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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
476
Forvis Mazars Wealth Advisors
Missouri
$311K +$304K +13,914 New
AWA
477
Acorn Wealth Advisors
Michigan
$306K +$1.77K +81 +0.6%
BWP
478
Balboa Wealth Partners
Arizona
$302K +$295K +13,503 New
ABC
479
Associated Banc-Corp
Wisconsin
$301K
LEFP
480
Leading Edge Financial Planning
Tennessee
$300K -$190K -8,700 -39%
FIA
481
Foundations Investment Advisors
Arizona
$299K +$917 +42 +0.3%
CIC
482
Carnegie Investment Counsel
Ohio
$299K +$459 +21 +0.2%
TC
483
Tenret Company
Florida
$298K +$1.25K +57 +0.4%
WP
484
Westmount Partners
California
$297K
AIM
485
Acropolis Investment Management
Missouri
$297K
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$297K -$3.6K -165 -1%
CAM
487
Carret Asset Management
New York
$297K +$19.7K +900 +7%
TI
488
Trexquant Investment
Connecticut
$296K +$289K +13,248 New
RWM
489
RBA Wealth Management
California
$295K -$25.7K -1,176 -8%
APW
490
Aurora Private Wealth
New Jersey
$295K -$64.6K -2,958 -18%
TWM
491
Triton Wealth Management
Arizona
$294K +$54.8K +2,511 +24%
AAM
492
Austin Asset Management
Texas
$293K
FWM
493
Focused Wealth Management
New York
$292K +$1.7K +78 +0.6%
PFBT
494
Parkside Financial Bank & Trust
Missouri
$291K +$190K +8,709 +202%
SWPG
495
Strategic Wealth Partners Group
Illinois
$290K +$66 +3 +0%
AWM
496
Accurate Wealth Management
Florida
$287K +$2.1K +96 +0.8%
GCM
497
G2 Capital Management
Ohio
$287K -$51.2K -2,346 -15%
LNC
498
Lincoln National Corp
Pennsylvania
$286K +$21.7K +996 +8%
JWM
499
Janiczek Wealth Management
Colorado
$283K
PWA
500
Physician Wealth Advisors
Utah
$279K +$1.97K +90 +0.7%