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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPI
226
Santori & Peters Inc
Pennsylvania
$1.4M +$48.2K +2,124 +4%
APW
227
Aurora Private Wealth
New Jersey
$1.37M +$72.4K +3,192 +6%
GCA
228
Gradient Capital Advisors
California
$1.37M +$296K +13,035 +28%
CWM
229
Cornerstone Wealth Management
Missouri
$1.36M -$138K -6,081 -9%
CWM
230
Cedar Wealth Management
California
$1.33M +$45.1K +1,989 +4%
AWS
231
AJ Wealth Strategies
New York
$1.32M
NL
232
NWAM LLC
Washington
$1.32M +$38.3K +1,689 +3%
ACI
233
Alpha Cubed Investments
California
$1.29M -$544 -24 -0%
LJAC
234
L.J. Altfest & Co
New York
$1.28M +$272 +12 +0%
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$1.27M -$841K -37,068 -40%
TYCC
236
Texas Yale Capital Corp
Florida
$1.21M +$3.2K +141 +0.3%
BWM
237
BCGM Wealth Management
Indiana
$1.19M -$259K -11,433 -18%
MAM
238
Marquette Asset Management
Minnesota
$1.18M -$1.09K -48 -0.1%
JMPWA
239
JP Morgan Private Wealth Advisors
California
$1.18M +$254K +11,184 +28%
CCM
240
Condor Capital Management
New Jersey
$1.17M -$70.2K -3,096 -6%
VFA
241
Valeo Financial Advisors
Indiana
$1.16M +$130K +5,739 +13%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$1.12M +$224K +9,876 +25%
AL
243
Aspiriant LLC
California
$1.08M -$13.5K -594 -1%
CCMD
244
Cypress Capital Management (Delaware)
Delaware
$1.07M
PAMG
245
Patton Albertson Miller Group
Tennessee
$1.06M
JCIA
246
Jackson Creek Investment Advisors
Colorado
$1.04M -$14.8K -651 -1%
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
$1.03M +$55.9K +2,463 +6%
PCWA
248
Pacific Capital Wealth Advisors
California
$1.03M +$1.36K +60 +0.1%
MIAN
249
Mariner Independent Advisor Network
Kansas
$1.02M +$1.16K +51 +0.1%
LAIC
250
Lederer & Associates Investment Counsel
California
$1M -$3.88K -171 -0.4%