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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
526
INVST
Indiana
$266K -$172K -7,854 -41%
TWM
527
TriaGen Wealth Management
California
$266K +$984 +45 +0.4%
PWA
528
Physician Wealth Advisors
Utah
$265K -$24.6K -1,125 -9%
FWTB
529
First Western Trust Bank
Colorado
$264K +$247K +11,304 New
QHA
530
Quarry Hill Advisors
Minnesota
$263K
Empower Advisory Group
531
Empower Advisory Group
Colorado
$262K -$5.38K -246 -2%
EAM
532
Evanson Asset Management
California
$261K -$16.9K -771 -6%
GWM
533
Geneos Wealth Management
Colorado
$260K -$3.48K -159 -1%
TGAM
534
TBH Global Asset Management
Tennessee
$259K +$242K +11,070 New
CFS
535
CRA Financial Services
New Jersey
$258K +$197 +9 +0.1%
PCA
536
Prosperity Capital Advisors
Ohio
$258K +$242K +11,046 New
MCP
537
Mirador Capital Partners
California
$258K +$241K +11,034 New
CCM
538
Cutler Capital Management
Massachusetts
$257K
LEFP
539
Leading Edge Financial Planning
Tennessee
$257K -$25.8K -1,179 -10%
Wolverine Trading
540
Wolverine Trading
Illinois
$257K +$240K +10,983 New
HWA
541
Hillcrest Wealth Advisors
New Jersey
$255K -$19.4K -885 -8%
LC
542
Landaas & Company
Wisconsin
$254K
AAS
543
Ameritas Advisory Services
Nebraska
$252K -$85.8K -3,924 -27%
KBFS
544
Kohmann Bosshard Financial Services
Ohio
$251K
SFWC
545
Strategic Family Wealth Counselors
New Jersey
$249K +$233K +10,653 New
PVI
546
Pine Valley Investments
New Jersey
$248K +$232K +10,593 New
SWPG
547
Strategic Wealth Partners Group
Illinois
$246K -$50.1K -2,289 -18%
VCA
548
Verdence Capital Advisors
Maryland
$243K +$1.44K +66 +0.6%
PS
549
Principal Securities
Iowa
$242K +$227K +10,362 New
DFA
550
DHJJ Financial Advisors
Illinois
$242K -$30.7K -1,404 -12%