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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
626
Concord Wealth Partners
Virginia
$3.35K +$3.5K +156 New
BAM
627
Bellevue Asset Management
Washington
$3.29K
LB
628
Legacy Bridge
Iowa
$3.22K
FA
629
Financial Avengers
California
$3.22K +$3.37K +150 New
CMA
630
Cedar Mountain Advisors
Oregon
$2.45K -$202 -9 -7%
WT
631
Washington Trust
Rhode Island
$2.26K
QCG
632
Quadrant Capital Group
Ohio
$2.06K -$33.7K -1,500 -94%
CAS
633
Coppell Advisory Solutions
Texas
$1.98K +$1.68K +75 +500%
RA
634
Rise Advisors
New York
$1.95K
AWM
635
Abound Wealth Management
Tennessee
$1.87K
GWMIA
636
Global Wealth Management Investment Advisory
Florida
$1.61K
Fifth Third Bancorp
637
Fifth Third Bancorp
Ohio
$1.16K
CMP
638
Coston McIsaac & Partners
Maine
$1K +$1.35K +60 New
PTC
639
Private Trust Company
Ohio
$645 -$3.44K -153 -84%
WWM
640
Wolff Wiese Magana
California
$645
NC
641
NewSquare Capital
Pennsylvania
$590
BIA
642
Bell Investment Advisors
California
$581
IF
643
Integrity Financial
Wyoming
$387
GGI
644
Godsey & Gibb Inc
Virginia
$323 -$1.01K -45 -75%
SWA
645
SOA Wealth Advisors
New York
$102
IHWM
646
Iron Horse Wealth Management
Iowa
$64 -$269 -12 -80%
ME
647
McIlrath & Eck
Washington
$64
CPG
648
Cornerstone Planning Group
New Jersey
$64 +$67 +3 New
NQWM
649
Northwest Quadrant Wealth Management
Oregon
-$22.1M -987,177 Closed
FFP
650
Forbes Financial Planning
Rhode Island
-$6.31M -282,060 Closed