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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
501
Mine & Arao Wealth Creation & Management
California
$44K
GIA
502
Goodwin Investment Advisory
Georgia
$43K +$15.5K +672 +55%
SSB
503
Sandy Spring Bank
Maryland
$42K +$4.93K +213 +13%
CIA
504
Cascade Investment Advisors
Oregon
$41.2K
RF
505
Robbins Farley
New Hampshire
$40K +$12.8K +555 +45%
AF
506
Allworth Financial
California
$39K -$2.43K -105 -6%
SFPG
507
Stonebridge Financial Planning Group
Florida
$37K
GPA
508
Guidance Point Advisors
Massachusetts
$37K +$38.9K +1,680 New
WQ
509
Wealth Quarterback
New Jersey
$36K +$37.6K +1,626 New
AssetMark Inc
510
AssetMark Inc
California
$35K -$80.6K -3,483 -69%
LWA
511
Lenox Wealth Advisors
New York
$35K
RDFA
512
Ritter Daniher Financial Advisory
Ohio
$32K -$2.71K -117 -8%
JHCP
513
Jackson Hole Capital Partners
Oklahoma
$30K
BWA
514
BDO Wealth Advisors
Florida
$29K
MSFP
515
Mark Sheptoff Financial Planning
Connecticut
$29K
MAM
516
Meeder Asset Management
Ohio
$27K +$23.9K +1,032 +604%
CFO
517
CVA Family Office
Colorado
$26K -$278 -12 -0.8%
GLLW
518
Graves Light Lenhart Wealth
Virginia
$25K
PK
519
Pflug Koory
Nebraska
$24K -$12.1K -522 -33%
FPB
520
First PREMIER Bank
South Dakota
$23K
PAI
521
Pittenger & Anderson Inc
Nebraska
$20K +$972 +42 +5%
Qube Research & Technologies (QRT)
522
Qube Research & Technologies (QRT)
United Kingdom
$19K -$106K -4,572 -84%
LWANC
523
Laurel Wealth Advisors (North Carolina)
North Carolina
$18K -$28.5K -1,230 -60%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$18K +$139 +6 +0.8%
Simplex Trading
525
Simplex Trading
Illinois
$17K