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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
226
RKL Wealth Management
Pennsylvania
$4.39M +$11.2K +339 +0.3%
CWMS
227
CFG Wealth Management Services
Indiana
$4.37M
EFG
228
Everhart Financial Group
Ohio
$4.32M -$117K -3,549 -3%
UW
229
Unique Wealth
Florida
$4.31M +$98.2K +2,982 +2%
Marshall Wace
230
Marshall Wace
United Kingdom
$4.28M +$4.05M +123,053 New
VAS
231
Vestmark Advisory Solutions
Massachusetts
$4.23M -$6.24M -189,370 -61%
QAM
232
Q3 Asset Management
Michigan
$4.13M -$192K -5,833 -5%
AA
233
Apriem Advisors
California
$4.07M
ASN
234
Advisory Services Network
Georgia
$4.06M +$68.3K +2,073 +2%
MCC
235
Money Concepts Capital
Florida
$4M +$13.5K +411 +0.4%
FVWA
236
Foster Victor Wealth Advisors
South Carolina
$3.93M -$218K -6,617 -5%
DE
237
Diversified Enterprises
Delaware
$3.88M -$89.5K -2,717 -2%
AFTS
238
American Financial & Tax Strategies
New York
$3.82M -$4.71K -143 -0.1%
CFP
239
Cypress Financial Planning
New Jersey
$3.75M +$130K +3,948 +4%
MMCM
240
Murphy & Mullick Capital Management
New York
$3.75M +$172K +5,230 +5%
Truist Financial
241
Truist Financial
North Carolina
$3.74M +$43K +1,304 +1%
CWRP
242
Cassady Wealth & Retirement Planning
Nevada
$3.72M -$100K -3,045 -3%
LIM
243
Leavell Investment Management
Alabama
$3.69M -$97.1K -2,947 -3%
AWG
244
Altus Wealth Group
Colorado
$3.67M +$36.9K +1,119 +1%
IWA
245
IVC Wealth Advisors
Pennsylvania
$3.64M -$26.6K -809 -0.8%
WIC
246
Woodmont Investment Counsel
Tennessee
$3.62M +$4.91K +149 +0.1%
HWM
247
HB Wealth Management
Georgia
$3.59M +$278K +8,441 +9%
MWM
248
Mission Wealth Management
California
$3.57M +$801K +24,331 +31%
Lido Advisors
249
Lido Advisors
California
$3.5M -$178K -5,399 -5%
CAG
250
Compass Advisory Group
New York
$3.41M +$14.6K +443 +0.5%