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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
251
Woodmont Investment Counsel
Tennessee
$3.17M -$9.72K -312 -0.3%
CFP
252
Cypress Financial Planning
New Jersey
$3.17M -$186K -5,981 -5%
MMCM
253
Murphy & Mullick Capital Management
New York
$3.12M +$195K +6,250 +7%
SPW
254
Stillwater Private Wealth
Pennsylvania
$3.11M +$3.18M +102,103 New
RA
255
RFG Advisory
Alabama
$3.06M +$1.46M +46,864 +88%
ATWA
256
Arbor Trust Wealth Advisors
Michigan
$3.04M -$165K -5,311 -5%
ZRP
257
Zynergy Retirement Planning
New Jersey
$3.01M -$97.9K -3,142 -3%
CAG
258
Compass Advisory Group
New York
$2.98M -$237K -7,617 -7%
AAS
259
Ameritas Advisory Services
Nebraska
$2.95M -$97K -3,113 -3%
NFG
260
Nadler Financial Group
Illinois
$2.95M -$1.4M -45,059 -32%
Corient Private Wealth
261
Corient Private Wealth
Florida
$2.92M -$22.6K -727 -0.8%
SCM
262
Steele Capital Management
Iowa
$2.91M -$139K -4,471 -4%
HWM
263
HB Wealth Management
Georgia
$2.89M -$243K -7,811 -8%
NW
264
NewEdge Wealth
Pennsylvania
$2.88M -$809K -25,970 -22%
BFG
265
Bleakley Financial Group
New Jersey
$2.86M +$759K +24,363 +35%
MAG
266
M3 Advisory Group
Massachusetts
$2.85M
SAM
267
Secure Asset Management
Michigan
$2.79M +$391K +12,555 +16%
JFGLC
268
Johnson Financial Group LLC (Colorado)
Colorado
$2.75M +$2.81M +90,220 New
SCM
269
SummitPoint Capital Management
Colorado
$2.73M +$2.87M +92,196 New
AC
270
Apella Capital
Connecticut
$2.73M +$17.3K +554 +0.7%
BFM
271
Broadview Financial Management
Wisconsin
$2.69M -$74.1K -2,377 -3%
EW
272
Evoke Wealth
California
$2.69M
RF
273
Rossby Financial
Florida
$2.66M +$2.7M +86,530 +24,036%
MWM
274
Modera Wealth Management
New Jersey
$2.64M -$1.21M -38,832 -31%
CA
275
Clearstead Advisors
Ohio
$2.6M -$2.34K -75 -0.1%