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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
226
Capital Insight Partners
Arizona
$671K +$656K +40,182 New
KM
227
Kalos Management
Georgia
$655K -$29.9K -1,833 -5%
BWL
228
Bogart Wealth LLC
Virginia
$650K +$91.7K +5,616 +17%
MPM
229
Meritage Portfolio Management
Kansas
$649K -$1.41M -86,064 -69%
3C
230
361 Capital
Colorado
$629K +$68.8K +4,215 +13%
BWP
231
Bernardo Wealth Planning
Pennsylvania
$627K -$871K -53,361 -59%
MWA
232
Martel Wealth Advisors
Washington
$620K -$170K -10,395 -22%
NFG
233
Next Financial Group
Texas
$619K +$215K +13,191 +55%
AFAS
234
Acorn Financial Advisory Services
Virginia
$611K -$35.9K -2,196 -6%
SG
235
StoneX Group
New York
$611K +$197K +12,084 +49%
JWCA
236
J.W. Cole Advisors
Florida
$604K +$590K +36,147 New
ANTB
237
AMG National Trust Bank
Colorado
$601K +$587K +35,970 New
SAG
238
Spotlight Asset Group
Illinois
$596K +$583K +35,709 New
JFGIW
239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$586K -$118K -7,221 -17%
SBL
240
Sargent Bickham Lagudis
Colorado
$581K -$424K -25,965 -43%
IAN
241
Integrated Advisors Network
Texas
$567K +$300K +18,351 +118%
BL
242
BCWM LLC
Kansas
$563K +$99.3K +6,084 +22%
FA
243
Financial Advisors
Massachusetts
$551K +$6.07K +372 +1%
BAM
244
Baldrige Asset Management
Pennsylvania
$551K +$33.6K +2,058 +7%
GCA
245
Gradient Capital Advisors
California
$543K -$147K -9,012 -22%
AWA
246
Arkadios Wealth Advisors
Georgia
$533K +$511K +31,290 New
BCIM
247
Bishop & Co Investment Management
Pennsylvania
$531K +$519K +31,785 New
Fidelity Investments
248
Fidelity Investments
Massachusetts
$527K -$133K -8,121 -20%
GC
249
Gratus Capital
Georgia
$524K -$17.7M -1,081,353 -97%
FVWA
250
Foster Victor Wealth Advisors
South Carolina
$520K -$15.3M -939,081 -97%