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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
526
Wealth Preservation Advisors
Tennessee
$464K -$2.94K -112 -0.7%
KWM
527
Kingsview Wealth Management
Oregon
$453K +$430K +16,355 New
TAP
528
Tounjian Advisory Partners
Florida
$451K
BTI
529
Blue Trust Inc
Georgia
$451K +$397K +15,108 +1,272%
BFA
530
Blueprint Financial Advisors
North Carolina
$445K +$423K +16,086 New
SAG
531
SageView Advisory Group
California
$445K -$11K -417 -3%
SSWM
532
Smith Salley Wealth Management
North Carolina
$445K -$6.57K -250 -2%
JPLA
533
Joseph P. Lucia & Associates
New York
$441K -$5.2K -198 -1%
TCM
534
TruNorth Capital Management
Michigan
$440K
CRFG
535
Columbia River Financial Group
Washington
$439K -$143K -5,436 -26%
CIBC Private Wealth Group
536
CIBC Private Wealth Group
Georgia
$438K +$10.6K +402 +3%
OC
537
Oarsman Capital
Wisconsin
$436K -$9.57K -364 -2%
TF
538
Theory Financial
Colorado
$435K
BW
539
Basepoint Wealth
Iowa
$434K -$15.4K -585 -4%
SIA
540
Soltis Investment Advisors
Utah
$433K +$12.3K +468 +3%
SPWM
541
Schrum Private Wealth Management
Florida
$430K -$5.94K -226 -1%
PIN
542
Prudent Investors Network
California
$429K
WP
543
Wealthspan Partners
Iowa
$429K
Citadel Advisors
544
Citadel Advisors
Florida
$429K -$538K -20,455 -57%
KLI
545
Kelman-Lazarov Inc
Tennessee
$425K +$20.4K +778 +5%
CFD
546
Creative Financial Designs
Indiana
$424K -$4.1K -156 -1%
VCP
547
Vista Capital Partners
Oregon
$423K +$113K +4,305 +39%
AWM
548
Avior Wealth Management
Nebraska
$423K -$473 -18 -0.1%
AWM
549
Accurate Wealth Management
Florida
$422K +$61.6K +2,342 +19%
CAL
550
Capital Analysts LLC
Pennsylvania
$418K +$11K +419 +3%