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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
526
Cyndeo Wealth Partners
Florida
$650K +$163K +5,219 +32%
RMC
527
Ring Mountain Capital
California
$649K -$4.14K -133 -0.6%
RWM
528
Rockwood Wealth Management
Pennsylvania
$649K +$663K +21,275 New
AA
529
Alesco Advisors
New York
$642K -$2.83K -91 -0.4%
GVAG
530
Great Valley Advisor Group
Delaware
$633K -$23K -738 -3%
PL
531
Plancorp LLC
Missouri
$632K -$92K -2,953 -13%
Brown Advisory
532
Brown Advisory
Maryland
$632K +$135K +4,341 +26%
CIR
533
Clear Investment Research
Georgia
$622K
UFA
534
Uptown Financial Advisors
Texas
$621K -$22.1K -708 -3%
VWA
535
VSM Wealth Advisory
Maryland
$620K +$12.6K +404 +2%
RA
536
Resolute Advisors
California
$613K +$2.93K +94 +0.5%
CBU
537
CIBC Bancorp USA
Illinois
$613K +$626K +20,093 New
SPA
538
Sentinel Pension Advisors
Massachusetts
$613K +$140K +4,487 +29%
JF
539
Joule Financial
Kentucky
$611K -$286K -9,185 -31%
BJL
540
Brighton Jones LLC
Washington
$610K +$623K +20,001 New
HWA
541
HMV Wealth Advisors
Louisiana
$610K -$48K -1,540 -7%
CFFP
542
Center for Financial Planning
Michigan
$606K +$10.8K +346 +2%
Renaissance Technologies
543
Renaissance Technologies
New York
$604K -$866K -27,800 -58%
ACA
544
Atlas Capital Advisors
Wyoming
$602K
GC
545
Gilbert & Cook
Iowa
$600K -$2.71K -87 -0.4%
OWP
546
Obermeyer Wealth Partners
Colorado
$590K +$31 +1 +0%
CG
547
Caprock Group
Idaho
$590K +$363K +11,658 +152%
WAM
548
WNY Asset Management
New York
$589K +$602K +19,322 New
IFPL
549
Investments & Financial Planning LLC
Kentucky
$586K +$50K +1,604 +9%
SA
550
Seneschal Advisors
Washington
$585K