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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMG
451
WESCAP Management Group
California
$450K -$18.5K -771 -4%
PFGIA
452
Patriot Financial Group Insurance Agency
Massachusetts
$449K +$24.2K +1,008 +6%
CW
453
CIC Wealth
Maryland
$447K
CAM
454
Carret Asset Management
New York
$443K +$7.19K +300 +2%
GA
455
Goldstein Advisors
Wisconsin
$441K +$29.3K +1,224 +8%
HGERS
456
Householder Group Estate & Retirement Specialist
Arizona
$437K -$46.9K -1,956 -10%
AIS
457
American Investment Services
Massachusetts
$437K -$7.91K -330 -2%
Prudential Financial
458
Prudential Financial
New Jersey
$436K -$673K -28,050 -62%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$431K -$2.23K -93 -0.5%
VCP
460
Vista Capital Partners
Oregon
$426K -$313K -13,056 -44%
TW
461
TrinityPoint Wealth
Connecticut
$413K +$144 +6 +0%
PGAM
462
Princeton Global Asset Management
New Jersey
$412K
KLI
463
Kelman-Lazarov Inc
Tennessee
$409K -$44.5K -1,854 -10%
SPWM
464
Schrum Private Wealth Management
Florida
$407K +$144 +6 +0%
TCM
465
TruNorth Capital Management
Michigan
$407K +$385K +16,068 New
LWM
466
Lakeridge Wealth Management
Ohio
$405K -$10.9K -456 -3%
BIM
467
Bridges Investment Management
Nebraska
$404K
IAIM
468
International Assets Investment Management
Florida
$399K -$24.9K -1,038 -6%
DIS
469
Diversified Investment Strategies
Louisiana
$399K -$12.2K -510 -3%
RIM
470
Rockbridge Investment Management
New York
$398K
EP
471
Eudaimonia Partners
Tennessee
$397K +$376K +15,678 New
RC
472
Roundview Capital
New Jersey
$394K -$27.4K -1,143 -7%
MA
473
MONECO Advisors
Connecticut
$394K +$3.81K +159 +1%
HWA
474
HHM Wealth Advisors
Tennessee
$394K -$18.8K -786 -5%
AWM
475
Avior Wealth Management
Nebraska
$391K +$26.1K +1,089 +8%