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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
651
IAG Wealth Partners
Wisconsin
$239K -$15.3K -570 -6%
SP
652
Stonebrook Private
Michigan
$236K
SNBOSD
653
Security National Bank of So Dak
Iowa
$235K -$886 -33 -0.4%
SIA
654
SGL Investment Advisors
Montana
$235K +$241K +8,977 New
CWP
655
Clark Wealth Partners
Illinois
$233K +$1.02K +38 +0.4%
GI
656
GAMMA Investing
California
$232K -$403 -15 -0.2%
GI
657
GS Investments
Minnesota
$232K -$1.34K -50 -0.6%
KPWG
658
KFA Private Wealth Group
Virginia
$230K
TWM
659
TCFG Wealth Management
California
$230K
AWM
660
Accel Wealth Management
Iowa
$229K +$232K +8,630 New
DT
661
Diversified Trust
Tennessee
$229K -$9.29K -346 -4%
AC
662
Apella Capital
Connecticut
$227K
MC
663
Matisse Capital
Oregon
$226K
CIC
664
Cutler Investment Counsel
Oregon
$226K +$228K +8,502 New
AWM
665
Aprio Wealth Management
Georgia
$225K +$1.24K +46 +0.5%
OAM
666
Oppenheimer Asset Management
New York
$223K
Empower Advisory Group
667
Empower Advisory Group
Colorado
$223K -$182K -6,780 -45%
ZIC
668
ZWJ Investment Counsel
Georgia
$222K
TSS
669
Two Sigma Securities
New York
$221K +$224K +8,331 New
WHCFA
670
William Howard & Co Financial Advisors
Tennessee
$221K +$1.21K +45 +0.5%
LFS
671
Lutz Financial Services
Nebraska
$220K
FWM
672
Focused Wealth Management
New York
$218K -$5.42K -202 -2%
CA
673
CWC Advisors
Oregon
$218K
CIA
674
Capital Investment Advisors
Georgia
$218K
SIC
675
Salem Investment Counselors
North Carolina
$217K