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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
501
Allied Investment Advisors
Montana
$278K
CS
502
Crescent Sterling
Louisiana
$275K +$12.5K +573 +5%
HCM
503
Hengehold Capital Management
Ohio
$274K +$1.57K +72 +0.6%
WPA
504
West Paces Advisors
Georgia
$271K +$127K +5,835 +93%
AIM
505
AHL Investment Management
Florida
$271K
AAS
506
Annex Advisory Services
Wisconsin
$266K -$105K -4,824 -29%
HWA
507
Hillcrest Wealth Advisors
New Jersey
$263K
GWA
508
Geometric Wealth Advisors
District of Columbia
$256K +$524 +24 +0.2%
AIA
509
AIMZ Investment Advisors
California
$255K
AssetMark Inc
510
AssetMark Inc
California
$253K +$247K +11,328 New
Empower Advisory Group
511
Empower Advisory Group
Colorado
$253K -$13.5K -618 -5%
TWM
512
TriaGen Wealth Management
California
$253K
CCM
513
Cutler Capital Management
Massachusetts
$252K +$246K +11,274 New
QHA
514
Quarry Hill Advisors
Minnesota
$252K -$262 -12 -0.1%
CPIG
515
Chicago Partners Investment Group
Illinois
$248K +$15.7K +717 +7%
SC
516
Shearwater Capital
Colorado
$248K
CFS
517
CRA Financial Services
New Jersey
$247K +$197 +9 +0.1%
SPC
518
Sigma Planning Corp
Michigan
$245K -$1.05M -48,045 -81%
CA
519
Cambridge Advisors
Nebraska
$244K +$239K +10,929 New
LC
520
Landaas & Company
Wisconsin
$243K
Vanguard Capital Wealth Advisors
521
Vanguard Capital Wealth Advisors
Colorado
$241K +$6.81K +312 +3%
PL
522
Plancorp LLC
Missouri
$241K
KBFS
523
Kohmann Bosshard Financial Services
Ohio
$240K
WMR
524
Wealth Management Resources
Rhode Island
$239K -$528K -24,162 -69%
YIA
525
YHB Investment Advisors
Connecticut
$238K -$6.22K -285 -3%