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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
251
Ausdal Financial Partners
Iowa
$1.28M -$467K -20,814 -25%
AWS
252
AJ Wealth Strategies
New York
$1.28M -$5.12K -228 -0.4%
LAIC
253
Lederer & Associates Investment Counsel
California
$1.28M -$44.7K -1,992 -3%
AIS
254
American Investment Services
Massachusetts
$1.26M
MFG
255
MidWestOne Financial Group
Iowa
$1.26M +$475K +21,159 +53%
RRC
256
Relaxing Retirement Coach
Massachusetts
$1.24M -$92.7K -4,128 -6%
SPC
257
Sigma Planning Corp
Michigan
$1.23M -$66.7K -2,970 -5%
LWAC
258
Laurel Wealth Advisors (California)
California
$1.22M +$918K +40,893 +231%
CWC
259
Carolinas Wealth Consulting
North Carolina
$1.21M +$4.24K +189 +0.3%
GCA
260
Gradient Capital Advisors
California
$1.2M +$11.6K +516 +0.9%
PP
261
Pegasus Partners
Wisconsin
$1.2M +$390K +17,361 +43%
BRWM
262
B. Riley Wealth Management
Tennessee
$1.19M +$254K +11,337 +25%
DWP
263
Destiny Wealth Partners
Florida
$1.18M +$42.4K +1,890 +3%
NF
264
NTB Financial
Colorado
$1.17M +$13.5K +600 +1%
JWCA
265
J.W. Cole Advisors
Florida
$1.14M +$243K +10,818 +25%
MWA
266
Monograph Wealth Advisors
California
$1.12M
VFA
267
Valeo Financial Advisors
Indiana
$1.11M -$1.55K -69 -0.1%
MCC
268
Money Concepts Capital
Florida
$1.1M -$170K -7,578 -13%
CWM
269
Cornerstone Wealth Management
Missouri
$1.07M -$92.7K -4,128 -7%
MAM
270
Marquette Asset Management
Minnesota
$1.07M -$4.04K -180 -0.3%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$1.07M -$76.7K -3,417 -6%
LJAC
272
L.J. Altfest & Co
New York
$1.07M -$78.9K -3,513 -6%
BCIM
273
Bishop & Co Investment Management
Pennsylvania
$1.06M +$37.8K +1,686 +3%
AL
274
Aspiriant LLC
California
$1.05M
BWM
275
BCGM Wealth Management
Indiana
$1.05M -$40.1K -1,788 -4%