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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
576
Patriot Investment Management Group
Tennessee
$372K +$315 +12 +0.1%
TC
577
Tenret Company
Florida
$369K
VDI
578
Vaughan David Investments
Illinois
$369K +$631 +24 +0.2%
WP
579
Westmount Partners
California
$367K
DWM
580
DecisionMap Wealth Management
Virginia
$366K
GWA
581
Geometric Wealth Advisors
District of Columbia
$366K +$999 +38 +0.3%
MWP
582
Meredith Wealth Planning
Illinois
$366K +$348K +13,224 New
FA
583
FF Advisors
California
$364K
APW
584
Aurora Private Wealth
New Jersey
$363K +$345K +13,111 New
FFA
585
Fi3 Financial Advisors
Indiana
$362K
ML
586
Mayport LLC
Massachusetts
$360K
IFPL
587
Investments & Financial Planning LLC
Kentucky
$360K +$631 +24 +0.2%
HIIFS
588
Harel Insurance Investments & Financial Services
Israel
$360K +$184K +7,000 +117%
Brown Advisory
589
Brown Advisory
Maryland
$358K +$73.2K +2,787 +27%
MCM
590
Mengis Capital Management
Oregon
$356K -$24.7K -941 -7%
GCM
591
G2 Capital Management
Ohio
$355K
SWA
592
Sterling Wealth Advisors
Florida
$355K
CHA
593
Cooper/Haims Advisors
New York
$354K +$2.63K +100 +0.8%
IAA
594
Independent Advisor Alliance
North Carolina
$353K
PAYA
595
Phil A. Younker & Associates
Alaska
$350K +$17.3K +660 +6%
MAM
596
Marotta Asset Management
Virginia
$350K +$187K +7,103 +128%
MCP
597
Mirador Capital Partners
California
$348K -$10.9K -414 -3%
Qube Research & Technologies (QRT)
598
Qube Research & Technologies (QRT)
United Kingdom
$347K +$318K +12,096 +2,712%
ACA
599
Aptus Capital Advisors
Alabama
$347K +$8.7K +331 +3%
CD
600
Chapin Davis
Maryland
$346K +$38.1K +1,448 +13%