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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
251
TD Ameritrade Investment Management
Nebraska
$63K +$33.9K +1,899 +114%
TIM
252
Tortoise Investment Management
New York
$61K
BWA
253
BDO Wealth Advisors
Florida
$58K +$58.8K +3,297 New
PAI
254
Pittenger & Anderson Inc
Nebraska
$48K
AF
255
Allworth Financial
California
$46K -$61.7K -3,456 -57%
BCA
256
Bay Colony Advisors
Massachusetts
$45K +$45.2K +2,532 New
PMFA
257
Plante Moran Financial Advisors
Michigan
$40K
MSFP
258
Mark Sheptoff Financial Planning
Connecticut
$36K
GBBWRPM
259
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$32K
UBS AM
260
UBS AM
Illinois
$30.3K
JWA
261
JFS Wealth Advisors
Pennsylvania
$28K
NC
262
NewSquare Capital
Pennsylvania
$15K +$14.8K +828 New
RCA
263
Rowland Carmichael Advisors
Arizona
$15K +$15.3K +855 New
CFD
264
Creative Financial Designs
Indiana
$10K
CMBA
265
C.M. Bidwell & Associates
Hawaii
$9K -$1.93K -108 -17%
MDCM
266
Morgan Dempsey Capital Management
Wisconsin
$9K
AIM
267
Anchor Investment Management
South Carolina
$8.87K -$5.35K -300 -37%
EWM
268
Elmwood Wealth Management
California
$8.77K +$8.83K +495 New
SWA
269
Sutton Wealth Advisors
Florida
$8.61K
ML
270
McAdam LLC
Pennsylvania
$8K
AIA
271
Armor Investment Advisors
North Carolina
$7K
William Blair & Company
272
William Blair & Company
Illinois
$6K -$37K -2,073 -87%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$6K
LFG
274
LifePlan Financial Group
Ohio
$6K
ME
275
McIlrath & Eck
Washington
$6K