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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
151
Pure Financial Advisors
California
$755K +$749K +40,386 New
DCM
152
Donaldson Capital Management
Indiana
$734K +$728K +39,288 New
VFA
153
Valeo Financial Advisors
Indiana
$732K +$56 +3 +0%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$708K +$72.5K +3,909 +12%
Vanguard Capital Wealth Advisors
155
Vanguard Capital Wealth Advisors
Colorado
$706K +$9.79K +528 +1%
LWAC
156
Laurel Wealth Advisors (California)
California
$706K +$256K +13,830 +58%
LCC
157
Lincoln Capital Corp
Rhode Island
$699K -$2.35M -126,879 -77%
3C
158
361 Capital
Colorado
$688K -$2.45K -132 -0.4%
TYCC
159
Texas Yale Capital Corp
Florida
$667K +$4.5K +243 +0.7%
BIA
160
BHK Investment Advisors
Alabama
$645K +$250K +13,470 +64%
US Bancorp
161
US Bancorp
Minnesota
$596K -$167 -9 -0%
WCM
162
Whitener Capital Management
North Carolina
$561K -$2.06K -111 -0.4%
CA
163
Continuum Advisory
Idaho
$547K +$5.06K +273 +0.9%
AW
164
ACG Wealth
Georgia
$540K +$167 +9 +0%
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$537K +$29.8K +1,605 +6%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$537K +$190K +10,269 +56%
GCA
167
Gradient Capital Advisors
California
$527K +$2.95K +159 +0.6%
PGFC
168
Peapack-Gladstone Financial Corp
New Jersey
$518K
BAC
169
Boys Arnold & Co
North Carolina
$508K +$9.9K +534 +2%
GRP
170
Global Retirement Partners
California
$503K +$179K +9,657 +56%
SIAS
171
Shine Investment Advisory Services
Colorado
$493K +$51.9K +2,802 +12%
BL
172
BCWM LLC
Kansas
$488K -$10.2K -549 -2%
NWS
173
Newport Wealth Strategies
California
$487K -$5.5K -297 -1%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$483K +$10.9K +588 +2%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$478K +$468K +25,257 +7,942%