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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
501
KLCM Advisors
Wisconsin
$818K +$64K +1,942 +9%
HW
502
Hancock Whitney
Mississippi
$815K -$28.4K -861 -4%
PIA
503
Pinion Investment Advisors
Kansas
$813K -$11.4K -345 -1%
SIM
504
Synergy Investment Management
Florida
$811K +$792K +24,028 New
CW
505
CreativeOne Wealth
Kansas
$794K -$1.65M -50,100 -69%
RPGNY
506
Retirement Planning Group (New York)
New York
$790K -$19.5K -593 -3%
Brown Advisory
507
Brown Advisory
Maryland
$789K +$63.5K +1,929 +9%
AA
508
Aire Advisors
California
$786K -$1.65K -50 -0.2%
Fifth Third Bancorp
509
Fifth Third Bancorp
Ohio
$783K -$126K -3,819 -15%
JIC
510
Johnson Investment Counsel
Ohio
$781K +$11.4K +346 +2%
FWI
511
Facet Wealth Inc
Maryland
$781K -$65.3K -1,981 -8%
FAT
512
First American Trust
California
$779K -$33.3K -1,010 -4%
HF
513
HRT Financial
New York
$779K +$737K +22,384 New
SWM
514
Sculati Wealth Management
Michigan
$779K -$1.61K -49 -0.2%
MAM
515
Marquette Asset Management
Minnesota
$774K -$112K -3,408 -13%
NQWM
516
Northwest Quadrant Wealth Management
Oregon
$773K +$732K +22,211 New
WF
517
Womack Financial
Texas
$769K -$17.2K -523 -2%
MIA
518
Milestone Investment Advisors
Wisconsin
$769K +$5.93K +180 +0.8%
CWP
519
Cyndeo Wealth Partners
Florida
$767K +$24K +730 +3%
BTI
520
Blue Trust Inc
Georgia
$766K +$12.5K +380 +2%
SWGC
521
Summit Wealth Group (Colorado)
Colorado
$753K +$82.9K +2,516 +13%
MGWM
522
Marks Group Wealth Management
Minnesota
$750K
SWASL
523
Spartan Wealth Advisory Services LLC
Michigan
$747K +$560 +17 +0.1%
SCA
524
Stonebridge Capital Advisors
Minnesota
$746K -$2.57K -78 -0.4%
BWM
525
Bullock Wealth Management
Indiana
$745K +$713K +21,652 New