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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JC
251
Jentner Corp
Ohio
$1.51M -$98.9K -4,449 -6%
KM
252
Kalos Management
Georgia
$1.5M -$323K -14,544 -18%
SWP
253
Stratos Wealth Partners
Ohio
$1.49M -$33.3K -1,500 -2%
FOA
254
Five Oceans Advisors
California
$1.48M
TIM
255
Tortoise Investment Management
New York
$1.47M +$267 +12 +0%
CCM
256
Carlson Capital Management
Minnesota
$1.46M +$2.4K +108 +0.2%
CWM
257
Cedar Wealth Management
California
$1.45M +$206K +9,279 +16%
PA
258
Parallel Advisors
California
$1.44M +$57.4K +2,583 +4%
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$1.44M -$3.81M -171,381 -72%
S
260
SignatureFD
Georgia
$1.36M +$743K +33,453 +116%
SPIA
261
Steward Partners Investment Advisory
New York
$1.34M -$1.66M -74,652 -55%
AWS
262
AJ Wealth Strategies
New York
$1.34M
AIS
263
American Investment Services
Massachusetts
$1.34M
WF
264
Warner Financial
Maryland
$1.3M +$5.27K +237 +0.4%
PAG
265
Private Advisor Group
New Jersey
$1.3M -$154K -6,915 -10%
VF
266
VitalStone Financial
Texas
$1.3M +$1.19M +53,418 New
CFG
267
Cooper Financial Group
California
$1.3M -$221K -9,960 -14%
SPC
268
Sigma Planning Corp
Michigan
$1.29M +$14K +630 +1%
FFA
269
Farther Finance Advisors
California
$1.29M -$171K -7,683 -12%
BCIM
270
Bishop & Co Investment Management
Pennsylvania
$1.28M +$160K +7,200 +14%
LAIC
271
Lederer & Associates Investment Counsel
California
$1.28M -$33.2K -1,494 -2%
CFO
272
Collective Family Office
Pennsylvania
$1.27M -$227K -10,200 -15%
GHA
273
GW Henssler & Associates
Georgia
$1.27M -$37.7K -1,695 -3%
RRC
274
Relaxing Retirement Coach
Massachusetts
$1.26M -$3K -135 -0.2%
BL
275
BCWM LLC
Kansas
$1.25M +$123K +5,556 +11%