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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
526
Sterling Financial Planning
New Jersey
$16K -$1.91K -84 -11%
MWC
527
MBM Wealth Consultants
Missouri
$14K -$681 -30 -5%
EIP
528
Ellis Investment Partners
Pennsylvania
$14K +$68 +3 +0.5%
COCM
529
Charter Oak Capital Management
New Hampshire
$12K
EL
530
EMFO LLC
Florida
$12K +$11.8K +519 New
Fifth Third Bancorp
531
Fifth Third Bancorp
Ohio
$11K
BAM
532
Barrett Asset Management
New York
$10K
CWA
533
Carolina Wealth Advisors
South Carolina
$10K
Kayne Anderson Rudnick Investment Management
534
Kayne Anderson Rudnick Investment Management
California
$10K
EVM
535
Eaton Vance Management
Massachusetts
$9K +$9.05K +399 New
ME
536
McIlrath & Eck
Washington
$8K
VNA
537
Valley National Advisers
Pennsylvania
$8K +$2.38K +105 +40%
FFA
538
Founders Financial Alliance
North Carolina
$8K +$7.89K +348 New
CMA
539
Cedar Mountain Advisors
Oregon
$7K
PSIWM
540
Paradigm Strategies in Wealth Management
Minnesota
$6K -$100K -4,428 -95%
PIP
541
Peachtree Investment Partners
Florida
$6K
CCMW
542
Cypress Capital Management (Wyoming)
Wyoming
$6K +$4.49K +198 +264%
SWA
543
Sutton Wealth Advisors
Florida
$5.27K -$1.02K -45 -16%
LDFR
544
Lehman & Derafelo Financial Resources
Pennsylvania
$5K -$9.05K -399 -62%
HIA
545
Harbor Investment Advisory
Maryland
$5K -$2.93K -129 -36%
PFGIA
546
Patriot Financial Group Insurance Agency
Massachusetts
$5K
MA
547
Modus Advisors
Minnesota
$5K +$4.76K +210 New
MAM
548
Meeder Asset Management
Ohio
$4K
BAM
549
Bellevue Asset Management
Washington
$3K
LB
550
Legacy Bridge
Iowa
$3K