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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
226
Texas Yale Capital Corp
Florida
$702K +$30K +1,605 +5%
AL
227
Aspiriant LLC
California
$702K +$164K +8,781 +31%
TRCT
228
Tower Research Capital (TRC)
New York
$691K -$8.2K -438 -1%
FAM
229
Foothills Asset Management
Arizona
$675K +$8.59K +459 +1%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$671K -$433K -23,160 -40%
LPIC
231
LeJeune Puetz Investment Counsel
Michigan
$665K +$19.7K +1,050 +3%
VHAM
232
Van Hulzen Asset Management
California
$662K +$4.77K +255 +0.7%
TIM
233
Tortoise Investment Management
New York
$662K +$178K +9,510 +37%
WWM
234
WT Wealth Management
Arizona
$653K +$647K +34,563 New
NWS
235
Newport Wealth Strategies
California
$622K +$56.1K +3,000 +10%
BAMG
236
Brand Asset Management Group
Missouri
$604K -$175K -9,330 -23%
FA
237
Financial Advisors
Massachusetts
$597K +$3.14K +168 +0.5%
JCM
238
Jacobsen Capital Management
Utah
$581K +$18.5K +990 +3%
EWM
239
Empirical Wealth Management
Washington
$577K +$261K +13,920 +84%
IIC
240
Integrated Investment Consultants
Michigan
$573K -$73.8K -3,945 -12%
SWP
241
Stratos Wealth Partners
Ohio
$570K +$236K +12,588 +72%
JMPWA
242
JP Morgan Private Wealth Advisors
California
$568K -$59.9K -3,201 -10%
MWM
243
MinichMacGregor Wealth Management
New York
$553K -$130K -6,957 -19%
BPA
244
Beacon Pointe Advisors
California
$547K +$114K +6,072 +27%
MWA
245
Martel Wealth Advisors
Washington
$531K +$337 +18 +0.1%
ASN
246
Advisory Services Network
Georgia
$521K
WIA
247
Westbourne Investment Advisors
Maryland
$517K +$203K +10,827 +66%
BPWA
248
Beacon Pointe Wealth Advisors
California
$516K +$26.3K +1,407 +5%
NFG
249
Next Financial Group
Texas
$508K -$543K -29,004 -52%
LIM
250
Leavell Investment Management
Alabama
$486K +$70.2K +3,750 +17%