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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
551
Clark Asset Management
New Hampshire
$241K -$37.4K -1,710 -14%
CWM
552
Curi Wealth Management
North Carolina
$241K +$226K +10,314 New
GI
553
GS Investments
Minnesota
$240K +$77.6K +3,549 +53%
IFPL
554
Investments & Financial Planning LLC
Kentucky
$240K -$853 -39 -0.4%
APG
555
Abacus Planning Group
South Carolina
$238K +$1.9K +87 +0.9%
AFP
556
Ausdal Financial Partners
Iowa
$237K
WMR
557
Wealth Management Resources
Rhode Island
$237K -$11.8K -540 -5%
CPIG
558
Chicago Partners Investment Group
Illinois
$237K +$590 +27 +0.3%
AA
559
Advisory Alpha
Michigan
$234K +$219K +10,020 New
RWM
560
Ritholtz Wealth Management
New York
$234K +$219K +10,014 New
SC
561
Shearwater Capital
Colorado
$234K
IWP
562
IAG Wealth Partners
Wisconsin
$233K
AIM
563
AMI Investment Management
Indiana
$231K +$216K +9,891 New
SIA
564
SeaBridge Investment Advisors
New Jersey
$231K
M
565
MYeCFO
California
$229K +$203K +9,279 New
FWM
566
Forza Wealth Management
Florida
$228K
B
567
Bensler
Washington
$227K -$13.1K -597 -6%
HC
568
Hamilton Capital
Ohio
$223K +$209K +9,546 New
D
569
Diversified
Delaware
$222K +$208K +9,504 New
MWM
570
Mission Wealth Management
California
$221K -$243K -11,091 -54%
AIM
571
Aspen Investment Management
Michigan
$216K +$202K +9,234 New
LSAG
572
Lake Street Advisors Group
New Hampshire
$215K +$201K +9,201 New
SC
573
Schoolcraft Capital
Colorado
$214K -$4.26K -195 -2%
Vanguard Capital Wealth Advisors
574
Vanguard Capital Wealth Advisors
Colorado
$212K -$54.4K -2,490 -21%
JFGLC
575
Johnson Financial Group LLC (Colorado)
Colorado
$210K +$197K +9,000 New