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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
626
Advocate Group
Minnesota
$217K
IFG
627
Independent Financial Group
California
$216K +$207K +8,076 New
Vanguard Group
628
Vanguard Group
Pennsylvania
$214K +$206K +8,004 New
HFBOT
629
Home Federal Bank of Tennessee
Tennessee
$212K +$203K +7,905 New
GLA
630
Good Life Advisors
Pennsylvania
$211K +$203K +7,884 New
CAM
631
Clark Asset Management
New Hampshire
$211K -$63.3K -2,466 -24%
AP
632
Adero Partners
California
$211K +$202K +7,857 New
KMWM
633
Keudell/Morrison Wealth Management
Oregon
$209K +$200K +7,800 New
AC
634
AlphaCore Capital
California
$208K -$4.55K -177 -2%
AFP
635
Ausdal Financial Partners
Iowa
$207K -$31.4K -1,221 -14%
SWM
636
Silverlake Wealth Management
Vermont
$207K +$198K +7,710 New
GVAG
637
Great Valley Advisor Group
Delaware
$204K -$122K -4,734 -38%
SIS
638
Strategic Investment Solutions
Illinois
$203K -$81.7K -3,180 -30%
TWA
639
TCI Wealth Advisors
Arizona
$202K +$194K +7,536 New
PPWM
640
Perissos Private Wealth Management
Oklahoma
$202K +$193K +7,524 New
WMR
641
Wealth Management Resources
Rhode Island
$201K +$193K +7,512 New
SIA
642
SGL Investment Advisors
Montana
$200K +$566K +22,038 New
CIAS
643
Capital Investment Advisory Services
North Carolina
$192K +$69.7K +2,715 +61%
PCMC
644
Planning Capital Management Corporation
Pennsylvania
$191K +$2K +78 +1%
GA
645
GoalVest Advisory
New York
$184K
CPA
646
Capital Performance Advisors
California
$184K +$176K +6,858 New
TRCT
647
Tower Research Capital (TRC)
New York
$177K +$163K +6,339 +2,322%
RI
648
Ridgewood Investments
New Jersey
$177K +$129K +5,034 +320%
CFGS
649
Concourse Financial Group Securities
Alabama
$172K
CCM
650
Chilton Capital Management
Texas
$171K