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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
226
IVC Wealth Advisors
Pennsylvania
$3.13M -$1.03M -36,178 -25%
VT
227
Vise Technologies
New York
$3.12M -$207K -7,289 -6%
ATWA
228
Arbor Trust Wealth Advisors
Michigan
$3.05M -$15.1K -531 -0.5%
ASN
229
Advisory Services Network
Georgia
$3.04M +$318K +11,195 +12%
WIC
230
Woodmont Investment Counsel
Tennessee
$3.03M -$1.11K -39 -0%
ACG
231
Allen Capital Group
Nebraska
$3.03M +$315K +11,082 +12%
CAG
232
Compass Advisory Group
New York
$3.02M -$26.1K -919 -0.9%
HWM
233
HB Wealth Management
Georgia
$2.99M +$622K +21,882 +27%
CL
234
Choreo LLC
Illinois
$2.99M +$54K +1,899 +2%
ZRP
235
Zynergy Retirement Planning
New Jersey
$2.97M -$41.6K -1,464 -1%
MWM
236
Mission Wealth Management
California
$2.94M -$216K -7,586 -7%
Lido Advisors
237
Lido Advisors
California
$2.87M +$183K +6,437 +7%
UW
238
Unique Wealth
Florida
$2.85M +$183K +6,453 +7%
SCM
239
Saxony Capital Management
Missouri
$2.83M +$437K +15,392 +19%
SF
240
Schaeffer Financial
Maryland
$2.82M +$76.2K +2,681 +3%
MMCM
241
Murphy & Mullick Capital Management
New York
$2.78M
DE
242
Diversified Enterprises
Delaware
$2.75M -$152K -5,351 -5%
NW
243
NewEdge Wealth
Pennsylvania
$2.73M +$177K +6,237 +7%
MAG
244
M3 Advisory Group
Massachusetts
$2.71M +$7.84K +276 +0.3%
AWM
245
AE Wealth Management
Kansas
$2.63M +$196K +6,912 +8%
BFM
246
Broadview Financial Management
Wisconsin
$2.63M -$105K -3,707 -4%
EW
247
Evoke Wealth
California
$2.57M
CFGA
248
Cambridge Financial Group (Arizona)
Arizona
$2.56M -$21.2K -746 -0.8%
FA
249
Fagan Associates
New York
$2.52M -$16.2K -571 -0.7%
GRP
250
Global Retirement Partners
California
$2.49M +$171K +6,028 +8%