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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
151
Whitener Capital Management
North Carolina
$533K +$79K +4,428 +17%
CA
152
Continuum Advisory
Idaho
$512K -$6.26K -351 -1%
AW
153
ACG Wealth
Georgia
$511K -$61.9K -3,471 -11%
GCA
154
Gradient Capital Advisors
California
$497K +$39.9K +2,235 +9%
BIA
155
Bigelow Investment Advisors
Maine
$494K -$107K -5,985 -18%
IA
156
IFP Advisors
Florida
$493K +$73K +4,092 +17%
NWS
157
Newport Wealth Strategies
California
$492K -$477K -26,712 -49%
PGFC
158
Peapack-Gladstone Financial Corp
New Jersey
$491K +$2.73K +153 +0.6%
WAM
159
Wealthspire Advisors (Maryland)
Maryland
$481K -$47.6K -2,667 -9%
BL
160
BCWM LLC
Kansas
$472K +$475K +26,631 New
ZIM
161
Zacks Investment Management
Illinois
$471K +$39.9K +2,235 +9%
BAC
162
Boys Arnold & Co
North Carolina
$470K -$1.28K -72 -0.3%
Renaissance Technologies
163
Renaissance Technologies
New York
$460K +$463K +25,962 New
DSC
164
Duncker Streett & Co
Missouri
$458K +$47K +2,637 +11%
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$447K -$29.4K -1,650 -6%
AWMG
166
Alliance Wealth Management Group
New Jersey
$432K -$103K -5,787 -19%
TCM
167
Towercrest Capital Management
Pennsylvania
$432K +$435K +24,387 New
AG
168
Appleton Group
Wisconsin
$424K -$8.73M -489,120 -95%
LWAC
169
Laurel Wealth Advisors (California)
California
$424K +$53.3K +2,985 +14%
BSW
170
Buckingham Strategic Wealth
Missouri
$423K +$30.2K +1,692 +8%
SIAS
171
Shine Investment Advisory Services
Colorado
$418K -$194K -10,872 -32%
LJAC
172
L.J. Altfest & Co
New York
$409K +$2.62K +147 +0.6%
LNC
173
Lincoln National Corp
Pennsylvania
$401K +$11.5K +642 +3%
BIA
174
BHK Investment Advisors
Alabama
$373K +$376K +21,051 New
BIM
175
Bridges Investment Management
Nebraska
$372K -$36.3K -2,037 -9%