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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Alesco Advisors
New York
$751K -$9.53K -492 -1%
CAG
252
Curtis Advisory Group
California
$750K +$725K +37,407 New
BFPW
253
BOK Financial Private Wealth
Colorado
$744K -$71.7K -3,702 -9%
BAM
254
Baldrige Asset Management
Pennsylvania
$742K -$1.86K -96 -0.3%
FAM
255
Foothills Asset Management
Arizona
$738K +$21.8K +1,125 +3%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$728K
WIA
257
Westbourne Investment Advisors
Maryland
$719K +$166K +8,568 +31%
TIM
258
Tortoise Investment Management
New York
$702K
NFG
259
Next Financial Group
Texas
$702K +$158K +8,157 +30%
BPA
260
Beacon Pointe Advisors
California
$698K +$112K +5,787 +20%
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$689K -$21.5K -1,110 -3%
IIC
262
Integrated Investment Consultants
Michigan
$688K +$78.3K +4,041 +13%
NWS
263
Newport Wealth Strategies
California
$684K +$27.8K +1,437 +4%
FA
264
Financial Advisors
Massachusetts
$650K +$16.9K +873 +3%
VHAM
265
Van Hulzen Asset Management
California
$646K -$53.8K -2,775 -8%
BAMG
266
Brand Asset Management Group
Missouri
$638K -$2.56K -132 -0.4%
MWM
267
MinichMacGregor Wealth Management
New York
$636K +$48.4K +2,499 +9%
MSWMA
268
Market Street Wealth Management Advisors
Indiana
$635K -$286K -14,751 -32%
EWM
269
Empirical Wealth Management
Washington
$612K
SFS
270
Sowell Financial Services
Arkansas
$599K +$130K +6,705 +29%
SWP
271
Stratos Wealth Partners
Ohio
$598K -$5.64K -291 -1%
MPM
272
Meritage Portfolio Management
Kansas
$592K -$165K -8,502 -22%
SDWMA
273
Schneider Downs Wealth Management Advisors
Pennsylvania
$572K +$292K +15,051 +112%
RIA
274
Regal Investment Advisors
Michigan
$571K +$143K +7,386 +35%
BL
275
BFSG LLC
California
$569K +$228K +11,760 +71%