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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
226
Westbourne Investment Advisors
Maryland
$1.84M +$147K +6,225 +9%
AF
227
Advisornet Financial
Minnesota
$1.83M +$591K +24,960 +50%
CWM
228
Chesapeake Wealth Management
Virginia
$1.76M -$58.6K -2,475 -3%
LPIC
229
LeJeune Puetz Investment Counsel
Michigan
$1.64M +$101K +4,278 +7%
Renaissance Technologies
230
Renaissance Technologies
New York
$1.63M +$959K +40,500 +153%
KLI
231
Kelman-Lazarov Inc
Tennessee
$1.63M -$35.7K -1,509 -2%
GHA
232
GW Henssler & Associates
Georgia
$1.63M +$1.78K +75 +0.1%
NCM
233
Northwest Capital Management
Oregon
$1.63M -$535K -22,605 -25%
MCC
234
Money Concepts Capital
Florida
$1.58M +$1.54M +64,884 New
RRC
235
Relaxing Retirement Coach
Massachusetts
$1.55M -$15.3K -645 -1%
SPI
236
Santori & Peters Inc
Pennsylvania
$1.54M +$24.7K +1,041 +2%
AWS
237
AJ Wealth Strategies
New York
$1.51M -$3.77K -159 -0.3%
AIS
238
American Investment Services
Massachusetts
$1.48M
SPC
239
Sigma Planning Corp
Michigan
$1.47M +$7.32K +309 +0.5%
LWM
240
Laidlaw Wealth Management
New York
$1.46M -$381K -16,074 -21%
CWM
241
Cedar Wealth Management
California
$1.46M -$57.9K -2,445 -4%
CWM
242
Cornerstone Wealth Management
Missouri
$1.43M -$26.2K -1,107 -2%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$1.41M +$1.37M +57,657 New
GCA
244
Gradient Capital Advisors
California
$1.4M -$72.3K -3,051 -5%
ACI
245
Alpha Cubed Investments
California
$1.39M -$13.4K -564 -1%
JMPWA
246
JP Morgan Private Wealth Advisors
California
$1.39M +$64.7K +2,733 +5%
CWC
247
Carolinas Wealth Consulting
North Carolina
$1.38M +$3.2K +135 +0.2%
MFG
248
MidWestOne Financial Group
Iowa
$1.37M -$192K -8,109 -13%
NF
249
NTB Financial
Colorado
$1.36M +$1.32M +55,869 New
APW
250
Aurora Private Wealth
New Jersey
$1.36M +$18.3K +771 +1%