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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$791K +$11.1K +627 +1%
PFA
202
Pure Financial Advisors
California
$770K +$150K +8,430 +25%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$768K +$49.8K +2,805 +7%
VFA
204
Valeo Financial Advisors
Indiana
$742K +$5.7K +321 +0.8%
AWM
205
AE Wealth Management
Kansas
$735K +$715K +40,302 New
BSW
206
Buckingham Strategic Wealth
Missouri
$732K -$151K -8,535 -18%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$728K +$38.9K +2,190 +7%
AA
208
Alesco Advisors
New York
$701K +$24.9K +1,404 +4%
3C
209
361 Capital
Colorado
$695K +$77.5K +4,365 +13%
NL
210
NWAM LLC
Washington
$686K -$1.92K -108 -0.3%
RJFSA
211
Raymond James Financial Services Advisors
Florida
$673K +$655K +36,888 New
William Blair & Company
212
William Blair & Company
Illinois
$650K +$625K +35,214 +9,099%
BAM
213
Baldrige Asset Management
Pennsylvania
$647K +$629K +35,442 New
IIC
214
Integrated Investment Consultants
Michigan
$640K +$639 +36 +0.1%
BAC
215
Boys Arnold & Co
North Carolina
$634K
LPIC
216
LeJeune Puetz Investment Counsel
Michigan
$622K +$2.02K +114 +0.3%
VHAM
217
Van Hulzen Asset Management
California
$614K +$18.3K +1,029 +3%
BFPW
218
BOK Financial Private Wealth
Colorado
$609K -$97.5K -5,496 -14%
WCM
219
Whitener Capital Management
North Carolina
$606K +$39.1K +2,205 +7%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$604K +$2.08K +117 +0.4%
PFM
221
Phillips Financial Management
Indiana
$589K -$321K -18,105 -36%
TFS
222
TrustCore Financial Services
Tennessee
$584K +$569K +32,031 New
US Bancorp
223
US Bancorp
Minnesota
$582K
FA
224
Fagan Associates
New York
$579K +$87.2K +4,911 +18%
HWA
225
HHM Wealth Advisors
Tennessee
$574K +$1.6K +90 +0.3%