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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
CCG Wealth Management
California
$334K
CS
702
Crescent Sterling
Louisiana
$331K +$313K +9,511 New
BA
703
Bellwether Advisors
Nebraska
$330K
PWP
704
Parkwoods Wealth Partners
New York
$325K +$308K +9,336 New
DFA
705
DHJJ Financial Advisors
Illinois
$323K +$7.38K +224 +2%
TI
706
Truepoint Inc
Ohio
$323K -$34.5K -1,048 -10%
TCIIS
707
TIAA-CREF Individual & Institutional Services
New York
$322K +$79.1K +2,400 +35%
TFA
708
TrustWell Financial Advisors
Florida
$321K -$32.1K -974 -10%
AIA
709
Accelerate Investment Advisors
California
$320K -$10.5K -318 -3%
FFM
710
Forum Financial Management
Illinois
$320K +$3.06K +93 +1%
FFG
711
Frisch Financial Group
New York
$319K -$428 -13 -0.1%
BMO
712
Beck Mack & Oliver
New York
$318K
KA
713
Klingman & Associates
New York
$315K -$24.4K -742 -8%
ZIC
714
ZWJ Investment Counsel
Georgia
$314K
IWP
715
IAG Wealth Partners
Wisconsin
$313K
Vanguard Advisers Inc
716
Vanguard Advisers Inc
Pennsylvania
$312K +$2.73K +83 +0.9%
NFG
717
Nations Financial Group
Iowa
$312K -$2.57K -78 -0.9%
CWP
718
Clark Wealth Partners
Illinois
$312K +$1.05K +32 +0.4%
RWM
719
Rialto Wealth Management
New York
$312K
MFC
720
Morris Financial Concepts
South Carolina
$310K -$5.14K -156 -2%
MNA
721
Manning & Napier Advisors
New York
$310K
TWA
722
TCI Wealth Advisors
Arizona
$309K +$46.8K +1,422 +19%
SP
723
Stonebrook Private
Michigan
$308K
MCA
724
Millennium Capital Advisors
Arkansas
$308K -$33 -1 -0%
GT
725
Glenmede Trust
Pennsylvania
$306K -$19K -576 -6%