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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWG
601
KFA Private Wealth Group
Virginia
$232K
TWM
602
TCFG Wealth Management
California
$232K +$222K +8,652 New
BWM
603
Brickley Wealth Management
California
$232K +$6.47K +252 +3%
LWL
604
Leo Wealth LLC
Texas
$231K +$385 +15 +0.2%
RSWA
605
Robinson Smith Wealth Advisors
Maine
$228K
MC
606
Matisse Capital
Oregon
$228K
SWIG
607
Strategic Wealth Investment Group
Kentucky
$228K
NCFG
608
New Century Financial Group
New Jersey
$227K +$2.7K +105 +1%
Members Trust
609
Members Trust
Florida
$227K -$89.5K -3,483 -29%
SIC
610
Salem Investment Counselors
North Carolina
$224K -$6.94K -270 -3%
AWM
611
Aprio Wealth Management
Georgia
$224K -$4.47K -174 -2%
FWM
612
Focused Wealth Management
New York
$224K +$2.47K +96 +1%
ZIC
613
ZWJ Investment Counsel
Georgia
$224K +$1.31K +51 +0.6%
OAM
614
Oppenheimer Asset Management
New York
$223K
CF
615
Centaurus Financial
California
$223K +$15.6K +609 +8%
BRIA
616
Balanced Rock Investment Advisors
Massachusetts
$222K
LFS
617
Lutz Financial Services
Nebraska
$222K
EL
618
Essex LLC
Illinois
$222K
WHCFA
619
William Howard & Co Financial Advisors
Tennessee
$220K +$2.47K +96 +1%
CA
620
CWC Advisors
Oregon
$220K +$211K +8,199 New
LEFP
621
Leading Edge Financial Planning
Tennessee
$220K
AIM
622
Anchor Investment Management
South Carolina
$219K +$308 +12 +0.1%
AssetMark Inc
623
AssetMark Inc
California
$219K -$19.9K -774 -9%
WS
624
Wedbush Securities
California
$218K +$209K +8,139 New
SFG
625
Synergy Financial Group
California
$217K