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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
226
Apriem Advisors
California
$3.52M -$270K -9,232 -7%
JGCM
227
Joseph Group Capital Management
Ohio
$3.46M -$151K -5,158 -4%
Truist Financial
228
Truist Financial
North Carolina
$3.45M -$15.8K -539 -0.5%
ACG
229
Allen Capital Group
Nebraska
$3.37M +$285K +9,755 +9%
AFTS
230
American Financial & Tax Strategies
New York
$3.37M -$659K -22,543 -17%
LIM
231
Leavell Investment Management
Alabama
$3.36M -$213K -7,288 -6%
Lido Advisors
232
Lido Advisors
California
$3.32M +$435K +14,871 +15%
AWG
233
Altus Wealth Group
Colorado
$3.28M -$395K -13,525 -11%
IWA
234
IVC Wealth Advisors
Pennsylvania
$3.26M +$75.7K +2,589 +2%
CFP
235
Cypress Financial Planning
New Jersey
$3.25M +$3.21M +109,891 New
ASN
236
Advisory Services Network
Georgia
$3.13M +$34.1K +1,167 +1%
CAG
237
Compass Advisory Group
New York
$3.12M +$39.7K +1,358 +1%
ATWA
238
Arbor Trust Wealth Advisors
Michigan
$3.11M +$9K +308 +0.3%
DAS
239
Dynamic Advisor Solutions
Arizona
$3.11M -$155K -5,299 -5%
MCCA
240
Mill Creek Capital Advisors
Pennsylvania
$3.09M -$1.66M -56,642 -35%
WIC
241
Woodmont Investment Counsel
Tennessee
$3.09M +$5.61K +192 +0.2%
CL
242
Choreo LLC
Illinois
$3.09M +$18.8K +642 +0.6%
AQR Capital Management
243
AQR Capital Management
Connecticut
$3.04M +$1.3M +44,638 +77%
HWM
244
HB Wealth Management
Georgia
$3.03M -$10K -343 -0.3%
ZRP
245
Zynergy Retirement Planning
New Jersey
$3.01M -$6.49K -222 -0.2%
AAS
246
Ameritas Advisory Services
Nebraska
$2.96M +$2.75M +94,169 +1,617%
SCM
247
Steele Capital Management
Iowa
$2.96M -$237K -8,108 -8%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$2.87M +$419K +14,325 +17%
Corient Private Wealth
249
Corient Private Wealth
Florida
$2.86M +$654K +22,358 +30%
UW
250
Unique Wealth
Florida
$2.86M -$34.7K -1,187 -1%