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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
626
Principal Securities
Iowa
$252K -$19.8K -733 -7%
CF
627
Centaurus Financial
California
$252K +$36.4K +1,347 +16%
IWP
628
IAG Wealth Partners
Wisconsin
$249K
MWM
629
Mission Wealth Management
California
$247K
BA
630
Bellwether Advisors
Nebraska
$247K -$27 -1 -0%
FRA
631
Front Row Advisors
California
$244K
CRC
632
Curi RMB Capital
Illinois
$244K -$5.08K -188 -2%
HBW
633
Hazlett, Burt & Watson
West Virginia
$243K +$99.3K +3,680 +65%
SPC
634
Sigma Planning Corp
Michigan
$243K -$29.8K -1,102 -11%
OCPWS
635
One Charles Private Wealth Services
Massachusetts
$241K
RWM
636
RBA Wealth Management
California
$241K -$20.3K -753 -8%
PAS
637
Park Avenue Securities
New York
$239K +$247K +9,155 New
SPA
638
Sentinel Pension Advisors
Massachusetts
$238K +$247K +9,146 New
BMO
639
Beck Mack & Oliver
New York
$238K -$81K -3,001 -25%
AIM
640
Aspen Investment Management
Michigan
$238K +$243 +9 +0.1%
AC
641
Apella Capital
Connecticut
$235K
Jones Financial Companies
642
Jones Financial Companies
Missouri
$235K +$197K +7,314 +432%
DT
643
Diversified Trust
Tennessee
$233K +$242K +8,949 New
SNBOSD
644
Security National Bank of So Dak
Iowa
$232K
SP
645
Stonebrook Private
Michigan
$231K +$239K +8,862 New
GI
646
GS Investments
Minnesota
$229K -$27 -1 -0%
CWP
647
Clark Wealth Partners
Illinois
$228K +$236K +8,743 New
GI
648
GAMMA Investing
California
$228K -$1.08K -40 -0.5%
KPWG
649
KFA Private Wealth Group
Virginia
$226K
TWM
650
TCFG Wealth Management
California
$226K