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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CD
651
Chapin Davis
Maryland
$355K
Natixis Advisors
652
Natixis Advisors
Massachusetts
$353K -$50.5K -1,622 -12%
LA
653
LWM Advisors
California
$351K +$187 +6 +0.1%
AT
654
American Trust
Kentucky
$351K -$136K -4,361 -27%
PWMG
655
Prestige Wealth Management Group
New Jersey
$349K
AAM
656
Austin Asset Management
Texas
$349K
AIA
657
AIMZ Investment Advisors
California
$348K
MGW
658
MB Generational Wealth
Washington
$347K
SWA
659
Sterling Wealth Advisors
Florida
$346K
FWTB
660
First Western Trust Bank
Colorado
$345K
FCM
661
Fortis Capital Management
Washington
$344K +$31 +1 +0%
TF
662
Tandem Financial
Colorado
$342K +$349K +11,213 New
Fisher Asset Management
663
Fisher Asset Management
Washington
$340K -$204K -6,538 -37%
MCP
664
Mirador Capital Partners
California
$338K +$9.28K +298 +3%
SIA
665
SeaBridge Investment Advisors
New Jersey
$337K
AA
666
Advisory Alpha
Michigan
$335K +$342K +10,974 New
CF
667
Centaurus Financial
California
$334K +$125 +4 +0%
APW
668
Aurora Private Wealth
New Jersey
$333K
DWM
669
DecisionMap Wealth Management
Virginia
$332K -$21.7K -698 -6%
BPW
670
BlueDoor Private Wealth
Massachusetts
$331K -$45.2K -1,450 -12%
FSWA
671
Financial Synergies Wealth Advisors
Texas
$330K +$1.09K +35 +0.3%
MAMG
672
Milestone Asset Management Group
Connecticut
$324K +$1.09K +35 +0.3%
MYIA
673
Mount Yale Investment Advisors
Colorado
$324K +$330K +10,608 New
HIIFS
674
Harel Insurance Investments & Financial Services
Israel
$320K +$327K +10,500 New
CIA
675
Capital Investment Advisors
Georgia
$319K +$654 +21 +0.2%