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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
576
Bensler
Washington
$240K
DWG
577
Darden Wealth Group
Michigan
$240K +$240K +9,708 New
PS
578
Principal Securities
Iowa
$238K -$4K -162 -2%
MFG
579
Merit Financial Group
Georgia
$237K -$37.1K -1,500 -14%
IWP
580
IAG Wealth Partners
Wisconsin
$236K -$10K -405 -4%
AIM
581
Aspen Investment Management
Michigan
$236K +$7.41K +300 +3%
SIS
582
Strategic Investment Solutions
Illinois
$236K +$265K +10,743 New
GI
583
GS Investments
Minnesota
$234K -$19.2K -777 -8%
MWM
584
Mission Wealth Management
California
$234K -$136K -5,517 -37%
USCWA
585
U.S. Capital Wealth Advisors
Texas
$234K -$26.2K -1,059 -10%
CFS
586
CRA Financial Services
New Jersey
$234K -$36.8K -1,488 -14%
PVI
587
Pine Valley Investments
New Jersey
$232K -$7.04K -285 -3%
LIA
588
Lynx Investment Advisory
District of Columbia
$229K +$229K +9,282 New
FVIM
589
Fort Vancouver Investment Management
Washington
$224K +$225K +9,087 New
TFA
590
Teamwork Financial Advisors
Texas
$224K -$57.6K -2,331 -20%
AC
591
Apella Capital
Connecticut
$223K
FCM
592
Firestone Capital Management
Florida
$221K
AFP
593
Ausdal Financial Partners
Iowa
$221K -$29.9K -1,212 -12%
AssetMark Inc
594
AssetMark Inc
California
$221K -$119K -4,803 -35%
SNBOSD
595
Security National Bank of So Dak
Iowa
$219K
JWA
596
JFS Wealth Advisors
Pennsylvania
$219K +$7.63K +309 +4%
WI
597
Wintrust Investments
Illinois
$218K
GI
598
GAMMA Investing
California
$217K +$150K +6,090 +227%
PWM
599
PBMares Wealth Management
Virginia
$215K
SIC
600
Salem Investment Counselors
North Carolina
$214K