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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMC
451
Ring Mountain Capital
California
$613K +$25.4K +946 +4%
SWM
452
Stark Wealth Management
Pennsylvania
$611K -$16.2M -601,848 -96%
JIC
453
Johnson Investment Counsel
Ohio
$607K -$276K -10,293 -31%
HWA
454
HMV Wealth Advisors
Louisiana
$604K
FAG
455
Fortitude Advisory Group
Washington
$602K +$4.21K +157 +0.6%
CAM
456
Carret Asset Management
New York
$599K +$17.4K +650 +3%
PAS
457
Park Avenue Securities
New York
$596K +$356K +13,267 +145%
PL
458
Plancorp LLC
Missouri
$593K
UFA
459
Uptown Financial Advisors
Texas
$581K
MAG
460
Mayfair Advisory Group
Alabama
$580K +$48.4K +1,804 +9%
SW
461
SkyOak Wealth
Michigan
$579K -$45.8K -1,707 -7%
Renaissance Technologies
462
Renaissance Technologies
New York
$574K -$2.73M -101,800 -82%
AA
463
Alesco Advisors
New York
$574K -$939 -35 -0.2%
TPI
464
Trust Point Inc
Wisconsin
$574K +$579K +21,585 New
MGWM
465
Marks Group Wealth Management
Minnesota
$573K
PGFC
466
Peapack-Gladstone Financial Corp
New Jersey
$572K
CRFG
467
Columbia River Financial Group
Washington
$563K -$7.19K -268 -1%
ACA
468
Atlas Capital Advisors
Wyoming
$556K +$8.35K +311 +2%
CIR
469
Clear Investment Research
Georgia
$552K +$537 +20 +0.1%
RWP
470
Revolve Wealth Partners
New Jersey
$552K -$3.49K -130 -0.6%
GG
471
Greenwood Gearhart
Arkansas
$549K +$4.94K +184 +0.9%
ACI
472
Alpha Cubed Investments
California
$548K +$14.1K +524 +3%
FFS
473
Founders Financial Securities
Maryland
$537K +$562K +20,921 New
BBW
474
Blue Barn Wealth
Utah
$534K -$19.6K -729 -3%
PNC Financial Services Group
475
PNC Financial Services Group
Pennsylvania
$533K +$219K +8,149 +69%