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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
226
AJ Wealth Strategies
New York
$1.4M +$91.3K +3,948 +7%
SPI
227
Santori & Peters Inc
Pennsylvania
$1.39M +$14.8K +639 +1%
AIS
228
American Investment Services
Massachusetts
$1.37M -$81.5K -3,525 -5%
GCA
229
Gradient Capital Advisors
California
$1.36M +$13.3K +573 +1%
CWM
230
Cornerstone Wealth Management
Missouri
$1.34M +$3.61K +156 +0.3%
SPC
231
Sigma Planning Corp
Michigan
$1.34M -$220K -9,531 -14%
ACI
232
Alpha Cubed Investments
California
$1.3M +$28.3K +1,224 +2%
CWC
233
Carolinas Wealth Consulting
North Carolina
$1.26M +$674K +29,157 +108%
APW
234
Aurora Private Wealth
New Jersey
$1.23M -$124K -5,361 -9%
NL
235
NWAM LLC
Washington
$1.23M -$84.5K -3,654 -6%
LJAC
236
L.J. Altfest & Co
New York
$1.22M -$46.8K -2,022 -4%
JMPWA
237
JP Morgan Private Wealth Advisors
California
$1.22M +$55.7K +2,409 +5%
Fidelity Investments
238
Fidelity Investments
Massachusetts
$1.21M +$105K +4,521 +9%
BWM
239
BCGM Wealth Management
Indiana
$1.19M -$31.2K -1,350 -3%
LB
240
Leo Brokerage
Texas
$1.19M -$225K -9,714 -16%
MAM
241
Marquette Asset Management
Minnesota
$1.16M
VFA
242
Valeo Financial Advisors
Indiana
$1.16M +$24.8K +1,074 +2%
SWM
243
Spire Wealth Management
Virginia
$1.16M +$217K +9,390 +22%
AF
244
Advisornet Financial
Minnesota
$1.12M +$319K +13,776 +38%
CCM
245
Condor Capital Management
New Jersey
$1.11M -$52.7K -2,280 -4%
LAIC
246
Lederer & Associates Investment Counsel
California
$1.07M +$88.3K +3,819 +9%
AL
247
Aspiriant LLC
California
$1.07M
CCMD
248
Cypress Capital Management (Delaware)
Delaware
$1.07M
SWPG
249
Strategic Wealth Partners Group
Illinois
$1.06M +$1.09M +46,956 New
SG
250
StoneX Group
New York
$1.05M +$222K +9,600 +26%