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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
901
Wilkerson Advisory Group
Missouri
$7.49K +$7.39K +253 New
LWMI
902
Legacy Wealth Management (Idaho)
Idaho
$6.93K +$6.84K +234 New
HIA
903
Harbor Investment Advisory
Maryland
$6.66K
SFG
904
Strive Financial Group
Indiana
$5.79K +$5.7K +195 New
GJIA
905
Glass Jacobson Investment Advisors
Maryland
$5.6K
CTWM
906
Cherry Tree Wealth Management
Minnesota
$4.53K +$4.47K +153 New
BAM
907
Bellevue Asset Management
Washington
$4.53K
QC
908
Quent Capital
New York
$4.53K
GAMC
909
Garner Asset Management Corp
Texas
$4.29K +$4.24K +145 New
NL
910
NorthAvenue LLC
Ohio
$3.61K +$3.57K +122 New
AGWCA
911
Annis Gardner Whiting Capital Advisors
Florida
$2.96K
AIA
912
Armor Investment Advisors
North Carolina
$2.93K
TPCW
913
TD Private Client Wealth
New York
$2.84K
MA
914
Modus Advisors
Minnesota
$2.75K +$2.72K +93 New
Simplex Trading
915
Simplex Trading
Illinois
$2.58K +$2.54K +87 New
NMG
916
New Millennium Group
Utah
$1.78K
IW
917
Imprint Wealth
South Carolina
$1.69K -$1.67K -57 -50%
MWPCG
918
Measured Wealth Private Client Group
New Hampshire
$1.63K +$1.61K +55 New
SIS
919
Sound Income Strategies
Florida
$1.11K +$1.05K +36 New
TCOV
920
Trust Company of Vermont
Vermont
$1.1K
CFG
921
Clayton Financial Group
Missouri
$1.03K +$1.02K +35 New
CMP
922
Coston McIsaac & Partners
Maine
$1K
KG
923
Kilter Group
New York
$909 -$146 -5 -14%
BFPW
924
BOK Financial Private Wealth
Colorado
$889
CCMW
925
Cypress Capital Management (Wyoming)
Wyoming
$888 -$438 -15 -33%