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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
251
American Investment Services
Massachusetts
$1.45M
MCC
252
Money Concepts Capital
Florida
$1.43M -$115K -4,872 -8%
MWA
253
Martel Wealth Advisors
Washington
$1.42M +$186K +7,869 +15%
CWC
254
Carolinas Wealth Consulting
North Carolina
$1.38M +$41.1K +1,734 +3%
GCA
255
Gradient Capital Advisors
California
$1.36M -$4.69K -198 -0.3%
NF
256
NTB Financial
Colorado
$1.33M -$994 -42 -0.1%
CWM
257
Cornerstone Wealth Management
Missouri
$1.32M -$70.6K -2,982 -5%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$1.31M -$64.2K -2,712 -5%
KLI
259
Kelman-Lazarov Inc
Tennessee
$1.3M -$286K -12,099 -18%
DWP
260
Destiny Wealth Partners
Florida
$1.3M +$753K +31,803 +138%
LJAC
261
L.J. Altfest & Co
New York
$1.3M -$3.41K -144 -0.3%
MWA
262
Monograph Wealth Advisors
California
$1.28M
VFA
263
Valeo Financial Advisors
Indiana
$1.27M +$35.7K +1,509 +3%
MAM
264
Marquette Asset Management
Minnesota
$1.23M
AL
265
Aspiriant LLC
California
$1.2M
AWM
266
Apollon Wealth Management
South Carolina
$1.2M +$212K +8,964 +22%
FWM
267
Frontier Wealth Management
Missouri
$1.18M +$481K +20,304 +68%
BCIM
268
Bishop & Co Investment Management
Pennsylvania
$1.18M -$5.18K -219 -0.4%
CCMD
269
Cypress Capital Management (Delaware)
Delaware
$1.17M
LWM
270
Laidlaw Wealth Management
New York
$1.16M -$266K -11,223 -19%
PCWA
271
Pacific Capital Wealth Advisors
California
$1.15M +$45.5K +1,923 +4%
AIM
272
Avity Investment Management
Connecticut
$1.14M +$355K +15,000 +45%
RG
273
Retirement Group
California
$1.13M +$103K +4,347 +10%
CCM
274
Condor Capital Management
New Jersey
$1.11M -$58.5K -2,472 -5%
BWM
275
BCGM Wealth Management
Indiana
$1.1M +$8.31K +351 +0.7%