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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
226
Brandywine Oak Private Wealth
Pennsylvania
$3.9M +$16.3K +524 +0.4%
NSAM
227
North Star Asset Management
Wisconsin
$3.89M +$76.2K +2,447 +2%
EFG
228
Everhart Financial Group
Ohio
$3.89M -$53.2K -1,707 -1%
CWA
229
Centerline Wealth Advisors
Kentucky
$3.89M +$3.97M +127,459 New
FVWA
230
Foster Victor Wealth Advisors
South Carolina
$3.87M +$3.79M +121,572 New
BCM
231
Barden Capital Management
Texas
$3.86M +$99K +3,178 +3%
RWM
232
RKL Wealth Management
Pennsylvania
$3.84M -$235K -7,549 -6%
VT
233
Vise Technologies
New York
$3.81M
QAM
234
Q3 Asset Management
Michigan
$3.79M +$3.88M +124,398 New
Jones Financial Companies
235
Jones Financial Companies
Missouri
$3.75M +$873K +28,020 +29%
UW
236
Unique Wealth
Florida
$3.68M +$753K +24,156 +25%
UBS AM
237
UBS AM
Illinois
$3.66M +$2.68M +85,992 +254%
CWRP
238
Cassady Wealth & Retirement Planning
Nevada
$3.57M -$437K -14,023 -11%
ACG
239
Allen Capital Group
Nebraska
$3.56M +$95.2K +3,057 +3%
AA
240
Apriem Advisors
California
$3.56M -$61.4K -1,970 -2%
ASN
241
Advisory Services Network
Georgia
$3.5M +$282K +9,055 +9%
MCC
242
Money Concepts Capital
Florida
$3.49M +$1.91M +61,258 +115%
DE
243
Diversified Enterprises
Delaware
$3.48M -$208K -6,677 -6%
AFTS
244
American Financial & Tax Strategies
New York
$3.35M -$126K -4,048 -4%
LIM
245
Leavell Investment Management
Alabama
$3.32M -$140K -4,506 -4%
Truist Financial
246
Truist Financial
North Carolina
$3.23M -$330K -10,603 -9%
Lido Advisors
247
Lido Advisors
California
$3.23M -$234K -7,515 -7%
IWA
248
IVC Wealth Advisors
Pennsylvania
$3.21M -$150K -4,817 -4%
AWG
249
Altus Wealth Group
Colorado
$3.18M -$203K -6,503 -6%
MCCA
250
Mill Creek Capital Advisors
Pennsylvania
$3.17M -$7.2K -231 -0.2%