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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
526
Princeton Global Asset Management
New Jersey
$402K -$30.7K -1,145 -7%
FIA
527
Foundations Investment Advisors
Arizona
$401K -$25.9K -964 -6%
DIS
528
Diversified Investment Strategies
Louisiana
$401K -$34.8K -1,295 -8%
RIM
529
Rockbridge Investment Management
New York
$399K +$12.2K +455 +3%
CA
530
Calton & Associates
Florida
$398K +$402K +14,961 New
LWM
531
Lakeridge Wealth Management
Ohio
$396K +$376 +14 +0.1%
CIA
532
Cascade Investment Advisors
Oregon
$396K +$2.15K +80 +0.5%
CAL
533
Capital Analysts LLC
Pennsylvania
$390K +$33K +1,231 +9%
SC
534
Schoolcraft Capital
Colorado
$389K -$13K -484 -3%
P
535
&Partners
Tennessee
$389K +$101K +3,772 +31%
KLI
536
Kelman-Lazarov Inc
Tennessee
$387K -$11.9K -444 -3%
BMCM
537
Bryn Mawr Capital Management
Pennsylvania
$386K -$30.7K -1,145 -7%
HCM
538
Hengehold Capital Management
Ohio
$386K +$72.4K +2,696 +23%
CFG
539
Certior Financial Group
Pennsylvania
$383K -$125K -4,646 -24%
LF
540
LifeSteps Financial
California
$381K -$14.3K -531 -4%
SWM
541
Schwallier Wealth Management
Michigan
$380K -$21.7K -808 -5%
Legacy Financial Group (Iowa)
542
Legacy Financial Group (Iowa)
Iowa
$372K +$7.65K +285 +2%
TLA
543
Tanglewood Legacy Advisors
Texas
$371K
MA
544
MONECO Advisors
Connecticut
$371K -$17.5K -653 -4%
EMAM
545
Encompass More Asset Management
California
$369K +$373K +13,886 New
USCWA
546
U.S. Capital Wealth Advisors
Texas
$367K +$10.9K +406 +3%
MCM
547
Mengis Capital Management
Oregon
$367K -$21.1K -787 -5%
UAG
548
United Advisor Group
Ohio
$367K +$41.8K +1,559 +13%
MLA
549
My Legacy Advisors
Oregon
$365K -$2.2K -82 -0.6%
TVM
550
True Vision MN
Minnesota
$364K +$698 +26 +0.2%