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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
526
CRA Financial Services
New Jersey
$241K -$6.53K -294 -3%
YIA
527
YHB Investment Advisors
Connecticut
$239K +$1.73K +78 +0.7%
LC
528
Landaas & Company
Wisconsin
$237K
PL
529
Plancorp LLC
Missouri
$235K
KBFS
530
Kohmann Bosshard Financial Services
Ohio
$235K
AC
531
AlphaCore Capital
California
$233K +$194K +8,724 +452%
Vanguard Capital Wealth Advisors
532
Vanguard Capital Wealth Advisors
Colorado
$228K -$60.5K -2,724 -21%
TWM
533
Triton Wealth Management
Arizona
$226K -$33.5K -1,509 -13%
CAM
534
Clark Asset Management
New Hampshire
$226K -$17.3K -777 -7%
CPIG
535
Chicago Partners Investment Group
Illinois
$225K +$225K +10,143 New
B
536
Bensler
Washington
$225K -$26.5K -1,194 -10%
IFPL
537
Investments & Financial Planning LLC
Kentucky
$224K +$3.07K +138 +1%
MCC
538
Money Concepts Capital
Florida
$222K -$245K -11,016 -20%
KMWM
539
Keudell/Morrison Wealth Management
Oregon
$220K
RGF
540
Retirement Guys Formula
Ohio
$220K -$180K -8,103 -45%
SWM
541
Shakespeare Wealth Management
Wisconsin
$219K
MFG
542
Magnus Financial Group
New York
$219K -$610K -27,444 -73%
IWP
543
IAG Wealth Partners
Wisconsin
$218K
SIA
544
SeaBridge Investment Advisors
New Jersey
$216K
CB
545
Commerce Bank
Missouri
$215K -$51.4K -2,313 -19%
CD
546
Chapin Davis
Maryland
$215K +$218K +9,831 New
FCBT
547
First Citizens Bank & Trust
North Carolina
$215K -$95.1K -4,281 -30%
FWM
548
Forza Wealth Management
Florida
$214K
CAP
549
Columbia Advisory Partners
Washington
$212K -$62.5K -2,811 -22%
FFA
550
First Foundation Advisors
California
$212K +$216K +9,711 New