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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
501
Carnegie Investment Counsel
Ohio
$293K +$520 +24 +0.2%
TC
502
Tenret Company
Florida
$292K -$51.4K -2,376 -15%
WP
503
Westmount Partners
California
$292K +$287K +13,278 New
AIM
504
Acropolis Investment Management
Missouri
$292K
Bessemer Group
505
Bessemer Group
New Jersey
$292K
Vanguard Capital Wealth Advisors
506
Vanguard Capital Wealth Advisors
Colorado
$290K +$285K +13,170 New
AAS
507
Ameritas Advisory Services
Nebraska
$288K +$284K +13,101 New
FWM
508
Focused Wealth Management
New York
$287K +$1.88K +87 +0.7%
Bank of New York Mellon
509
Bank of New York Mellon
New York
$285K +$65 +3 +0%
QHA
510
Quarry Hill Advisors
Minnesota
$284K +$279K +12,897 New
AIA
511
Allied Investment Advisors
Montana
$279K +$13.1K +603 +5%
SOS
512
Silver Oak Securities
Tennessee
$276K -$247K -11,397 -48%
CAP
513
Columbia Advisory Partners
Washington
$276K +$271K +12,531 New
CAM
514
Carret Asset Management
New York
$272K -$3.25K -150 -1%
EA
515
Eudaimonia Advisors
Tennessee
$272K +$5.46K +252 +2%
FMWA
516
Forvis Mazars Wealth Advisors
Missouri
$269K +$264K +12,210 New
USCWA
517
U.S. Capital Wealth Advisors
Texas
$268K -$57K -2,631 -18%
CB
518
Commerce Bank
Missouri
$268K -$98.4K -4,545 -27%
TWM
519
Triton Wealth Management
Arizona
$267K +$256K +11,808 New
AIM
520
AHL Investment Management
Florida
$267K -$422K -19,473 -62%
HCM
521
Hengehold Capital Management
Ohio
$267K +$262K +12,111 New
SWPG
522
Strategic Wealth Partners Group
Illinois
$266K +$65 +3 +0%
TWM
523
TriaGen Wealth Management
California
$265K
SAG
524
SageView Advisory Group
California
$260K +$256K +11,808 New
HWA
525
Hillcrest Wealth Advisors
New Jersey
$259K