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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
576
Apella Capital
Connecticut
$209K +$197K +9,024 New
FCM
577
Firestone Capital Management
Florida
$208K +$195K +8,922 New
SNBOSD
578
Security National Bank of So Dak
Iowa
$208K +$194K +8,883 New
WI
579
Wintrust Investments
Illinois
$206K +$193K +8,808 New
OWM
580
OneAscent Wealth Management
Alabama
$206K +$193K +8,820 New
WFAG
581
Wescott Financial Advisory Group
Pennsylvania
$205K +$192K +8,784 New
SIC
582
Salem Investment Counselors
North Carolina
$202K
AWA
583
Arkadios Wealth Advisors
Georgia
$202K -$46.8K -2,139 -20%
MC
584
Matisse Capital
Oregon
$201K +$188K +8,604 New
JWA
585
JFS Wealth Advisors
Pennsylvania
$199K
FWM
586
Focused Wealth Management
New York
$196K +$1.25K +57 +0.7%
SIS
587
Strategic Investment Solutions
Illinois
$193K -$11.6M -532,674 -98%
AIM
588
Anchor Investment Management
South Carolina
$183K -$308K -14,094 -64%
FRA
589
Front Row Advisors
California
$176K
AssetMark Inc
590
AssetMark Inc
California
$171K -$3.12M -142,878 -95%
AC
591
AlphaCore Capital
California
$171K +$590 +27 +0.4%
PCMC
592
Planning Capital Management Corporation
Pennsylvania
$169K +$158K +7,239 New
CA
593
Clearstead Advisors
Ohio
$150K +$13.3K +609 +10%
CCM
594
Chilton Capital Management
Texas
$150K
MTIC
595
Missouri Trust & Investment Company
Missouri
$148K
WPA
596
West Paces Advisors
Georgia
$147K
BBHC
597
Brown Brothers Harriman & Co
New York
$141K +$132K +6,021 New
NP
598
NorthRock Partners
Minnesota
$138K +$129K +5,898 New
PS
599
Planned Solutions
California
$137K +$129K +5,880 New
RF
600
Robbins Farley
New Hampshire
$134K +$43.7K +1,998 +54%