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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
576
Westmount Partners
California
$387K
PIMG
577
Patriot Investment Management Group
Tennessee
$386K -$5.11K -180 -1%
MWP
578
Meredith Wealth Planning
Illinois
$385K
FA
579
FF Advisors
California
$383K
SWA
580
Sightline Wealth Advisors
Connecticut
$381K +$372K +13,096 New
FFA
581
Fi3 Financial Advisors
Indiana
$381K
IAIM
582
International Assets Investment Management
Florida
$379K
ML
583
Mayport LLC
Massachusetts
$379K
Brown Advisory
584
Brown Advisory
Maryland
$379K +$1.62K +57 +0.4%
HIIFS
585
Harel Insurance Investments & Financial Services
Israel
$378K
CHA
586
Cooper/Haims Advisors
New York
$374K +$1.62K +57 +0.4%
GCM
587
G2 Capital Management
Ohio
$373K
BMCM
588
Bryn Mawr Capital Management
Pennsylvania
$372K -$37.4K -1,318 -9%
VCA
589
Verdence Capital Advisors
Maryland
$370K +$3.27K +115 +0.9%
MCM
590
Mengis Capital Management
Oregon
$369K -$5.46K -192 -1%
PAYA
591
Phil A. Younker & Associates
Alaska
$369K
SWA
592
Sterling Wealth Advisors
Florida
$367K
AIA
593
Allied Investment Advisors
Montana
$362K +$7.64K +269 +2%
MCP
594
Mirador Capital Partners
California
$362K -$4.12K -145 -1%
IAA
595
Independent Advisor Alliance
North Carolina
$361K -$9.66K -340 -3%
EPM
596
Elm Partners Management
Pennsylvania
$356K +$3.3K +116 +1%
HC
597
Hurley Capital
New York
$355K +$511 +18 +0.1%
CA
598
Cambridge Advisors
Nebraska
$355K +$10.7K +378 +3%
MAM
599
Marotta Asset Management
Virginia
$354K -$14.3K -505 -4%
CFG
600
Chapman Financial Group
Hawaii
$354K +$345K +12,156 New