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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
551
Summit Wealth Group (Colorado)
Colorado
$583K -$34.6K -1,109 -5%
DWT
552
Dorsey & Whitney Trust
South Dakota
$582K
MHS
553
M Holdings Securities
Oregon
$576K -$12.2K -393 -2%
FWM
554
Fonville Wealth Management
Virginia
$574K -$8.04K -258 -1%
ZF
555
Zhang Financial
Michigan
$572K +$26.4K +848 +5%
SMA
556
Sage Mountain Advisors
Georgia
$572K +$1.93K +62 +0.3%
SW
557
SkyOak Wealth
Michigan
$572K
LW
558
Livet Wealth
Utah
$567K -$40.6K -1,304 -7%
CAL
559
Capital Analysts LLC
Pennsylvania
$564K +$3.21K +103 +0.6%
IAIM
560
International Assets Investment Management
Florida
$558K +$113K +3,611 +25%
BFS
561
Burkett Financial Services
South Carolina
$558K -$196K -6,306 -26%
CAM
562
Carret Asset Management
New York
$558K +$7.79K +250 +1%
RCM
563
Radnor Capital Management
Pennsylvania
$555K
WSFS
564
Wilmington Savings Fund Society
Delaware
$555K
HWA
565
Heritage Wealth Architects
Minnesota
$554K
NP
566
NorthRock Partners
Minnesota
$553K +$6.95K +223 +1%
VF
567
Vawter Financial
Ohio
$546K -$11K -354 -2%
GA
568
Goldstein Advisors
Wisconsin
$543K
PGFC
569
Peapack-Gladstone Financial Corp
New Jersey
$537K
EPM
570
Elm Partners Management
Pennsylvania
$535K +$31 +1 +0%
Jane Street
571
Jane Street
New York
$531K +$543K +17,416 New
SFWC
572
Strategic Family Wealth Counselors
New Jersey
$528K +$9.04K +290 +2%
TAP
573
Tounjian Advisory Partners
Florida
$528K +$2.52K +81 +0.5%
KFAS
574
Keating Financial Advisory Services
Kansas
$527K +$9.04K +290 +2%
AWA
575
Archvest Wealth Advisors
California
$526K +$538K +17,254 New