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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
251
Tortoise Investment Management
New York
$477K +$13.3K +720 +3%
AWMG
252
Alliance Wealth Management Group
New Jersey
$467K
TCM
253
Towercrest Capital Management
Pennsylvania
$466K
JPLA
254
Joseph P. Lucia & Associates
New York
$462K +$432K +23,358 +1,750%
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$459K +$454K +24,534 New
WAM
256
Wealthspire Advisors (Maryland)
Maryland
$454K -$89.3K -4,833 -17%
PSUF
257
People's United Financial
Connecticut
$451K +$19.9K +1,074 +5%
MIAS
258
Mason Investment Advisory Services
Virginia
$440K
GRP
259
Global Retirement Partners
California
$440K -$33.5K -1,815 -7%
SFG
260
SNS Financial Group
Minnesota
$435K +$430K +23,256 New
BPA
261
Beacon Pointe Advisors
California
$427K +$69.9K +3,783 +20%
CA
262
Continuum Advisory
Idaho
$425K -$26.5K -1,431 -6%
W
263
Wealthquest
Ohio
$416K -$64.5K -3,492 -14%
LIM
264
Leavell Investment Management
Alabama
$413K +$9.15K +495 +2%
BIA
265
Bigelow Investment Advisors
Maine
$409K -$41.1K -2,226 -9%
VCP
266
Vista Capital Partners
Oregon
$407K +$40.1K +2,169 +11%
WPA
267
West Paces Advisors
Georgia
$404K
CWM
268
Chesapeake Wealth Management
Virginia
$398K +$25K +1,350 +7%
SBIA
269
Sheaff Brock Investment Advisors
Indiana
$397K +$22.2K +1,200 +6%
PGFC
270
Peapack-Gladstone Financial Corp
New Jersey
$390K -$27K -1,461 -7%
SHA
271
Seneca House Advisors
Virginia
$387K +$61.3K +3,315 +19%
MCP
272
Mirador Capital Partners
California
$369K +$103K +5,595 +40%
RCM
273
Radnor Capital Management
Pennsylvania
$366K
EA
274
Elm Advisors
California
$360K
PS
275
Portfolio Solutions
Michigan
$358K