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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
251
Bleakley Financial Group
New Jersey
$1.82M
SW
252
Simplicity Wealth
New Jersey
$1.82M
MWM
253
Merriman Wealth Management
Washington
$1.81M -$9.64K -390 -0.5%
CSWM
254
Cassady Schiller Wealth Management
Ohio
$1.8M
MAG
255
M3 Advisory Group
Massachusetts
$1.79M +$124K +5,007 +7%
RA
256
Riversedge Advisors
Delaware
$1.77M -$1.85K -75 -0.1%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$1.74M -$210K -8,514 -11%
RPGK
258
Retirement Planning Group (Kansas)
Kansas
$1.72M -$337K -13,647 -16%
BCM
259
Brookstone Capital Management
Illinois
$1.69M +$84.6K +3,423 +6%
FSG
260
Financial Strategies Group
Michigan
$1.68M -$9.41K -381 -0.6%
FOA
261
Five Oceans Advisors
California
$1.67M -$74 -3 -0%
NRI
262
NFP Retirement Inc
California
$1.66M -$536K -21,708 -24%
FAIM
263
Financial Advocates Investment Management
Washington
$1.65M -$76.4K -3,093 -4%
S
264
SignatureFD
Georgia
$1.64M
EA
265
Emerald Advisors
Washington
$1.63M -$56.5K -2,286 -3%
TIM
266
Tortoise Investment Management
New York
$1.61M +$27.9K +1,128 +2%
CWM
267
Cadence Wealth Management
Massachusetts
$1.61M +$1.15M +46,554 +251%
BL
268
BCWM LLC
Kansas
$1.59M +$26.7K +1,080 +2%
IA
269
IFP Advisors
Florida
$1.55M -$40.8K -1,653 -3%
CM
270
Columbus Macro
Pennsylvania
$1.54M -$104K -4,197 -6%
ECM
271
Elgethun Capital Management
South Dakota
$1.52M +$61.3K +2,481 +4%
PA
272
Parallel Advisors
California
$1.48M +$25.9K +1,050 +2%
LAIC
273
Lederer & Associates Investment Counsel
California
$1.48M -$15.9K -645 -1%
PCWA
274
Pacific Capital Wealth Advisors
California
$1.42M -$5.49K -222 -0.4%
Corient Private Wealth
275
Corient Private Wealth
Florida
$1.4M -$131K -5,289 -9%