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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
226
True North Advisors
Texas
$2.28M -$465K -19,383 -18%
AFS
227
Annapolis Financial Services
Maryland
$2.25M +$4.24K +177 +0.2%
JWCA
228
J.W. Cole Advisors
Florida
$2.25M +$51.5K +2,148 +2%
NRI
229
NFP Retirement Inc
California
$2.25M -$460K -19,194 -18%
EW
230
Evoke Wealth
California
$2.24M
HPFG
231
Hart & Patterson Financial Group
Massachusetts
$2.22M -$62.8K -2,619 -3%
AL
232
ACAS LLC
California
$2.2M -$44.5K -1,854 -2%
ASN
233
Advisory Services Network
Georgia
$2.19M -$40.9K -1,707 -2%
JFG
234
JMG Financial Group
Illinois
$2.17M +$153K +6,396 +8%
MFT
235
Moisand Fitzgerald Tamayo
Florida
$2.17M -$140K -5,853 -6%
JGCM
236
Joseph Group Capital Management
Ohio
$2.16M -$1.29K -54 -0.1%
BWM
237
BCS Wealth Management
Tennessee
$2.15M +$19.9K +831 +1%
Lido Advisors
238
Lido Advisors
California
$2.15M -$528K -22,026 -21%
RPGK
239
Retirement Planning Group (Kansas)
Kansas
$2.11M +$201K +8,376 +11%
DSC
240
Duncker Streett & Co
Missouri
$2.1M -$42.7K -1,782 -2%
ACG
241
Allen Capital Group
Nebraska
$2.08M -$241K -10,041 -11%
EHAM
242
Eagle Harbor Asset Management
Washington
$2.08M -$28.8K -1,200 -1%
CI
243
Conning Inc
Connecticut
$2.06M +$727K +30,318 +59%
GJIA
244
Glass Jacobson Investment Advisors
Maryland
$2.05M +$163K +6,810 +9%
ACI
245
Alpha Cubed Investments
California
$2.01M +$48.7K +2,031 +3%
SAF
246
Smith Anglin Financial
Texas
$2M -$1.61M -67,089 -46%
Baird Financial Group
247
Baird Financial Group
Wisconsin
$2M -$3.32M -138,600 -64%
CWM
248
Cedar Wealth Management
California
$2M +$19.6K +819 +1%
AF
249
Allworth Financial
California
$1.99M -$109K -4,563 -5%
AGC
250
Aspen Grove Capital
Colorado
$1.99M +$1.58K +66 +0.1%