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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$940K +$69.8K +3,603 +8%
CWM
227
Chesapeake Wealth Management
Virginia
$933K +$456K +23,550 +102%
TRCT
228
Tower Research Capital (TRC)
New York
$923K +$184K +9,483 +26%
3C
229
361 Capital
Colorado
$914K +$125K +6,441 +16%
Fidelity Investments
230
Fidelity Investments
Massachusetts
$913K +$21.5K +1,110 +2%
VWA
231
Visionary Wealth Advisors
Illinois
$909K +$879K +45,360 New
CCA
232
Clearwater Capital Advisors
Illinois
$903K -$442K -22,821 -34%
GCA
233
Gradient Capital Advisors
California
$895K -$3.43K -177 -0.4%
PFA
234
Pure Financial Advisors
California
$887K -$66.1K -3,411 -7%
LF
235
Lantz Financial
Illinois
$879K
US Bancorp
236
US Bancorp
Minnesota
$874K -$37.8K -1,953 -4%
TYCC
237
Texas Yale Capital Corp
Florida
$865K +$117K +6,060 +16%
BAC
238
Boys Arnold & Co
North Carolina
$858K
WCM
239
Whitener Capital Management
North Carolina
$822K +$34.5K +1,779 +5%
WWM
240
WT Wealth Management
Arizona
$817K +$121K +6,246 +18%
VFA
241
Valeo Financial Advisors
Indiana
$815K
CWP
242
Capital Wealth Planning
Florida
$788K +$8.54K +441 +1%
LPIC
243
LeJeune Puetz Investment Counsel
Michigan
$788K +$81.4K +4,200 +12%
ASN
244
Advisory Services Network
Georgia
$784K +$219K +11,286 +41%
JMPWA
245
JP Morgan Private Wealth Advisors
California
$783K +$175K +9,036 +30%
SW
246
SlateStone Wealth
Florida
$778K +$752K +38,826 New
NL
247
NWAM LLC
Washington
$773K
AFAS
248
Acorn Financial Advisory Services
Virginia
$772K +$744K +38,418 New
BAM
249
Belpointe Asset Management
Nevada
$762K -$28.4K -1,464 -4%
SWPG
250
Strategic Wealth Partners Group
Illinois
$762K +$736K +38,001 New