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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
226
Bleakley Financial Group
New Jersey
$1.81M +$146K +6,708 +9%
SS
227
Simplicity Solutions
Minnesota
$1.81M +$146K +6,708 +9%
CSWM
228
Cassady Schiller Wealth Management
Ohio
$1.8M -$29.1K -1,332 -2%
Bank of New York Mellon
229
Bank of New York Mellon
New York
$1.8M +$1.47M +67,434 +521%
WSTAM
230
Wilbanks Smith & Thomas Asset Management
Virginia
$1.79M -$351K -16,065 -17%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$1.78M +$36.7K +1,680 +2%
FAIM
232
Financial Advocates Investment Management
Washington
$1.77M -$173K -7,923 -9%
ACI
233
Alpha Cubed Investments
California
$1.76M -$14.5K -663 -0.8%
JGCM
234
Joseph Group Capital Management
Ohio
$1.75M -$152K -6,954 -8%
BWM
235
BerganKDV Wealth Management
Minnesota
$1.74M -$4.91K -225 -0.3%
WIA
236
Westbourne Investment Advisors
Maryland
$1.74M +$25.4K +1,164 +2%
JFG
237
JMG Financial Group
Illinois
$1.72M +$146K +6,681 +10%
JWCA
238
J.W. Cole Advisors
Florida
$1.68M +$1.9K +87 +0.1%
NSG
239
Nalls Sherbakoff Group
Tennessee
$1.67M +$13.2K +603 +0.8%
CM
240
Columbus Macro
Pennsylvania
$1.65M -$45.5K -2,085 -3%
GB
241
Gunma Bank
Japan
$1.61M
FSG
242
Financial Strategies Group
Michigan
$1.6M -$96.7K -4,428 -6%
Fidelity Investments
243
Fidelity Investments
Massachusetts
$1.6M -$110K -5,046 -7%
BFA
244
Beaumont Financial Advisors
Massachusetts
$1.58M -$297K -13,590 -16%
PAG
245
Private Advisor Group
New Jersey
$1.56M +$199K +9,120 +15%
SWP
246
Stratos Wealth Partners
Ohio
$1.56M +$32.8K +1,500 +2%
CWM
247
Cedar Wealth Management
California
$1.55M +$69K +3,159 +5%
AGC
248
Aspen Grove Capital
Colorado
$1.55M +$1.51M +69,264 New
FOA
249
Five Oceans Advisors
California
$1.53M +$11.5K +525 +0.8%
JC
250
Jentner Corp
Ohio
$1.52M -$25.1K -1,149 -2%