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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
BCS Wealth Management
Tennessee
$1.78M +$1.86M +82,719 New
GRP
227
Global Retirement Partners
California
$1.77M -$117K -5,217 -6%
JGCM
228
Joseph Group Capital Management
Ohio
$1.76M +$77.4K +3,447 +4%
MMA
229
Miracle Mile Advisors
California
$1.75M -$59.6K -2,652 -3%
WSTAM
230
Wilbanks Smith & Thomas Asset Management
Virginia
$1.73M +$9.7K +432 +0.5%
BFG
231
Bleakley Financial Group
New Jersey
$1.73M -$13.5K -600 -0.7%
SS
232
Simplicity Solutions
Minnesota
$1.73M -$13.5K -600 -0.7%
AF
233
Advisornet Financial
Minnesota
$1.72M -$588K -26,202 -25%
CSWM
234
Cassady Schiller Wealth Management
Ohio
$1.71M -$18.7K -834 -1%
JFG
235
JMG Financial Group
Illinois
$1.7M +$52.6K +2,343 +3%
Fidelity Investments
236
Fidelity Investments
Massachusetts
$1.7M +$174K +7,731 +11%
NSG
237
Nalls Sherbakoff Group
Tennessee
$1.7M -$2.09K -93 -0.1%
CWM
238
Cedar Wealth Management
California
$1.7M +$216K +9,603 +14%
AGC
239
Aspen Grove Capital
Colorado
$1.69M +$210K +9,333 +13%
FSG
240
Financial Strategies Group
Michigan
$1.68M +$141K +6,258 +9%
ACI
241
Alpha Cubed Investments
California
$1.66M -$30.9K -1,374 -2%
RA
242
Riversedge Advisors
Delaware
$1.66M -$3.04M -135,477 -64%
PAG
243
Private Advisor Group
New Jersey
$1.63M +$162K +7,194 +10%
Corient Private Wealth
244
Corient Private Wealth
Florida
$1.6M +$857K +38,175 +105%
CA
245
Claro Advisors
Massachusetts
$1.59M -$242K -10,767 -13%
WF
246
Warner Financial
Maryland
$1.59M +$261K +11,607 +19%
RIA
247
Regal Investment Advisors
Michigan
$1.55M +$196K +8,739 +14%
S
248
SignatureFD
Georgia
$1.53M +$77.4K +3,447 +5%
Prudential Financial
249
Prudential Financial
New Jersey
$1.53M +$1.6M +71,025 New
SWP
250
Stratos Wealth Partners
Ohio
$1.49M -$1.75K -78 -0.1%