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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAC
226
Boys Arnold & Co
North Carolina
$644K +$14.6K +795 +2%
JFGIW
227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$625K -$256K -13,950 -25%
WWM
228
WT Wealth Management
Arizona
$622K +$25.5K +1,392 +3%
AG
229
Appleton Group
Wisconsin
$620K -$9.19M -501,177 -92%
KM
230
Kalos Management
Georgia
$616K -$1.12M -61,080 -61%
FAM
231
Foothills Asset Management
Arizona
$615K +$89.2K +4,863 +13%
GCA
232
Gradient Capital Advisors
California
$612K -$57.7K -3,150 -7%
US Bancorp
233
US Bancorp
Minnesota
$599K -$56.5K -3,081 -7%
ASN
234
Advisory Services Network
Georgia
$597K +$23.9K +1,302 +3%
FWM
235
Frontier Wealth Management
Missouri
$596K -$536K -29,256 -42%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$585K -$108K -5,895 -13%
LF
237
Lantz Financial
Illinois
$584K -$79K -4,311 -10%
IAIM
238
International Assets Investment Management
Florida
$583K +$560K +30,558 New
BPA
239
Beacon Pointe Advisors
California
$579K +$84.9K +4,632 +13%
JMPWA
240
JP Morgan Private Wealth Advisors
California
$576K
AFAS
241
Acorn Financial Advisory Services
Virginia
$574K +$5.83K +318 +0.8%
AA
242
Alesco Advisors
New York
$556K +$4.29K +234 +0.6%
BFPW
243
BOK Financial Private Wealth
Colorado
$543K -$6.71K -366 -1%
WIA
244
Westbourne Investment Advisors
Maryland
$541K +$14.2K +774 +2%
SW
245
SlateStone Wealth
Florida
$520K -$65.6K -3,579 -9%
JWM
246
Janiczek Wealth Management
Colorado
$509K -$13.2M -720,756 -95%
CWP
247
Capital Wealth Planning
Florida
$497K -$103K -5,631 -14%
CAG
248
Curtis Advisory Group
California
$497K -$68.6K -3,741 -10%
3C
249
361 Capital
Colorado
$493K -$223K -12,153 -27%
BWL
250
Bogart Wealth LLC
Virginia
$492K +$611K +33,312 New