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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
Modera Wealth Management
New Jersey
$2.98M +$2.21M +81,884 +253%
IAA
227
Independent Advisor Alliance
North Carolina
$2.96M +$2.72M +100,872 +807%
KAS
228
KPP Advisory Services
Kentucky
$2.92M +$172K +6,381 +6%
SWP
229
Stratos Wealth Partners
Ohio
$2.86M +$1.14M +42,359 +63%
SF
230
Schaeffer Financial
Maryland
$2.85M -$37.1K -1,373 -1%
CSP
231
Cary Street Partners
Virginia
$2.8M +$2.9M +107,520 New
CAG
232
Compass Advisory Group
New York
$2.79M -$105K -3,871 -3%
WIC
233
Woodmont Investment Counsel
Tennessee
$2.71M -$4.05K -150 -0.1%
KFG
234
Kelly Financial Group
Connecticut
$2.64M +$2.74M +101,322 New
MMCM
235
Murphy & Mullick Capital Management
New York
$2.6M +$2.7M +99,854 New
HPFG
236
Hart & Patterson Financial Group
Massachusetts
$2.6M +$35.1K +1,302 +1%
CIS
237
Custom Index Systems
New York
$2.58M +$84.7K +3,137 +3%
Lido Advisors
238
Lido Advisors
California
$2.51M +$672K +24,880 +35%
GRP
239
Global Retirement Partners
California
$2.49M -$121K -4,489 -4%
BFM
240
Broadview Financial Management
Wisconsin
$2.46M -$18.9K -701 -0.7%
CPA
241
Compass Planning Associates
Massachusetts
$2.45M +$2.54M +94,098 New
FA
242
Fagan Associates
New York
$2.42M -$24.1K -893 -1%
JGCM
243
Joseph Group Capital Management
Ohio
$2.41M +$88.4K +3,273 +4%
HWM
244
HB Wealth Management
Georgia
$2.39M -$1.1M -40,889 -31%
PFA
245
Pure Financial Advisors
California
$2.36M +$232K +8,594 +10%
BWM
246
Brown Wealth Management
Illinois
$2.36M +$67.7K +2,507 +3%
MAG
247
M3 Advisory Group
Massachusetts
$2.36M +$341K +12,634 +16%
VFIC
248
Valley Forge Investment Consultants
Pennsylvania
$2.35M -$203K -7,521 -8%
FWM
249
Fortress Wealth Management
California
$2.35M -$81.9K -3,035 -3%
CW
250
CreativeOne Wealth
Kansas
$2.31M +$18.4K +680 +0.8%