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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IB
501
Intrust Bank
Kansas
$205K +$199K +8,385 New
MWM
502
Mission Wealth Management
California
$203K +$197K +8,310 New
LFS
503
Lutz Financial Services
Nebraska
$202K +$196K +8,277 New
IAA
504
Independent Advisor Alliance
North Carolina
$201K +$195K +8,238 New
GWM
505
Geneos Wealth Management
Colorado
$193K +$1.07K +45 +0.6%
AIM
506
Anchor Investment Management
South Carolina
$192K +$1.49K +63 +0.8%
TCWM
507
Total Clarity Wealth Management
Illinois
$189K -$31.3K -1,320 -15%
FRA
508
Front Row Advisors
California
$182K
SIC
509
Salem Investment Counselors
North Carolina
$182K
TWA
510
TCI Wealth Advisors
Arizona
$169K
LFG
511
Larson Financial Group
Missouri
$163K +$3.69K +156 +2%
CCM
512
Chilton Capital Management
Texas
$156K +$152K +6,399 New
WPA
513
West Paces Advisors
Georgia
$154K
CF
514
Centaurus Financial
California
$149K +$568 +24 +0.4%
TAIM
515
TD Ameritrade Investment Management
Nebraska
$148K -$239K -10,095 -62%
CIAS
516
Capital Investment Advisory Services
North Carolina
$148K -$30.2K -1,275 -17%
EVM
517
Eaton Vance Management
Massachusetts
$141K +$127K +5,370 +1,336%
PFBT
518
Parkside Financial Bank & Trust
Missouri
$138K -$3.91K -165 -3%
FCA
519
FinTrust Capital Advisors
South Carolina
$131K -$35.7K -1,509 -22%
TFS
520
TrustCore Financial Services
Tennessee
$130K +$71 +3 +0.1%
BW
521
Bison Wealth
Georgia
$124K -$48K -2,028 -29%
CCM
522
Covington Capital Management
California
$122K
PB
523
Pinnacle Bancorp
Nebraska
$121K
MAM
524
McCarthy Asset Management
California
$117K +$426 +18 +0.4%
JP Morgan Chase
525
JP Morgan Chase
New York
$115K +$18.4K +777 +20%