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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
551
Brown Advisory
Maryland
$485K +$98.7K +3,378 +26%
TF
552
Theory Financial
Colorado
$482K
PC
553
Payne Capital
Oregon
$482K
TWP
554
Total Wealth Planning
Ohio
$478K -$8.58M -293,554 -95%
CBA
555
Coastal Bridge Advisors
Connecticut
$477K -$3.33K -114 -0.7%
CWP
556
Cyndeo Wealth Partners
Florida
$476K -$38.3K -1,310 -8%
FFG
557
Fortune Financial Group
Florida
$476K +$445K +15,221 New
SSWM
558
Smith Salley Wealth Management
North Carolina
$475K -$789 -27 -0.2%
WPA
559
Wealth Preservation Advisors
Tennessee
$471K -$23.9K -816 -5%
TCM
560
TruNorth Capital Management
Michigan
$470K
AT
561
American Trust
Kentucky
$470K -$1.27M -43,450 -73%
BW
562
Basepoint Wealth
Iowa
$469K +$2.54K +87 +0.6%
BWM
563
Brickley Wealth Management
California
$469K +$50.7K +1,733 +12%
SG
564
StoneX Group
New York
$468K -$639K -21,878 -58%
IP
565
Ignite Planners
California
$467K +$232K +7,935 +112%
SIA
566
Soltis Investment Advisors
Utah
$467K +$4.3K +147 +0.9%
WTC
567
WhitTier Trust Company
Nevada
$466K +$403K +13,791 +929%
AIS
568
American Investment Services
Massachusetts
$464K -$47.8K -1,635 -9%
SPA
569
Sentinel Pension Advisors
Massachusetts
$462K +$11.4K +389 +3%
AWM
570
Accurate Wealth Management
Florida
$461K -$1.43K -49 -0.3%
PIN
571
Prudent Investors Network
California
$459K
USCWA
572
U.S. Capital Wealth Advisors
Texas
$456K +$45.6K +1,559 +11%
PGAM
573
Princeton Global Asset Management
New Jersey
$445K -$1.93K -66 -0.4%
SAM
574
Silvercrest Asset Management
New York
$442K +$436K +14,927 New
CIA
575
Cascade Investment Advisors
Oregon
$442K