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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
476
Prestige Wealth Management Group
New Jersey
$348K
IAA
477
Independent Advisor Alliance
North Carolina
$345K +$44.7K +2,064 +15%
RIM
478
Rockbridge Investment Management
New York
$345K +$585 +27 +0.2%
WWM
479
Western Wealth Management
Colorado
$343K -$97.8K -4,518 -22%
AA
480
Argent Advisors
Louisiana
$341K
RWM
481
RBA Wealth Management
California
$341K +$5.65K +261 +2%
LNC
482
Lincoln National Corp
Pennsylvania
$336K +$73.6K +3,399 +29%
GCM
483
G2 Capital Management
Ohio
$334K
SIA
484
Soltis Investment Advisors
Utah
$330K
TW
485
TrinityPoint Wealth
Connecticut
$330K +$3.38K +156 +1%
Qube Research & Technologies (QRT)
486
Qube Research & Technologies (QRT)
United Kingdom
$329K +$37K +1,710 +13%
WW
487
Waterfront Wealth
Kansas
$328K
CDIA
488
Capital Directions Investment Advisors
Georgia
$326K +$321K +14,835 New
RW
489
Reframe Wealth
Virginia
$326K +$321K +14,835 New
IF
490
Intrua Financial
Texas
$325K -$8.77K -405 -3%
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$323K -$28.4K -1,314 -8%
FCBT
492
First Citizens Bank & Trust
North Carolina
$310K +$305K +14,094 New
MCA
493
Millennium Capital Advisors
Arkansas
$309K -$6.24K -288 -2%
IWA
494
Intercontinental Wealth Advisors
Texas
$309K +$130 +6 +0%
AWA
495
Acorn Wealth Advisors
Michigan
$298K +$1.88K +87 +0.6%
JWM
496
Janiczek Wealth Management
Colorado
$298K -$6.82K -315 -2%
ABC
497
Associated Banc-Corp
Wisconsin
$296K
CA
498
CGN Advisors
Kansas
$295K -$2.04M -94,368 -88%
AWM
499
Accurate Wealth Management
Florida
$294K +$282K +13,005 New
BWP
500
Balboa Wealth Partners
Arizona
$294K +$289K +13,356 New