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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
651
Centaurus Financial
California
$415K +$31.7K +962 +9%
BCI
652
Brinker Capital Investments
Pennsylvania
$412K -$597K -18,136 -61%
APW
653
Aurora Private Wealth
New Jersey
$406K +$14.2K +431 +4%
FWA
654
Fidelis Wealth Advisors
Colorado
$406K +$384K +11,654 New
ML
655
Mayport LLC
Massachusetts
$404K -$117K -3,540 -23%
EP
656
Evelyn Partners
$402K +$370K +11,233 New
LA
657
LWM Advisors
California
$401K +$461 +14 +0.1%
PWMG
658
Prestige Wealth Management Group
New Jersey
$399K
AAM
659
Austin Asset Management
Texas
$398K
SPWM
660
Schrum Private Wealth Management
Florida
$397K -$286K -8,670 -62%
AIA
661
AIMZ Investment Advisors
California
$397K
MGW
662
MB Generational Wealth
Washington
$396K
TF
663
Tandem Financial
Colorado
$390K
MCP
664
Mirador Capital Partners
California
$390K +$3.59K +109 +1%
PW
665
PUREfi Wealth
Massachusetts
$386K +$24.4K +742 +7%
FCM
666
Fortis Capital Management
Washington
$386K -$5.93K -180 -2%
LF
667
LifeSteps Financial
California
$386K -$48.9K -1,484 -12%
UBS AM
668
UBS AM
Illinois
$385K -$3.58M -108,814 -91%
IAA
669
Independent Advisor Alliance
North Carolina
$385K -$4.38M -133,001 -92%
MWM
670
Maridea Wealth Management
New York
$385K +$364K +11,050 New
SIA
671
SeaBridge Investment Advisors
New Jersey
$384K
MAS
672
Madden Advisory Services
Florida
$381K +$84.2K +2,556 +30%
GSC
673
G&S Capital
Colorado
$381K +$101K +3,063 +39%
CRC
674
Curi RMB Capital
Illinois
$381K +$52K +1,578 +17%
BPW
675
BlueDoor Private Wealth
Massachusetts
$378K