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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZRP
251
Zynergy Retirement Planning
New Jersey
$3.4M -$35.4K -1,075 -1%
NFG
252
Nadler Financial Group
Illinois
$3.34M -$26.8K -815 -0.8%
EFG
253
Embree Financial Group
Illinois
$3.33M -$1.97M -59,788 -38%
SCM
254
Steele Capital Management
Iowa
$3.32M
NW
255
NewEdge Wealth
Pennsylvania
$3.3M +$11.7K +354 +0.4%
MAG
256
M3 Advisory Group
Massachusetts
$3.27M +$11.8K +357 +0.4%
BFG
257
Bleakley Financial Group
New Jersey
$3.24M -$15.5K -470 -0.5%
WANY
258
Wealthspire Advisors (New York)
New York
$3.24M +$1.48M +44,950 +93%
RF
259
Rossby Financial
Florida
$3.14M +$110K +3,335 +4%
JFGLC
260
Johnson Financial Group LLC (Colorado)
Colorado
$3.14M
BFM
261
Broadview Financial Management
Wisconsin
$3.13M +$51.5K +1,563 +2%
DAS
262
Dynamic Advisor Solutions
Arizona
$3.1M +$292K +8,857 +11%
AWM
263
AE Wealth Management
Kansas
$3.09M +$191K +5,788 +7%
CIA
264
Concurrent Investment Advisors
Florida
$3.08M +$250K +7,601 +9%
SCM
265
SummitPoint Capital Management
Colorado
$3.08M -$124K -3,778 -4%
MWM
266
Modera Wealth Management
New Jersey
$3.02M
CA
267
Clearstead Advisors
Ohio
$2.97M +$3.33K +101 +0.1%
WMWM
268
Wilkins Miller Wealth Management
Alabama
$2.92M +$58.8K +1,785 +2%
AC
269
Apella Capital
Connecticut
$2.9M -$22.9K -696 -0.8%
TIM
270
Tortoise Investment Management
New York
$2.89M -$53.7K -1,629 -2%
Corient Private Wealth
271
Corient Private Wealth
Florida
$2.86M -$456K -13,855 -14%
Principal Financial Group
272
Principal Financial Group
Iowa
$2.84M -$3.43M -104,190 -56%
ECM
273
Elgethun Capital Management
South Dakota
$2.81M +$36.6K +1,112 +1%
FA
274
Fagan Associates
New York
$2.81M -$77.4K -2,351 -3%
SWA
275
Stratos Wealth Advisors
Ohio
$2.79M +$13.4K +406 +0.5%