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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
451
Radnor Capital Management
Pennsylvania
$426K
PAMG
452
Patton Albertson Miller Group
Tennessee
$425K
VF
453
Vawter Financial
Ohio
$422K +$132K +6,048 +50%
KLI
454
Kelman-Lazarov Inc
Tennessee
$421K
WWM
455
Western Wealth Management
Colorado
$418K +$11.5K +525 +3%
WAP
456
Wealthcare Advisory Partners
Pennsylvania
$415K +$853 +39 +0.2%
CW
457
CIC Wealth
Maryland
$412K -$26.2K -1,200 -6%
MFG
458
Magnus Financial Group
New York
$411K +$385K +17,601 New
AIS
459
American Investment Services
Massachusetts
$411K
NFG
460
Nations Financial Group
Iowa
$406K -$145K -6,624 -28%
FHA
461
First Horizon Advisors
Tennessee
$404K +$355K +16,218 +1,498%
CIBC Private Wealth Group
462
CIBC Private Wealth Group
Georgia
$402K -$984 -45 -0.3%
CAM
463
Carret Asset Management
New York
$401K +$19.7K +900 +6%
WC
464
Waterloo Capital
Texas
$396K +$2.3K +105 +0.6%
IAIM
465
International Assets Investment Management
Florida
$395K +$369K +16,893 New
RC
466
Roundview Capital
New Jersey
$391K -$1.11K -51 -0.3%
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$390K -$2.82K -129 -0.8%
BMO
468
Beck Mack & Oliver
New York
$387K +$2.56K +117 +0.7%
LWM
469
Lakeridge Wealth Management
Ohio
$384K +$359K +16,440 New
LF
470
LifeSteps Financial
California
$383K -$328 -15 -0.1%
HWA
471
HHM Wealth Advisors
Tennessee
$382K -$175K -7,992 -33%
TW
472
TrinityPoint Wealth
Connecticut
$381K -$49.4K -2,259 -12%
DIS
473
Diversified Investment Strategies
Louisiana
$380K -$25.3K -1,155 -7%
PGAM
474
Princeton Global Asset Management
New Jersey
$380K -$3.08K -141 -0.9%
GA
475
Goldstein Advisors
Wisconsin
$378K