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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
676
IAG Wealth Partners
Wisconsin
$249K
GWMR
677
GC Wealth Management RIA
Massachusetts
$246K -$61.9K -2,357 -21%
SP
678
Stonebrook Private
Michigan
$245K
SNBOSD
679
Security National Bank of So Dak
Iowa
$245K
FWS
680
FinDec Wealth Services
California
$245K -$61.2K -2,328 -21%
IA
681
IFG Advisory
Georgia
$244K +$232K +8,827 New
CWP
682
Clark Wealth Partners
Illinois
$244K +$972 +37 +0.4%
LWL
683
Leo Wealth LLC
Texas
$241K +$228K +8,692 New
SPC
684
Sigma Planning Corp
Michigan
$240K +$228K +8,679 New
KPWG
685
KFA Private Wealth Group
Virginia
$240K
TWM
686
TCFG Wealth Management
California
$239K
DT
687
Diversified Trust
Tennessee
$239K +$1.05K +40 +0.5%
Vanguard Group
688
Vanguard Group
Pennsylvania
$239K +$227K +8,633 New
KIA
689
KCM Investment Advisors
California
$238K +$226K +8,602 New
BLFG
690
Brian Low Financial Group
Louisiana
$236K +$224K +8,530 New
MC
691
Matisse Capital
Oregon
$235K
PAS
692
Parsonex Advisory Services
Colorado
$232K +$221K +8,392 New
OAM
693
Oppenheimer Asset Management
New York
$232K
QCM
694
QRG Capital Management
Illinois
$232K +$220K +8,379 New
WHCFA
695
William Howard & Co Financial Advisors
Tennessee
$231K +$1.13K +43 +0.5%
ZIC
696
ZWJ Investment Counsel
Georgia
$231K -$26 -1 -0%
LFS
697
Lutz Financial Services
Nebraska
$229K
FWM
698
Focused Wealth Management
New York
$228K +$1.13K +43 +0.5%
WG
699
Wealth Group
North Carolina
$228K -$1.07M -40,697 -83%
CA
700
CWC Advisors
Oregon
$227K