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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
251
Evensky & Katz
Florida
$154K +$1.67K +90 +1%
MWPCG
252
Measured Wealth Private Client Group
New Hampshire
$153K +$151K +8,172 New
FRA
253
Front Row Advisors
California
$152K +$111 +6 +0.1%
KJWM
254
Kiley Juergens Wealth Management
Washington
$145K +$945 +51 +0.7%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$130K -$5.84K -315 -4%
TCM
256
Tradewinds Capital Management
Washington
$114K +$500 +27 +0.4%
SA
257
SRH Advisors
Kansas
$113K +$222 +12 +0.2%
IF
258
Ironwood Financial
Arizona
$109K
YWP
259
YorkBridge Wealth Partners
New York
$90K
PNC Financial Services Group
260
PNC Financial Services Group
Pennsylvania
$89K -$77.2K -4,164 -47%
JWA
261
JFS Wealth Advisors
Pennsylvania
$87K +$56.9K +3,072 +191%
RWM
262
Raffa Wealth Management
District of Columbia
$85.1K
CPIG
263
Chicago Partners Investment Group
Illinois
$84K +$1.28K +69 +1%
TAIM
264
TD Ameritrade Investment Management
Nebraska
$80K +$13.3K +720 +20%
TIM
265
Tortoise Investment Management
New York
$79K +$15K +810 +24%
BCM
266
Blume Capital Management
California
$75K
FHA
267
First Horizon Advisors
Tennessee
$73K -$1.45K -78 -2%
PA
268
Parallel Advisors
California
$67K +$60.7K +3,276 +1,002%
BWA
269
BDO Wealth Advisors
Florida
$62K
PMFA
270
Plante Moran Financial Advisors
Michigan
$52K +$9.51K +513 +23%
PAI
271
Pittenger & Anderson Inc
Nebraska
$51K
RCG
272
Ruggie Capital Group
Florida
$50K +$49.4K +2,664 New
AF
273
Allworth Financial
California
$49K
PO
274
Private Ocean
California
$45K +$44.6K +2,406 New
MSFP
275
Mark Sheptoff Financial Planning
Connecticut
$38K