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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
826
Evolution Advisers
Virginia
$219K +$208K +6,306 New
WCM
827
Winebrenner Capital Management
Kentucky
$218K +$207K +6,276 New
MAM
828
Marotta Asset Management
Virginia
$217K -$96.1K -2,918 -32%
FCA
829
Fortis Capital Advisors
Kansas
$217K +$205K +6,227 New
SWM
830
Spire Wealth Management
Virginia
$216K +$136K +4,123 +197%
WRCM
831
Western Reserve Capital Management
Ohio
$216K +$204K +6,201 New
NB
832
Northwest Bancshares
Pennsylvania
$216K +$204K +6,195 New
CCFM
833
Clear Creek Financial Management
Washington
$215K +$204K +6,183 New
VNA
834
Valley National Advisers
Pennsylvania
$214K +$66 +2 +0%
AIS
835
Accredited Investor Services
Minnesota
$214K +$203K +6,152 New
SOAG
836
Silver Oak Advisory Group
Oregon
$213K +$202K +6,138 New
AWM
837
Atticus Wealth Management
Florida
$212K +$201K +6,102 New
Wealthfront Advisers
838
Wealthfront Advisers
California
$211K +$200K +6,072 New
CAI
839
Capital Advisors Inc
Oklahoma
$209K +$198K +6,000 New
BIM
840
Baldwin Investment Management
Pennsylvania
$209K +$198K +5,997 New
SSWM
841
Sheets Smith Wealth Management
North Carolina
$208K +$197K +5,977 New
BBI
842
Baxter Bros Inc
Connecticut
$208K +$197K +5,975 New
JF
843
JSF Financial
California
$207K +$196K +5,952 New
Fisher Asset Management
844
Fisher Asset Management
Washington
$207K -$172K -5,224 -47%
Russell Investments Group
845
Russell Investments Group
United Kingdom
$206K -$148K -4,500 -43%
BRIA
846
Balanced Rock Investment Advisors
Massachusetts
$205K +$194K +5,887 New
OPW
847
Osprey Private Wealth
New York
$204K +$193K +5,853 New
TA
848
TFB Advisors
Kansas
$202K +$191K +5,799 New
FTWA
849
Fifth Third Wealth Advisors
Ohio
$201K +$190K +5,769 New
EF
850
Envision Financial
Wisconsin
$201K +$190K +5,762 New