massachusetts
$276K
CIC
467
Carnegie Investment Counsel
Ohio
$276K +$3.97K +177 +1%
AIM
468
Acropolis Investment Management
Missouri
$276K +$298K +13,275 New
FWM
469
Focused Wealth Management
New York
$268K +$1.75K +78 +0.6%
CAM
470
Carret Asset Management
New York
$267K +$8.42K +375 +3%
AWA
471
Acorn Wealth Advisors
Michigan
$266K +$27.4K +1,221 +11%
KBFS
472
Kohmann Bosshard Financial Services
Ohio
$263K +$284K +12,633 New
CSWM
473
Cassady Schiller Wealth Management
Ohio
$260K +$280K +12,489 New
B
474
Bensler
Washington
$255K +$539 +24 +0.2%
SWPG
475
Strategic Wealth Partners Group
Illinois
$252K -$125K -5,589 -32%