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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
226
Aurora Private Wealth
New Jersey
$1.24M -$250K -11,997 -17%
CWM
227
Cedar Wealth Management
California
$1.23M +$50.3K +2,415 +4%
ACI
228
Alpha Cubed Investments
California
$1.23M +$36.2K +1,737 +3%
NL
229
NWAM LLC
Washington
$1.23M +$151K +7,263 +15%
LJAC
230
L.J. Altfest & Co
New York
$1.23M -$229K -10,998 -16%
MWM
231
Merriman Wealth Management
Washington
$1.19M -$14.7K -708 -1%
CCM
232
Condor Capital Management
New Jersey
$1.19M -$383K -18,408 -25%
TYCC
233
Texas Yale Capital Corp
Florida
$1.15M +$56.5K +2,712 +5%
MAM
234
Marquette Asset Management
Minnesota
$1.13M -$875 -42 -0.1%
TFA
235
Teamwork Financial Advisors
Texas
$1.06M -$244K -11,709 -19%
AL
236
Aspiriant LLC
California
$1.05M +$2.94K +141 +0.3%
BSW
237
Buckingham Strategic Wealth
Missouri
$1.05M -$17.8K -855 -2%
CCMD
238
Cypress Capital Management (Delaware)
Delaware
$1.02M -$375K -18,000 -28%
GCA
239
Gradient Capital Advisors
California
$1.02M +$152K +7,275 +18%
PAMG
240
Patton Albertson Miller Group
Tennessee
$1.02M -$15.6K -750 -2%
JCIA
241
Jackson Creek Investment Advisors
Colorado
$1.01M +$88.7K +4,260 +10%
TIM
242
Total Investment Management
Arizona
$1M +$1.41M +67,848 New
PCWA
243
Pacific Capital Wealth Advisors
California
$983K -$29.9K -1,434 -3%
VFA
244
Valeo Financial Advisors
Indiana
$978K +$94.3K +4,527 +11%
MIAN
245
Mariner Independent Advisor Network
Kansas
$974K -$11.2K -537 -1%
SWPG
246
Strategic Wealth Partners Group
Illinois
$971K -$52.2K -2,505 -5%
MA
247
MONECO Advisors
Connecticut
$967K +$926K +44,436 New
LAIC
248
Lederer & Associates Investment Counsel
California
$960K -$93.4K -4,482 -9%
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$950K -$22.7K -1,092 -2%
BL
250
BCWM LLC
Kansas
$904K +$312 +15 +0%