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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
451
CM Wealth Advisors
Ohio
$917K
NRC
452
New Republic Capital
North Carolina
$916K -$125K -4,028 -12%
BCI
453
Brinker Capital Investments
Pennsylvania
$914K -$5.58M -179,253 -86%
WI
454
Westbourne Investments
Virginia
$908K -$467 -15 -0.1%
PCWA
455
Pacific Capital Wealth Advisors
California
$907K
Bank of Montreal
456
Bank of Montreal
Ontario, Canada
$905K +$43K +1,379 +5%
MSWMA
457
Market Street Wealth Management Advisors
Indiana
$905K -$101K -3,241 -10%
BCWM
458
Bartlett & Co Wealth Management
Ohio
$902K -$33.2K -1,065 -4%
LWM
459
LongView Wealth Management
Georgia
$899K +$195K +6,262 +28%
AF
460
Advisornet Financial
Minnesota
$898K +$7.95K +255 +0.9%
SG
461
StoneX Group
New York
$892K +$422K +13,541 +86%
KFA
462
Kelleher Financial Advisors
New York
$891K
ONB
463
Old National Bancorp
Indiana
$883K -$29.4K -943 -3%
HBW
464
Hazlett, Burt & Watson
West Virginia
$883K -$18.8K -604 -2%
BWP
465
Bernardo Wealth Planning
Pennsylvania
$880K +$2.24K +72 +0.3%
GT
466
Greenleaf Trust
Michigan
$874K
SPIA
467
Steward Partners Investment Advisory
New York
$862K +$188K +6,036 +27%
UB
468
UMB Bank
Missouri
$858K
VH
469
Visionary Horizons
Tennessee
$857K +$60.4K +1,938 +7%
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$857K -$67K -2,150 -7%
KCM
471
Kathmere Capital Management
Pennsylvania
$856K +$2.4K +77 +0.3%
EHC
472
Everett Harris & Co
California
$854K +$49.8K +1,600 +6%
HIP
473
HUB Investment Partners
Texas
$841K -$172K -5,513 -17%
BFO
474
Biltmore Family Office
North Carolina
$840K
EWS
475
Evergreen Wealth Solutions
Pennsylvania
$832K +$190K +6,105 +29%